Defined Benefit (Pension) · DOL Form 5500 · 2024
Blue Cross and Blue Shield of Arizona, Inc. Pension Plan
Data updated 2026-08-25
- $234K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $19,517
- Avg per participant Low balance/head
Official DOL plan name: Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. · Sponsored by Blue Cross and Blue Shield of Arizona, Inc. · Arizona · Finance & Insurance
$234K in assets, 12 participants
Blue Cross and Blue Shield of Arizona, Inc.'s Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. reported $234K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 12th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #508 in Finance & Insurance (8,549 peers)
2024 asset change
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. contracted severely 96.9% in 2024 ($8M → $234K) for 12 participants.
- #508
- in Finance & Insurance (8,549 peers)
- -96.9%
- assets change YoY
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. among the smaller filed plans by assets
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$234,203 12th percentile higher than 12% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. reported participants fell from 497 in the plan year 2023 filing to 12 in the plan year 2024 filing.
- Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. end-of-year assets fell from $8M in the plan year 2023 filing to $234K in the plan year 2024 filing.
- Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. reported net income rose from -$184M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
DOL schedule card
Filing strip 860004538 · Blue Cross and Blue Shield of Arizona, Inc. PY 2024 · Defined Benefit (Pension)
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. · $234K · 12 · 12th
- NET $234K
- BOOK 12
- VS-ST 12th
- BOY Defined Benefit (Pension)
- SCH near Fiber Industries, Inc. Retirement Income Plan
- EBSA ind #508
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Arizona →
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc. in the asset neighbourhood
Blue Cross and Blue Shield of Arizona, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Blue Cross and Blue Shield of Arizona, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $745M 1.026874926069922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,638 | $737M |
| 2023 | 3 | 3,888 | $674M |
| 2024 | 3 | 3,226 | $745M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $234K |
| Net Income | -$7M |
| Employer EIN | 860004538 |
| Plan Effective Date | 2023-06-30 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Spinoff Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Fiber Industries, Inc. Retirement Income Plan in NC ($234K); by covered participants it is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($234K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.