Defined Benefit (Pension) · DOL Form 5500 · 2024
Blue Cross and Blue Shield of Arizona, Inc. Pension Plan
Data updated 2026-08-06
- $228M
- Total assets
- N/A
- Participants
- 95th
- Percentile by assets
Official DOL plan name: 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
$228M in assets, N/A participants
Blue Cross and Blue Shield of Arizona, Inc.'s Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. reported $228M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 116,472 plans)
Where Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. sits by assets
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. sits in the top 5% of all filed plans by assets, $228M for N/A participants, up 3.2% in 2024.
- $228M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- +3.2%
- assets growth YoY
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. reported participants fell from 514 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. end-of-year assets rose from $221M in the plan year 2023 filing to $228M in the plan year 2024 filing.
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. vs the 2024 asset distribution
By assets, Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.3x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $221M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | $7M |
| Employer EIN | 860004538 |
| Plan Effective Date | 1953-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield of Arizona, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,638 | $737M |
| 2023 | 3 | 3,888 | $674M |
| 2024 | 3 | 3,226 | $745M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
- 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
- Liberty Utilities Defined Benefit Pension Plan $405M · 578
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. by total assets, not by location.
- Schlage Lock Company LLC Pension Plan (IN) $228M · 1,210
- Odyssey Reinsurance Company Restated Employees Retirement Plan (CT) $228M · 201
- Consumers Credit Union Defined Benefit Plan and Trust (IL) $227M · 470
- Minnesota Bakers Union Pension Plan (MN) $227M · 763
Frequently Asked Questions
How did Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. assets move in 2024? ▼
How have Blue Cross and Blue Shield of Arizona, Inc. plan assets changed over time? ▼
Where does Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.? ▼
Next read for Non-Contributory Retirement Program for …
Scale reading
Ways to act on Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc.'s numbers.
- By total assets, Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
- Blue Cross and Blue Shield of Arizona, Inc.'s sponsor-wide assets have grown 1.0% since 2022 across 3 plan years on file. More Finance & Insurance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860004538.
Read our methodology - how this data is sourced, computed, and verified.