Defined Benefit (Pension) · DOL Form 5500 · 2024

Anthem Holding Corp. Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
26
Participants Small participant base
83rd
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Employees' Retirement Plan of Blue Cross of California · Sponsored by Anthem Holding Corp. · Indiana · Finance & Insurance

$44M in assets, 26 participants

Anthem Holding Corp.'s Employees' Retirement Plan of Blue Cross of California reported $44M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,250 in Finance & Insurance (8,549 peers)

Where Employees' Retirement Plan of Blue Cross of California sits by assets

Employees' Retirement Plan of Blue Cross of California sits in the top quartile of all filed plans by assets, $44M for 26 participants (~$1.7M/participant), up 3.6% in 2024.

#6,250
in Finance & Insurance (8,549 peers)
+3.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Employees' Retirement Plan of Blue Cross of California's outsized position by total assets

Employees' Retirement Plan of Blue Cross of California vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$43,981,948 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Employees' Retirement Plan of Blue Cross of California among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of Blue Cross of California is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' Retirement Plan of Blue Cross of California reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Employees' Retirement Plan of Blue Cross of California reported participants fell from 33 in the plan year 2023 filing to 26 in the plan year 2024 filing.
  • Employees' Retirement Plan of Blue Cross of California end-of-year assets rose from $42M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 611459939 · Anthem Holding Corp. PY 2024 · Defined Benefit (Pension)

Employees' Retirement Plan of Blue Cross of California · $44M · 26 · 83rd

  • BOY $44M
  • BOY 26
  • BOY 83rd
  • BOY Defined Benefit (Pension)
  • BOY near Limra International Retirement Income Plan
  • BOY ind #6250

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 Indiana →

Employees' Retirement Plan of Blue Cross of California in the asset neighbourhood

Sonoco Pension Plan$44MSt. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension PlanSt. Mary's Bank-Lacaisse Pop…$44MLimra International Retirement Income PlanLimra International Retireme…$44MEmployees' Retirement Plan of Blue Cross of CaliforniaEmployees' Retirement Plan o…$44MRetirement Plan for Employees of King Ranch, Inc.Retirement Plan for Employee…$44M
End-of-year total assets ($M) among Employees' Retirement Plan of Blue Cross of California and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$44M
Net Income$2M
Employer EIN611459939
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anthem Holding Corp.)

Sponsor-wide plan assets over time

All Anthem Holding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 11.77473595214159% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.4M $44M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 35 $39M
2023 1 33 $42M
2024 1 26 $44M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employees' Retirement Plan of Blue Cross of California vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Employees' Retirement Plan of Blue Cross of California, Total assets ($B): 0.043981948 · Participants: 26Employees' Retirement Plan of Blue Cross of CaliforniaThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Employees' Retirement Plan of Blue Cross of California vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Employees' Retirement Plan of Blue Cross of California side-by-side with 3 peers →

Employees' Retirement Plan of Blue Cross of California's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Limra International Retirement Income Plan in CT ($44M); by covered participants it is Thomas County Federal Savings & Loan Association Retirement Plan in GA (26 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employees' Retirement Plan of Blue Cross of California assets move in 2024? ▼
Employees' Retirement Plan of Blue Cross of California edged up modestly - up 3.6% during 2024, from $42M to $44M. Reported net income was $2M.
How have Anthem Holding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anthem Holding Corp.'s sponsor-wide assets grew 11.8%, from $39M to $44M.
Where does Employees' Retirement Plan of Blue Cross of California rank by assets among Form 5500 filers? ▼
Employees' Retirement Plan of Blue Cross of California ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of Blue Cross of California? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Limra International Retirement Income Plan in CT ($44M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of Blue Cross of California? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Thomas County Federal Savings & Loan Association Retirement Plan in GA (26 participants, $8M in assets).

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 611459939.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.