Profit Sharing · DOL Form 5500 · 2022
Blue Bell Creameries, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $42M
- Total assets
- 3,469
- Participants
- 87th
- Percentile by assets
- $12,192
- Avg per participant
Official DOL plan name: Blue Bell Creameries, Inc. Employee Stock Ownership Plan · Sponsored by Blue Bell Creameries, Inc. · Texas · Manufacturing
$42M in assets, 3,469 participants
Blue Bell Creameries, Inc.'s Blue Bell Creameries, Inc. Employee Stock Ownership Plan reported $42M in total assets and 3,469 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #16,562 in Manufacturing (20,602 peers)
Coverage in Texas
Blue Bell Creameries, Inc. Employee Stock Ownership Plan covers 3,469 participants in Texas, 5.0x the typical Texas plan (state average ~688 per filing). Assets: $42M.
- $42M
- total plan assets (2022 EOY)
- 3,469
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $12,192
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Blue Bell Creameries, Inc. Employee Stock Ownership Plan reports 3,469 participants - 5.0x that state average ($42M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$3M |
| Employer EIN | 742983264 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Bell Creameries, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 9,218 | $557M |
| 2023 | 3 | 9,741 | $604M |
| 2024 | 3 | 10,093 | $656M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Blue Bell Creameries, Inc. Employee Stock Ownership Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Blue Bell Creameries, Inc. Employee Stock Ownership Plan by total assets, not by location.
- IBEW Local 56 Employees Deferred Savings Plan (PA) $42M · 260
- IBEW Local 129 Profit Sharing Annuity Plan (MI) $42M · 352
- The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc. (WV) $42M · 280
- Kittelson & Associates, Inc. 401(k) Retirement Plan (OR) $42M · 308
Frequently Asked Questions
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Filing takeaways
Ways to act on Blue Bell Creameries, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Blue Bell Creameries, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- Blue Bell Creameries, Inc.'s sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Manufacturing plans