Profit Sharing · DOL Form 5500 · 2022

Blue Bell Creameries, Inc. Profit Sharing Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
3,469
Participants Above avg headcount
87th
Percentile by assets National rank
$12,192
Avg per participant Low balance/head
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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.

  • #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.

#16,562
in Manufacturing (20,602 peers)
-6.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Blue Bell Creameries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Blue Bell Creameries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$42,294,386 Top 13% higher than 87% of 139,123 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 2022

Blue Bell Creameries, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Bell Creameries, Inc. Employee Stock Ownership Plan lands in the large band (3,469 participants).

DOL schedule card

Filing strip 742983264 · Blue Bell Creameries, Inc. PY 2022 · Profit Sharing

Blue Bell Creameries, Inc. Employee Stock Ownership Plan · $42M · 3,469 · 87th

  • EBSA $42M
  • PART 3,469
  • TYPE 87th
  • NET Profit Sharing
  • BOOK near IBEW Local 56 Employees Deferred Savings Plan
  • VS-ST ind #16562

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 Manufacturing retirement plans → · Plans in Texas →

Blue Bell Creameries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc.The Profit Sharing and Retir…$42MBlue Bell Creameries, Inc. Employee Stock Ownership PlanBlue Bell Creameries, Inc. E…$42MIBEW Local 56 Employees Deferred Savings PlanIBEW Local 56 Employees Defe…$42MIBEW Local 129 Profit Sharing Annuity PlanIBEW Local 129 Profit Sharin…$42MKittelson & Associates, Inc. 401(k) Retirement PlanKittelson & Associates, Inc.…$42M
End-of-year total assets ($M) among Blue Bell Creameries, Inc. Employee Stock Ownership Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$42M
Net Income-$3M
Employer EIN742983264
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Bell Creameries, Inc.)

Sponsor-wide plan assets over time

All Blue Bell Creameries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$656M 17.824372750345123% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $557M $656M ▲ +17.8%
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 Scatter plot of 6 data points. 020000400006000080000 -20246 Total assets ($B) Participants Blue Bell Creameries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.042294386 · Participants: 3469Blue Bell Creameries, Inc. Employee Stock Ownership PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Blue Bell Creameries, Inc. Employee Stock Ownership Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Blue Bell Creameries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Blue Bell Creameries, Inc. Employee Stock Ownership Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is IBEW Local 56 Employees Deferred Savings Plan in PA ($42M); by covered participants it is Mers/Missouri Goodwill Defined Contribution Plan in MO (3,462 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,469 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blue Bell Creameries, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Blue Bell Creameries, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.8% during 2022, from $45M to $42M. Reported net income was -$3M.
How have Blue Bell Creameries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Bell Creameries, Inc.'s sponsor-wide assets grew 17.8%, from $557M to $656M.
Where does Blue Bell Creameries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Blue Bell Creameries, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Blue Bell Creameries, Inc. Employee Stock Ownership Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is IBEW Local 56 Employees Deferred Savings Plan in PA ($42M, 260 participants).
Which Profit Sharing plans cover a similar participant headcount to Blue Bell Creameries, Inc. Employee Stock Ownership Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mers/Missouri Goodwill Defined Contribution Plan in MO (3,462 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742983264.

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.