Defined Benefit (Pension) · DOL Form 5500 · 2022

Blue Bell Creameries, Inc. Pension Plan

Data updated 2026-08-11

$362M
Total assets
2,812
Participants
97th
Percentile by assets
$128,870
Avg per participant
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Official DOL plan name: Blue Bell Creameries, Inc. Pension Plan · Sponsored by Blue Bell Creameries, Inc. · Texas · Manufacturing

$362M in assets, 2,812 participants

Blue Bell Creameries, Inc.'s Blue Bell Creameries, Inc. Pension Plan reported $362M in total assets and 2,812 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #19,669 in Manufacturing (20,602 peers)

Coverage in Texas

Blue Bell Creameries, Inc. Pension Plan covers 2,812 participants in Texas, 4.1x the typical Texas plan (state average ~688 per filing). Assets: $362M.

$362M
total plan assets (2022 EOY)
2,812
covered participants
97th
percentile by assets (of 139,126 plans)
$128,870
avg assets per participant

The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Blue Bell Creameries, Inc. Pension Plan sits by total assets

Blue Bell Creameries, Inc. Pension Plan vs every filed plan by assets

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

$362,381,996 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Manufacturing

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Blue Bell Creameries, Inc. Pension Plan reports 2,812 participants - 4.1x that state average ($362M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$416M
Net Assets (End of Year)$362M
Net Income-$54M
Employer EIN742983264
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Bell Creameries, Inc.)

$500M$550M$600M$650M$700M 202220232024 $557M $656M ▲ +17.8%
Total plan assets by year, all Blue Bell Creameries, Inc. plans on file
Year Plans Participants Total Assets
2022 3 9,218 $557M
2023 3 9,741 $604M
2024 3 10,093 $656M

Nearby Defined Benefit (Pension) Plans in Texas

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

Blue Bell Creameries, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Blue Bell Creameries…, Total assets ($B): 0.362381996 · Participants: 2812Blue Bell Creameries…AT&T Pension Benefit…, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit…Shell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension P…, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension P…Caterpillar Inc. Ret…, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Ret…Bp Retirement Accumu…, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumu…
Blue Bell Creameries, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Blue Bell Creameries, Inc. Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Blue Bell Creameries, Inc. Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Blue Bell Creameries, Inc. Pension Plan assets move in 2022? ▼
Blue Bell Creameries, Inc. Pension Plan pulled back noticeably - down 13.0% during 2022, from $416M to $362M. Reported net income was -$54M.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Blue Bell Creameries, Inc. Pension Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Blue Bell Creameries, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Smith & Nephew U.S. Pension Plan in TN ($363M, 496 participants).

Next read for Blue Bell Creameries, Inc. Pension Plan

Filing takeaways

Ways to act on Blue Bell Creameries, Inc. Pension Plan's numbers.

  • By total assets, Blue Bell Creameries, Inc. Pension Plan 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 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

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.