Defined Benefit (Pension) · DOL Form 5500 · 2022

Blue Bell Creameries, Inc. Pension Plan

Data updated 2026-08-25

$362M
Total assets Above avg plan size
2,812
Participants Above avg headcount
97th
Percentile by assets National rank
$128,870
Avg per participant Near avg balance/head
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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.

  • #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.

#19,669
in Manufacturing (20,602 peers)
-13.0%
assets change YoY
3.6×
vs typical plan assets (national mean)

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.

Blue Bell Creameries, Inc. Pension Plan's outsized position 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 $2,050,000,000 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. Pension 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. Pension Plan lands in the large band (2,812 participants).

Plan-year Form 5500 strip

Filing strip 742983264 · Blue Bell Creameries, Inc. PY 2022 · Defined Benefit (Pension)

Blue Bell Creameries, Inc. Pension Plan · $362M · 2,812 · 97th

  • NET $362M
  • NET 2,812
  • NET 97th
  • NET Defined Benefit (Pension)
  • NET near Smith & Nephew U.S. Pension Plan
  • NET ind #19669

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. Pension Plan in the asset neighbourhood

Golub Corporation Employees Retirement PlanGolub Corporation Employees …$364MSmith & Nephew U.S. Pension PlanSmith & Nephew U.S. Pension …$363MBlue Bell Creameries, Inc. Pension PlanBlue Bell Creameries, Inc. P…$362MRolls-Royce Corporation Hourly-Rate Employees Pension PlanRolls-Royce Corporation Hour…$361MLiberty Utilities Defined Benefit Pension PlanLiberty Utilities Defined Be…$360M
End-of-year total assets ($M) among Blue Bell Creameries, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

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 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 ($B) Participants Blue Bell Creameries, Inc. Pension Plan, Total assets ($B): 0.362381996 · Participants: 2812Blue Bell Creameries, Inc. Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
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 →

Blue Bell Creameries, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Smith & Nephew U.S. Pension Plan in TN ($363M); by covered participants it is Sheet Metal Workers' Local 10 Pension Fund in MN (2,813 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,812 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. 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Blue Bell Creameries, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers' Local 10 Pension Fund in MN (2,813 participants, $322M 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.