Defined Benefit (Pension) · DOL Form 5500 · 2022

Ben E. Keith Company Pension Plan

Data updated 2026-08-11

$438M
Total assets
2,787
Participants
98th
Percentile by assets
$157,321
Avg per participant
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Official DOL plan name: Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates · Sponsored by Ben E. Keith Company · Texas · Wholesale Trade

$438M in assets, 2,787 participants

Ben E. Keith Company's Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates reported $438M in total assets and 2,787 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #6,746 in Wholesale Trade (6,843 peers)

Coverage in Texas

Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates covers 2,787 participants in Texas, 4.1x the typical Texas plan (state average ~688 per filing). Assets: $438M.

$438M
total plan assets (2022 EOY)
2,787
covered participants
98th
percentile by assets (of 139,126 plans)
$157,321
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates reports 2,787 participants - 4.1x that state average ($438M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$452M
Net Assets (End of Year)$438M
Net Income-$13M
Employer EIN750372230
Plan Effective Date1942-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ben E. Keith Company)

$700M$800M$900M$1,000M 202220232024 $752M $936M ▲ +24.5%
Total plan assets by year, all Ben E. Keith Company plans on file
Year Plans Participants Total Assets
2022 2 8,565 $752M
2023 2 8,881 $835M
2024 2 9,159 $936M

Nearby Defined Benefit (Pension) Plans in Texas

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

Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Retirement Plan for …AT&T Pension Benefit…Shell Pension PlanExxonmobil Pension P…Caterpillar Inc. Ret…Bp Retirement Accumu…
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates assets move in 2022?
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates edged down modestly - down 3.0% during 2022, from $452M to $438M. Reported net income was -$13M.
How have Ben E. Keith Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Ben E. Keith Company's sponsor-wide assets grew 24.5%, from $752M to $936M.
Where does Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates rank by assets among Form 5500 filers?
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates ranks in the 98th 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 Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Piedmont Healthcare, Inc. Consolidated Retirement Plan in GA ($438M, 1,572 participants).

Next read for Retirement Plan for Employees of Ben E. …

Filing takeaways

Ways to act on Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates's numbers.

  • By total assets, Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates 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
  • Ben E. Keith Company's sponsor-wide assets have grown 24.5% since 2022 across 3 plan years on file. More Wholesale Trade plans