Defined Benefit (Pension) · DOL Form 5500 · 2022

Ben E. Keith Company Pension Plan

Data updated 2026-08-25

$438M
Total assets Above avg plan size
2,787
Participants Above avg headcount
98th
Percentile by assets National rank
$157,321
Avg per participant Above avg balance/head
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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.

  • #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.

#6,746
in Wholesale Trade (6,843 peers)
-3.0%
assets change YoY
4.4×
vs typical plan assets (national mean)

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.

Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates's outsized position by total assets

Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates vs every filed plan by assets

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

$438,453,629 Top 2% higher than 98% 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

Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates'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. Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates lands in the large band (2,787 participants).

EBSA filing schedule strip

Filing strip 750372230 · Ben E. Keith Company PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates · $438M · 2,787 · 98th

  • IND $438M
  • IND 2,787
  • IND 98th
  • IND Defined Benefit (Pension)
  • IND near Piedmont Healthcare, Inc. Consolidated Retirement Plan
  • IND ind #6746

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 Wholesale Trade retirement plans → · Plans in Texas →

Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates in the asset neighbourhood

Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and AffiliatesRetirement Plan for Employee…$439MDaimler Truck North America Pension PlanDaimler Truck North America …$439MRetirement Plan for Employees of Ben E. Keith Company and Its AffiliatesRetirement Plan for Employee…$438MPiedmont Healthcare, Inc. Consolidated Retirement PlanPiedmont Healthcare, Inc. Co…$438MPermanente Physicians Retirement Plan for Hpmg, Inc.Permanente Physicians Retire…$438M
End-of-year total assets ($M) among Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Ben E. Keith Company plans reported in each filing year

Latest sponsor-wide plan assets
$936M 24.49502074045451% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $752M $936M ▲ +24.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates, Total assets ($B): 0.438453629 · Participants: 2787Retirement Plan for Employees of Ben E. Keith Company and Its AffiliatesAT&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
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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Piedmont Healthcare, Inc. Consolidated Retirement Plan in GA ($438M); by covered participants it is Westinghouse Electric Company Pension Plan in PA (2,788 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,787 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Westinghouse Electric Company Pension Plan in PA (2,788 participants, $1.0B in assets).