401(k) · DOL Form 5500 · 2023

Blue Bell Creameries, Inc. 401(k) Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
3,013
Participants Above avg headcount
94th
Percentile by assets National rank
$57,610
Avg per participant Low balance/head
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Official DOL plan name: Blue Bell Creameries, Inc. 401(k) Plan · Sponsored by Blue Bell Creameries, Inc. · Texas · Manufacturing

$174M in assets, 3,013 participants

Blue Bell Creameries, Inc.'s Blue Bell Creameries, Inc. 401(k) Plan reported $174M in total assets and 3,013 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #17,046 in Manufacturing (18,722 peers)

Coverage in Texas

Blue Bell Creameries, Inc. 401(k) Plan covers 3,013 participants in Texas, 4.4x the typical Texas plan (state average ~688 per filing). Assets: $174M.

#17,046
in Manufacturing (18,722 peers)
+14.0%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Blue Bell Creameries, Inc. 401(k) Plan's outsized position by total assets

Blue Bell Creameries, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$173,577,500 Top 6% higher than 94% of 127,068 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 2023

Blue Bell Creameries, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Bell Creameries, Inc. 401(k) Plan lands in the large band (3,013 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Bell Creameries, Inc. 401(k) Plan reported net income rose from -$38M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Blue Bell Creameries, Inc. 401(k) Plan end-of-year assets rose from $152M in the plan year 2022 filing to $174M in the plan year 2023 filing.
  • Blue Bell Creameries, Inc. 401(k) Plan reported participants rose from 2,937 in the plan year 2022 filing to 3,013 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742983264 · Blue Bell Creameries, Inc. PY 2023 · 401(k)

Blue Bell Creameries, Inc. 401(k) Plan · $174M · 3,013 · 94th

  • BOY $174M
  • SCH 3,013
  • EBSA 94th
  • PART 401(k)
  • TYPE near Interface, Inc. Savings and Investment Plan
  • NET ind #17046

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. 401(k) Plan in the asset neighbourhood

Mavis Tire Supply LLC 401(k) PlanMavis Tire Supply LLC 401(k)…$174MLaureate Education, Inc. 401(k) Retirement Savings PlanLaureate Education, Inc. 401…$174MCardiovascular Institute of the South 401(k) Profit Sharing PlanCardiovascular Institute of …$174MInterface, Inc. Savings and Investment PlanInterface, Inc. Savings and …$174MBlue Bell Creameries, Inc. 401(k) PlanBlue Bell Creameries, Inc. 4…$174M
End-of-year total assets ($M) among Blue Bell Creameries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$174M
Net Income$21M
Employer EIN742983264
Plan Effective Date1999-01-01
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 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Blue Bell Creameries, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Blue Bell Creameries, Inc. 401(k) Plan, Total assets ($B): 0.1735775 · Participants: 3013Blue Bell Creameries, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Blue Bell Creameries, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Blue Bell Creameries, Inc. 401(k) Plan side-by-side with 3 peers →

Blue Bell Creameries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Interface, Inc. Savings and Investment Plan in GA ($174M); by covered participants it is Western & Southern Financial Group Employee Retirement 401(k) Savings Plan in OH (3,012 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,013 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blue Bell Creameries, Inc. 401(k) Plan assets move in 2023? ▼
Blue Bell Creameries, Inc. 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $152M to $174M. Reported net income was $21M.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
Blue Bell Creameries, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Blue Bell Creameries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interface, Inc. Savings and Investment Plan in GA ($174M, 1,446 participants).
Which 401(k) plans cover a similar participant headcount to Blue Bell Creameries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Western & Southern Financial Group Employee Retirement 401(k) Savings Plan in OH (3,012 participants, $500M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.