Profit Sharing · DOL Form 5500 · 2023
Blue Bell Creameries, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 3,885
- Participants Above avg headcount
- 84th
- Percentile by assets National rank
- $10,958
- Avg per participant Low balance/head
Official DOL plan name: Blue Bell Creameries, Inc. Employee Stock Ownership Plan · Sponsored by Blue Bell Creameries, Inc. · Texas · Manufacturing
$43M in assets, 3,885 participants
Blue Bell Creameries, Inc.'s Blue Bell Creameries, Inc. Employee Stock Ownership Plan reported $43M in total assets and 3,885 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #14,380 in Manufacturing (18,722 peers)
Coverage in Texas
Blue Bell Creameries, Inc. Employee Stock Ownership Plan covers 3,885 participants in Texas, 5.7x the typical Texas plan (state average ~688 per filing). Assets: $43M.
- #14,380
- in Manufacturing (18,722 peers)
- +0.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Blue Bell Creameries, Inc. Employee Stock Ownership Plan's outsized position by total assets
Blue Bell Creameries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,572,663 Top 16% higher than 84% of 127,068 filed plans
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. Employee Stock Ownership 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. Employee Stock Ownership Plan lands in the large band (3,885 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $278K in the plan year 2023 filing.
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan reported participants rose from 3,469 in the plan year 2022 filing to 3,885 in the plan year 2023 filing.
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2022 filing to $43M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 742983264 · Blue Bell Creameries, Inc. PY 2023 · Profit Sharing
Blue Bell Creameries, Inc. Employee Stock Ownership Plan · $43M · 3,885 · 84th
- SCH $43M
- EBSA 3,885
- PART 84th
- TYPE Profit Sharing
- NET near Alivia Care, Inc. 403(b) Retirement Plan
- BOOK ind #14380
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. Employee Stock Ownership Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $278K |
| Employer EIN | 742983264 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 9,218 | $557M |
| 2023 | 3 | 9,741 | $604M |
| 2024 | 3 | 10,093 | $656M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Blue Bell Creameries, Inc. Employee Stock Ownership Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Alivia Care, Inc. 403(b) Retirement Plan in FL ($42M); by covered participants it is Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan in CA (3,885 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Alivia Care, Inc. 403(b) Retirement Plan (FL) $42M · 1,154
- Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust (OR) $43M · 821
- Global Risk Consultants Corp. Tax Deferred Savings Plan (MA) $43M · 255
- Paul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement Plan (NY) $42M · 845
Similar participant headcount
Nearest other-state filings by covered participants (3,885 participants); asset peers above are excluded.
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan (CA) 3,885 · 0 off
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) 3,905 · 20 off
- Cpc-Cdpap Pension Plan & Trust (NY) 3,911 · 26 off
- Operating Engineers Local No 37 Severance & Annuity Fund (MD) 3,928 · 43 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.