Profit Sharing · DOL Form 5500 · 2023

Blue Bell Creameries, Inc. Profit Sharing Plan

Data updated 2026-08-11

$43M
Total assets: 3,885
Participants: 84th
Percentile by assets: $10,958
Avg per participant

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.

84th percentile by assets (of 127,072 plans)
#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.

$43M
total plan assets (2023 EOY): 3,885
covered participants: 84th
percentile by assets (of 127,072 plans): $10,958
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Texas

Industry

Manufacturing

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Blue Bell Creameries, Inc. Employee Stock Ownership Plan reports 3,885 participants - 5.7x that state average ($43M EOY assets).

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.)

Total plan assets by year, all Blue Bell Creameries, Inc. plans on file

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.

Blue Bell Creameries, Inc. Employee Stock Ownership Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

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

Compare Blue Bell Creameries, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Blue Bell Creameries, Inc. Employee Stock Ownership Plan by total assets, not by location.

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

Frequently Asked Questions

How did Blue Bell Creameries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Blue Bell Creameries, Inc. Employee Stock Ownership Plan held essentially flat - up 0.7% during 2023, from $42M to $43M. Reported net income was $278K.

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. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Blue Bell Creameries, Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Blue Bell Creameries, Inc. Employee Stock Ownership Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Alivia Care, Inc. 403(b) Retirement Plan in FL ($42M, 1,154 participants).

Next read for Blue Bell Creameries, Inc. Employee Stoc…

Filing takeaways

Ways to act on Blue Bell Creameries, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Blue Bell Creameries, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
Blue Bell Creameries, Inc.'s sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Manufacturing plans

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.