Defined Benefit (Pension) · DOL Form 5500 · 2023

Blue Bell Creameries, Inc. Pension Plan

Data updated 2026-08-25

$388M
Total assets Above avg plan size
2,843
Participants Above avg headcount
97th
Percentile by assets National rank
$136,353
Avg per participant Near avg balance/head
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Official DOL plan name: Blue Bell Creameries, Inc. Pension Plan · Sponsored by Blue Bell Creameries, Inc. · Texas · Manufacturing

$388M in assets, 2,843 participants

Blue Bell Creameries, Inc.'s Blue Bell Creameries, Inc. Pension Plan reported $388M in total assets and 2,843 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,772 in Manufacturing (18,722 peers)

Coverage in Texas

Blue Bell Creameries, Inc. Pension Plan covers 2,843 participants in Texas, 4.1x the typical Texas plan (state average ~688 per filing). Assets: $388M.

#17,772
in Manufacturing (18,722 peers)
+7.0%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Blue Bell Creameries, Inc. Pension Plan's outsized position by total assets

Blue Bell Creameries, Inc. Pension Plan vs every filed plan by assets

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

$387,651,792 Top 3% higher than 97% 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. Pension 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. Pension Plan lands in the large band (2,843 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Bell Creameries, Inc. Pension Plan reported net income rose from -$54M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Blue Bell Creameries, Inc. Pension Plan end-of-year assets rose from $362M in the plan year 2022 filing to $388M in the plan year 2023 filing.
  • Blue Bell Creameries, Inc. Pension Plan reported participants rose from 2,812 in the plan year 2022 filing to 2,843 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742983264 · Blue Bell Creameries, Inc. PY 2023 · Defined Benefit (Pension)

Blue Bell Creameries, Inc. Pension Plan · $388M · 2,843 · 97th

  • EIN $388M
  • RANK 2,843
  • PHOTO 97th
  • IND Defined Benefit (Pension)
  • EOY near Scripps/Journal Pension Plan
  • 5500 ind #17772

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. Pension Plan in the asset neighbourhood

St. Paul Electrical Construction Pension PlanSt. Paul Electrical Construc…$388MBlue Bell Creameries, Inc. Pension PlanBlue Bell Creameries, Inc. P…$388MScripps/Journal Pension Plan$387MSturdy Memorial Hospital Inc Retirement PlanSturdy Memorial Hospital Inc…$387MIBEW Local No. 236 Pension PlanIBEW Local No. 236 Pension P…$387M
End-of-year total assets ($M) among Blue Bell Creameries, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$362M
Net Assets (End of Year)$388M
Net Income$25M
Employer EIN742983264
Plan Effective Date1957-01-01
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 Defined Benefit (Pension) Plans in Texas

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

Blue Bell Creameries, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Blue Bell Creameries, Inc. Pension Plan, Total assets ($B): 0.387651792 · Participants: 2843Blue Bell Creameries, Inc. Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Blue Bell Creameries, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Blue Bell Creameries, Inc. Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Scripps/Journal Pension Plan in OH ($387M); by covered participants it is Lamb Weston, Inc. Pension Plan for Plant Hourly Employees in ID (2,846 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($388M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,843 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. Pension Plan assets move in 2023? ▼
Blue Bell Creameries, Inc. Pension Plan grew at a solid clip - up 7.0% during 2023, from $362M to $388M. Reported net income was $25M.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Blue Bell Creameries, Inc. Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Blue Bell Creameries, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Scripps/Journal Pension Plan in OH ($387M, 448 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Blue Bell Creameries, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lamb Weston, Inc. Pension Plan for Plant Hourly Employees in ID (2,846 participants, $26M 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.