401(k) · DOL Form 5500 · 2023
Ben E. Keith Company 401(k) Plan
Data updated 2026-08-25
- $401M
- Total assets Above avg plan size
- 6,240
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $64,187
- Avg per participant Low balance/head
Official DOL plan name: Ben E. Keith Company Retirement Savings Plan · Sponsored by Ben E. Keith Company · Texas · Wholesale Trade
$401M in assets, 6,240 participants
Ben E. Keith Company's Ben E. Keith Company Retirement Savings Plan reported $401M in total assets and 6,240 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.
- #6,184 in Wholesale Trade (6,309 peers)
Coverage in Texas
Ben E. Keith Company Retirement Savings Plan covers 6,240 participants in Texas, 9.1x the typical Texas plan (state average ~688 per filing). Assets: $401M.
- #6,184
- in Wholesale Trade (6,309 peers)
- +27.8%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Ben E. Keith Company Retirement Savings Plan's outsized position by total assets
Ben E. Keith Company Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$400,527,407 Top 3% higher than 97% 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
Ben E. Keith Company Retirement Savings 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. Ben E. Keith Company Retirement Savings Plan lands in the large band (6,240 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ben E. Keith Company Retirement Savings Plan end-of-year assets rose from $313M in the plan year 2022 filing to $401M in the plan year 2023 filing.
- Ben E. Keith Company Retirement Savings Plan reported net income rose from $71M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- Ben E. Keith Company Retirement Savings Plan reported participants rose from 5,778 in the plan year 2022 filing to 6,240 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 750372230 · Ben E. Keith Company PY 2023 · 401(k)
Ben E. Keith Company Retirement Savings Plan · $401M · 6,240 · 97th
- ASSETS $401M
- ASSETS 6,240
- ASSETS 97th
- ASSETS 401(k)
- ASSETS near Communications Workers of America Savings and Retirement Trust
- ASSETS ind #6184
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 →
Ben E. Keith Company Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $313M |
|---|---|
| Net Assets (End of Year) | $401M |
| Net Income | $87M |
| Employer EIN | 750372230 |
| Plan Effective Date | 1942-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,565 | $752M |
| 2023 | 2 | 8,881 | $835M |
| 2024 | 2 | 9,159 | $936M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Ben E. Keith Company Retirement Savings Plan
Ben E. Keith Company Retirement Savings Plan reports $401M in end-of-year assets across 6,240 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $64,187 per participant (46% of the national average assets-per-participant) . Net income for plan year 2023 was $87M.
This plan identity (EIN 750372230, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $313M to $494M (+57.7%) while covered participants moved from 5,778 to 6,665 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,778 | $313M | Open filing |
| 2023 | 6,240 | $401M | This page |
| 2024 · index core | 6,665 | $494M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Ben E. Keith Company Retirement Savings Plan (401(k), $494M, 6,665 participants)
- Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates (Defined Benefit (Pension), $442M, 2,494 participants)
Ben E. Keith Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Communications Workers of America Savings and Retirement Trust in DC ($401M); by covered participants it is The Wrench Group Retirement Plan in GA (6,243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($401M here).
- Communications Workers of America Savings and Retirement Trust (DC) $401M · 9,925
- Penn Mutual Retirement & Savings Plan (PA) $401M · 1,018
- Heico Holding, Inc. 401(k) Plan (IL) $400M · 5,967
- Coty Retirement Savings Plan (NY) $400M · 1,943
Similar participant headcount
Nearest other-state filings by covered participants (6,240 participants); asset peers above are excluded.
- The Wrench Group Retirement Plan (GA) 6,243 · 3 off
- Bluecross Blueshield of Tennessee Employee Retirement Savings Program (TN) 6,244 · 4 off
- Saint-Gobain Corporation 401(k) Plan for Salaried Employees (PA) 6,235 · 5 off
- B. Braun Medical Inc. Savings Plan (PA) 6,235 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.