Defined Benefit (Pension) · DOL Form 5500 · 2023
Ben E. Keith Company Pension Plan
Data updated 2026-08-25
- $435M
- Total assets Above avg plan size
- 2,641
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $164,598
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates · Sponsored by Ben E. Keith Company · Texas · Wholesale Trade
$435M in assets, 2,641 participants
Ben E. Keith Company's Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates reported $435M in total assets and 2,641 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.
- #6,194 in Wholesale Trade (6,309 peers)
Coverage in Texas
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates covers 2,641 participants in Texas, 3.8x the typical Texas plan (state average ~688 per filing). Assets: $435M.
- #6,194
- in Wholesale Trade (6,309 peers)
- -0.9%
- assets change YoY
- 4.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates's outsized position by total assets
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$434,702,701 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
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates'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. Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates lands in the large band (2,641 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates reported net income rose from -$13M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates reported participants fell from 2,787 in the plan year 2022 filing to 2,641 in the plan year 2023 filing.
- Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates end-of-year assets fell from $438M in the plan year 2022 filing to $435M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 750372230 · Ben E. Keith Company PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates · $435M · 2,641 · 97th
- EBSA $435M
- PART 2,641
- TYPE 97th
- NET Defined Benefit (Pension)
- BOOK near Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund
- VS-ST ind #6194
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 →
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $438M |
|---|---|
| Net Assets (End of Year) | $435M |
| Net Income | -$4M |
| 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 Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund in NY ($434M); by covered participants it is Nurses and Local 813 Ibt Retirement Plan in NY (2,649 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($435M here).
- Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund (NY) $434M · 1,184
- Medianews Group Pension Plan (CO) $434M · 213
- Cash Balance Retirement Plan of Hallmark Cards, Inc. (MO) $436M · 1,798
- Steamfitters Local #449 Pension Plan (PA) $436M · 1,656
Similar participant headcount
Nearest other-state filings by covered participants (2,641 participants); asset peers above are excluded.
- Nurses and Local 813 Ibt Retirement Plan (NY) 2,649 · 8 off
- Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a (NV) 2,630 · 11 off
- Rr Donnelley Pension Plan (IL) 2,626 · 15 off
- Park Ohio Industries and Subsidiaries Pension Plan (OH) 2,622 · 19 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.