Profit Sharing · DOL Form 5500 · 2024
Blue Bell Creameries, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 3,887
- Participants Above avg headcount
- 82nd
- Percentile by assets National rank
- $10,469
- 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
$41M in assets, 3,887 participants
Blue Bell Creameries, Inc.'s Blue Bell Creameries, Inc. Employee Stock Ownership Plan reported $41M in total assets and 3,887 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #13,209 in Manufacturing (17,777 peers)
Coverage in Texas
Blue Bell Creameries, Inc. Employee Stock Ownership Plan covers 3,887 participants in Texas, 5.7x the typical Texas plan (state average ~688 per filing). Assets: $41M.
- #13,209
- in Manufacturing (17,777 peers)
- -4.4%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$40,692,662 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Blue Bell Creameries, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (3,887 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan reported net income fell from $278K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan end-of-year assets fell from $43M in the plan year 2023 filing to $41M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 742983264 · Blue Bell Creameries, Inc. PY 2024 · Profit Sharing
Blue Bell Creameries, Inc. Employee Stock Ownership Plan · $41M · 3,887 · 82nd
- RANK $41M
- PHOTO 3,887
- IND 82nd
- EOY Profit Sharing
- 5500 near Laborers Local 231 Annuity Fund
- ASSETS ind #13209
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) | $43M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$2M |
| 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.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
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 Laborers Local 231 Annuity Fund in IL ($41M); by covered participants it is Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan in CA (3,882 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Laborers Local 231 Annuity Fund (IL) $41M · 766
- Ewtn 403(b) Retirement Savings Plan (AL) $41M · 468
- Shannon & Wilson, Inc. Eligible Individual Account Plan (WA) $41M · 355
- Il Federation of Teachers Pension Plan (IL) $41M · 86
Similar participant headcount
Nearest other-state filings by covered participants (3,887 participants); asset peers above are excluded.
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan (CA) 3,882 · 5 off
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) 3,927 · 40 off
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. (MO) 3,819 · 68 off
- Ironworkers Local Union 549 and 550 Security Plan (WV) 3,813 · 74 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.