Defined Benefit (Pension) · DOL Form 5500 · 2024

Blue Bell Creameries, Inc. Pension Plan

Data updated 2026-08-25

$420M
Total assets Above avg plan size
2,940
Participants Above avg headcount
97th
Percentile by assets National rank
$142,931
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue Bell Creameries, Inc. Pension Plan · Sponsored by Blue Bell Creameries, Inc. · Texas · Manufacturing

$420M in assets, 2,940 participants

Blue Bell Creameries, Inc.'s Blue Bell Creameries, Inc. Pension Plan reported $420M in total assets and 2,940 participants in its 2024 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.

  • #16,864 in Manufacturing (17,777 peers)

Coverage in Texas

Blue Bell Creameries, Inc. Pension Plan covers 2,940 participants in Texas, 4.3x the typical Texas plan (state average ~688 per filing). Assets: $420M.

#16,864
in Manufacturing (17,777 peers)
+8.4%
assets growth YoY
4.2×
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 2024 · DOL Form 5500

$420,215,833 Top 3% higher than 97% of 123,620 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 2024

Blue Bell Creameries, Inc. Pension 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. Pension Plan lands in the large band (2,940 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blue Bell Creameries, Inc. Pension Plan reported net income rose from $25M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Blue Bell Creameries, Inc. Pension Plan end-of-year assets rose from $388M in the plan year 2023 filing to $420M in the plan year 2024 filing.
  • Blue Bell Creameries, Inc. Pension Plan reported participants rose from 2,843 in the plan year 2023 filing to 2,940 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 742983264 · Blue Bell Creameries, Inc. PY 2024 · Defined Benefit (Pension)

Blue Bell Creameries, Inc. Pension Plan · $420M · 2,940 · 97th

  • EIN $420M
  • EIN 2,940
  • EIN 97th
  • EIN Defined Benefit (Pension)
  • EIN near Building Laborers Local 310 Pension Fund
  • EIN ind #16864

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

Sheet Metal Workers Local Union No. 80 Pension FundSheet Metal Workers Local Un…$422MLos Angeles Hotel-Restaurant Employer-Union Retirement FundLos Angeles Hotel-Restaurant…$422MSw Oh Regional Council of Carpenters Pension PlanSw Oh Regional Council of Ca…$421MBlue Bell Creameries, Inc. Pension PlanBlue Bell Creameries, Inc. P…$420MBuilding Laborers Local 310 Pension FundBuilding Laborers Local 310 …$420M
End-of-year total assets ($M) among Blue Bell Creameries, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$388M
Net Assets (End of Year)$420M
Net Income$33M
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 -100102030 Total assets ($B) Participants Blue Bell Creameries, Inc. Pension Plan, Total assets ($B): 0.420215833 · Participants: 2940Blue Bell Creameries, Inc. Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income 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 Building Laborers Local 310 Pension Fund in OH ($420M); by covered participants it is Laborers' District Council Construction Industry Pension Fund in PA (2,938 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,940 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Blue Bell Creameries, Inc. Pension Plan grew at a solid clip - up 8.4% during 2024, from $388M to $420M. Reported net income was $33M.
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 123,622 plans that reported assets for plan year 2024 (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 Building Laborers Local 310 Pension Fund in OH ($420M, 1,124 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 Laborers' District Council Construction Industry Pension Fund in PA (2,938 participants, $1.2B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.