Defined Benefit (Pension) · DOL Form 5500 · 2024
Ben E. Keith Company Pension Plan
Data updated 2026-08-25
- $442M
- Total assets Above avg plan size
- 2,494
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $177,191
- 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
$442M in assets, 2,494 participants
Ben E. Keith Company's Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates reported $442M in total assets and 2,494 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.
- #5,960 in Wholesale Trade (6,080 peers)
Coverage in Texas
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates covers 2,494 participants in Texas, 3.6x the typical Texas plan (state average ~688 per filing). Assets: $442M.
- #5,960
- in Wholesale Trade (6,080 peers)
- +1.7%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
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 2024 · DOL Form 5500
$441,913,975 Top 3% higher than 97% 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
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates'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. Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates lands in the large band (2,494 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates reported net income rose from -$4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates reported participants fell from 2,641 in the plan year 2023 filing to 2,494 in the plan year 2024 filing.
- Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates end-of-year assets rose from $435M in the plan year 2023 filing to $442M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 750372230 · Ben E. Keith Company PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates · $442M · 2,494 · 97th
- 5500 $442M
- 5500 2,494
- 5500 97th
- 5500 Defined Benefit (Pension)
- 5500 near Ashland Hercules Pension Plan II
- 5500 ind #5960
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) | $435M |
|---|---|
| Net Assets (End of Year) | $442M |
| Net Income | $7M |
| 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 $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
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 Ashland Hercules Pension Plan II in KY ($441M); by covered participants it is Christian School Pension Plan and Trust Fund in MI (2,498 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($442M here).
- Ashland Hercules Pension Plan II (KY) $441M · 69
- Aflac Incorporated Pension Plan (GA) $440M · 2,139
- Medianews Group Pension Plan (CO) $444M · 217
- Abbvie Pension Plan for Former Basf and Former Solvay Employees (IL) $440M · 429
Similar participant headcount
Nearest other-state filings by covered participants (2,494 participants); asset peers above are excluded.
- Christian School Pension Plan and Trust Fund (MI) 2,498 · 4 off
- Maine Medical Center Pension Plan (ME) 2,484 · 10 off
- Pension Fund of Operating Engineers Local 513 (MO) 2,483 · 11 off
- Owens Corning Merged Retirement Plan (OH) 2,475 · 19 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.