Blue Bell Creameries 401(k) and pension plans

Blue Bell Creameries, Inc., Brenham, TX. EIN 74-2983264. Annual reports 2009–2024. Also filed as Blue Bell Creameries Inc.

Blue Bell Creameries, Inc. has 3 active retirement plans on file. The largest is the Blue Bell Creameries, Inc. Pension Plan, with 4,641 participants and $420 million in assets in 2024.

Active plans: 3
Participants: 12,859
Plan assets: $656 million
401(k) recordkeeper: Matrix Trust
Plans on file: 4
Industry: Manufacturing

All 4 plans

Active plans first

Blue Bell Creameries, Inc. Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 74-2983264
Participants (2024): 4,641
Net assets (2024): $420 million
Plan administrator: Blue Bell Creameries, Inc.
P.O. Box 1807
Brenham, TX 77834
(979) 836-7977As filed for 2024
In effect since: January 1, 1957

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,641	$420 million	not listed
2023	4,547	$388 million	not listed
2022	4,513	$362 million	not listed
2021	4,370	$416 million	not listed
2020	4,343	$343 million	not listed
2019	4,401	$309 million	not listed
2018	4,213	$268 million	not listed
2017	4,116	$280 million	not listed
2016	4,065	$242 million	not listed
2015	4,431	$237 million	not listed
2014	4,313	$227 million	not listed
2013	4,077	$204 million	not listed
2012	3,873	$164 million	not listed
2011	3,632	$140 million	not listed
2010	3,537	$142 million	not listed
2009	3,356	$124 million	not listed

Blue Bell Creameries, Inc. Employee Stock Ownership Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 74-2983264
Participants (2024): 4,140
Net assets (2024): $40.7 million
Recordkeeper: Matrix Trust2024
Plan administrator: Blue Bell Creameries, Inc.
P.O. Box 1807
Brenham, TX 77834
(979) 836-7977As filed for 2024
In effect since: January 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,140	$40.7 million	Matrix Trust
2023	4,151	$42.6 million	not listed
2022	4,151	$42.3 million	not listed
2021	3,732	$45.4 million	not listed
2020	3,559	$39.6 million	not listed
2019	3,397	$22.2 million	not listed
2018	2,283	$47.1 million	not listed
2017	2,326	$54.6 million	not listed
2016	3,329	$56.0 million	not listed
2015	4,331	$58.7 million	not listed
2014	4,555	$98.7 million	not listed
2013	4,320	$89.5 million	not listed
2012	4,061	$81.4 million	not listed
2011	3,820	$71.2 million	not listed
2010	3,556	$64.9 million	not listed
2009	3,403	$63.0 million	not listed

Blue Bell Creameries, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 74-2983264
Participants (2024): 4,078
Net assets (2024): $195 million
Recordkeeper: Fidelity2020–2024
Plan administrator: Blue Bell Creameries, Inc.
P.O Box 1807
Brenham, TX 77834
(979) 836-7977As filed for 2024
In effect since: January 1, 1999

Earlier plan names: Blue Bell Creameries Inc Profit Sharing Plan.

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,078	$195 million	Fidelity
2023	3,638	$174 million	Fidelity
2022	3,338	$152 million	Fidelity
2021	3,250	$190 million	Fidelity
2020	3,242	$168 million	Fidelity
2019	0	$0	not listed

Blue Bell Creameries, Inc. 401(k) Plan

401(k)Stopped filing

No annual report since the 2018 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 003Employer EIN 74-2983264
Participants (2018): 3,024
Net assets (2018): $98.6 million
Recordkeeper: Fidelity2009–2018
Plan administrator: Blue Bell Creameries, Inc.
P.O Box 1807
Brenham, TX 77834
(979) 836-7977As filed for 2018
In effect since: January 1, 1999

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	3,024	$98.6 million	Fidelity
2017	3,008	$101 million	Fidelity
2016	2,739	$84.7 million	Fidelity
2015	2,643	$80.1 million	Fidelity
2014	3,663	$83.7 million	Fidelity
2013	3,474	$72.8 million	Fidelity
2012	3,316	$58.0 million	Fidelity
2011	3,131	$47.7 million	Fidelity
2010	2,877	$45.0 million	Fidelity
2009	2,800	$35.9 million	Fidelity

If you had money in one of these plans

Call Matrix Trust, which runs the Blue Bell Creameries, Inc. Employee Stock Ownership Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((979) 836-7977). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Blue Bell Creameries, Inc. Pension Plan

Blue Bell Creameries, Inc. Employee Stock Ownership Plan

Blue Bell Creameries, Inc. 401(k) Plan

Blue Bell Creameries, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

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