Profit Sharing · DOL Form 5500 · 2022
J.P. Cullen & Sons, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $27M
- Total assets
- 147
- Participants
- 81st
- Percentile by assets
- $182,797
- Avg per participant
Official DOL plan name: Cullen Profit Sharing Plan and Trust · Sponsored by J.P. Cullen & Sons, Inc. · Wisconsin · Construction
$27M in assets, 147 participants
J.P. Cullen & Sons, Inc.'s Cullen Profit Sharing Plan and Trust reported $27M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 139,126 plans)
- #7,987 in Construction (9,927 peers)
Coverage in Wisconsin
Cullen Profit Sharing Plan and Trust covers 147 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.
- $27M
- total plan assets (2022 EOY)
- 147
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $182,797
- avg assets per participant
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Cullen Profit Sharing Plan and Trust reports 147 participants - about 26% of that state average ($27M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $1M |
| Employer EIN | 391367756 |
| Plan Effective Date | 1961-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.P. Cullen & Sons, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $27M |
| 2023 | 1 | 164 | $32M |
| 2024 | 1 | 186 | $36M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Cullen Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Cullen Profit Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Cullen Profit Sharing Plan and Trust assets move in 2022? ▼
How have J.P. Cullen & Sons, Inc. plan assets changed over time? ▼
Where does Cullen Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
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Next read for Cullen Profit Sharing Plan and Trust
Filing takeaways
Ways to act on Cullen Profit Sharing Plan and Trust's numbers.
- By total assets, Cullen Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- J.P. Cullen & Sons, Inc.'s sponsor-wide assets have grown 33.6% since 2022 across 3 plan years on file. More Construction plans