Profit Sharing · DOL Form 5500 · 2022

J.P. Cullen & Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
147
Participants Small participant base
81st
Percentile by assets National rank
$182,797
Avg per participant Above avg balance/head
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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.

  • #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.

#7,987
in Construction (9,927 peers)
+4.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cullen Profit Sharing Plan and Trust's outsized position by total assets

Cullen Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,871,115 Top 19% higher than 81% of 139,123 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 2022

Cullen Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cullen Profit Sharing Plan and Trust sits mid-pack in the medium band (147 participants).

DOL schedule card

Filing strip 391367756 · J.P. Cullen & Sons, Inc. PY 2022 · Profit Sharing

Cullen Profit Sharing Plan and Trust · $27M · 147 · 81st

  • TYPE $27M
  • TYPE 147
  • TYPE 81st
  • TYPE Profit Sharing
  • TYPE near The Savings Plan for Employees of Wyckoff Heights Medical Center
  • TYPE ind #7987

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 Construction retirement plans → · Plans in Wisconsin →

Cullen Profit Sharing Plan and Trust in the asset neighbourhood

Peterson Manufacturing Company Profit Sharing PlanPeterson Manufacturing Compa…$27MIBEW Local Union No. 812 Annuity PlanIBEW Local Union No. 812 Ann…$27MCullen Profit Sharing Plan and TrustCullen Profit Sharing Plan a…$27MThe Savings Plan for Employees of Wyckoff Heights Medical CenterThe Savings Plan for Employe…$27MSan Domenico School 403(b) Retirement PlanSan Domenico School 403(b) R…$27M
End-of-year total assets ($M) among Cullen Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN391367756
Plan Effective Date1961-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (J.P. Cullen & Sons, Inc.)

Sponsor-wide plan assets over time

All J.P. Cullen & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 33.60975158641538% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.9M $35.9M ▲ +33.6%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Cullen Profit Sharing Plan and Trust, Total assets ($B): 0.026871115 · Participants: 147Cullen Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Cullen Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Cullen Profit Sharing Plan and Trust side-by-side with 3 peers →

Cullen Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is The Savings Plan for Employees of Wyckoff Heights Medical Center in NY ($27M); by covered participants it is Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees in NY (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cullen Profit Sharing Plan and Trust assets move in 2022? ▼
Cullen Profit Sharing Plan and Trust edged up modestly - up 4.8% during 2022, from $26M to $27M. Reported net income was $1M.
How have J.P. Cullen & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.P. Cullen & Sons, Inc.'s sponsor-wide assets grew 33.6%, from $27M to $36M.
Where does Cullen Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Cullen Profit Sharing Plan and Trust ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Cullen Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is The Savings Plan for Employees of Wyckoff Heights Medical Center in NY ($27M, 1,034 participants).
Which Profit Sharing plans cover a similar participant headcount to Cullen Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees in NY (147 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391367756.

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.