ESOP · DOL Form 5500 · 2022

J.T. Cullen Company, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
53
Participants Small participant base
73rd
Percentile by assets National rank
$295,914
Avg per participant High balance/head
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Official DOL plan name: J.T. Cullen Co., Inc. Employee Stock Ownership Plan · Sponsored by J.T. Cullen Company, Inc. · Illinois · Manufacturing

$16M in assets, 53 participants

J.T. Cullen Company, Inc.'s J.T. Cullen Co., Inc. Employee Stock Ownership Plan reported $16M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,962 in Manufacturing (20,602 peers)

J.T. Cullen Company, Inc. multi-year trail

J.T. Cullen Company, Inc.'s plans moved -49.1% in assets from 2022 to 2024; this filing shows J.T. Cullen Co., Inc. Employee Stock Ownership Plan at $16M / 53 participants.

#12,962
in Manufacturing (20,602 peers)
-4.0%
assets change YoY

The plan reported a net loss of $266K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.T. Cullen Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

J.T. Cullen Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,683,433 Top 27% higher than 73% 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

J.T. Cullen Co., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.T. Cullen Co., Inc. Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 362681015 · J.T. Cullen Company, Inc. PY 2022 · ESOP

J.T. Cullen Co., Inc. Employee Stock Ownership Plan · $16M · 53 · 73rd

  • BOY $16M
  • BOY 53
  • BOY 73rd
  • BOY ESOP
  • BOY near Performance Validation Employee Stock Ownership Plan
  • BOY ind #12962

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 What is an ESOP? → · Plans in Illinois →

J.T. Cullen Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gleason Research Associates, Inc. ESOPGleason Research Associates,…$16MPride Mobility Employee Stock Ownership Retirement PlanPride Mobility Employee Stoc…$16MDlc Resources, Inc. Employee Stock Ownership PlanDlc Resources, Inc. Employee…$16MJ.T. Cullen Co., Inc. Employee Stock Ownership PlanJ.T. Cullen Co., Inc. Employ…$16MPerformance Validation Employee Stock Ownership PlanPerformance Validation Emplo…$16M
End-of-year total assets ($M) among J.T. Cullen Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

J.T. Cullen Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.T. Cullen Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.130187249181986% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $15.7M $7.98M ▼ -49.1%
Year Plans Participants Total Assets
2022 1 53 $16M
2023 1 55 $12M
2024 1 50 $8M

J.T. Cullen Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$266K
Employer EIN362681015
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

J.T. Cullen Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants J.T. Cullen Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.015683433 · Participants: 53J.T. Cullen Co., Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
J.T. Cullen Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

J.T. Cullen Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Performance Validation Employee Stock Ownership Plan in IN ($16M); by covered participants it is Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (53 participants). Same-state nearby plans are listed separately above.

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 J.T. Cullen Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
J.T. Cullen Co., Inc. Employee Stock Ownership Plan edged down modestly - down 4.0% during 2022, from $16M to $16M. Reported net income was -$266K.
How have J.T. Cullen Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.T. Cullen Company, Inc.'s sponsor-wide assets declined 49.1%, from $16M to $8M.
Which ESOP plans are similar in size to J.T. Cullen Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Performance Validation Employee Stock Ownership Plan in IN ($16M, 78 participants).
Which ESOP plans cover a similar participant headcount to J.T. Cullen Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (53 participants, $76M in assets).