ESOP · DOL Form 5500 · 2022

J.T. Cullen Company, Inc. ESOP

Data updated 2026-08-11

$16M
Total assets
53
Participants
73rd
Percentile by assets
$295,914
Avg per participant
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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.

  • 73rd percentile by assets (of 139,126 plans)
  • #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.

$16M
total plan assets (2022 EOY)
53
covered participants
73rd
percentile by assets (of 139,126 plans)
$295,914
avg assets per participant

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.

State
Industry

J.T. Cullen Company, Inc. across 3 plan years on file

Across the 3 plan years J.T. Cullen Company, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $8M, a decline of 49.1%, while reported participants moved from 53 to 50 (-5.7%). Peak year by sponsor assets: 2022 ($16M); trough: 2024 ($8M).

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

$5M$10M$15M$20M 202220232024 $15.7M $7.98M ▼ -49.1%
Total plan assets by year, all J.T. Cullen Company, Inc. plans on file
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

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…Amsted Industries In…Ori 401(k) Savings a…Kehe Distributors, I…Scot Forge Company E…Rli Corp. Employee S…
J.T. Cullen Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to J.T. Cullen Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for J.T. Cullen Co., Inc. Employee Stock Own…

Multi-year trail

Ways to act on J.T. Cullen Co., Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, J.T. Cullen Co., Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
  • J.T. Cullen Company, Inc.'s sponsor-wide assets have declined 49.1% since 2022 across 3 plan years on file. More Manufacturing plans