Profit Sharing · DOL Form 5500 · 2022

Cullman Surgical Associates PC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Cullman Surgical Associates PC Retirement Plan · Sponsored by Cullman Surgical Associates PC · Alabama · Healthcare & Social Assistance

$3M in assets, 3 participants

Cullman Surgical Associates PC's Cullman Surgical Associates PC Retirement Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,283 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Cullman Surgical Associates PC Retirement Plan pulled back noticeably 14.3% in 2022 ($4M → $3M) for 3 participants.

#9,283
in Healthcare & Social Assistance (20,060 peers)
-14.3%
assets change YoY

The plan reported a net loss of $546K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cullman Surgical Associates PC Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cullman Surgical Associates PC Retirement Plan vs every filed plan by assets

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

$3,279,334 42nd percentile higher than 42% 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

Cullman Surgical Associates PC Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cullman Surgical Associates PC Retirement Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 721382319 · Cullman Surgical Associates PC PY 2022 · Profit Sharing

Cullman Surgical Associates PC Retirement Plan · $3M · 3 · 42nd

  • BOOK $3M
  • VS-ST 3
  • BOY 42nd
  • SCH Profit Sharing
  • EBSA near B & E Delivery, Inc. 401(k) Profit Sharing Plan
  • PART ind #9283

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Cullman Surgical Associates PC Retirement Plan in the asset neighbourhood

Cullman Surgical Associates PC Retirement PlanCullman Surgical Associates …$3MB & E Delivery, Inc. 401(k) Profit Sharing PlanB & E Delivery, Inc. 401(k) …$3MHolmes & Turner Employee Profit Sharing TrustHolmes & Turner Employee Pro…$3MTom Romano Insurance Agency, Inc. Profit Sharing PlanTom Romano Insurance Agency,…$3MCentral Stone Retirement Savings PlanCentral Stone Retirement Sav…$3M
End-of-year total assets ($M) among Cullman Surgical Associates PC Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Cullman Surgical Associates PC years around the 2022 move

Sponsor-wide plan assets over time

All Cullman Surgical Associates PC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.681173067458209% vs 2022
2024 filing year
$3.2M$3.3M$3.4M$3.5M$3.6M$3.7M 202220232024 $3.28M $3.6M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 5 $3M
2024 1 5 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$546K
Employer EIN721382319
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Cullman Surgical Associates PC Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 010203040 Total assets ($M) Participants Cullman Surgical Associates PC Retirement Plan, Total assets ($M): 3.279334 · Participants: 3Cullman Surgical Associates PC Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing Plan
Cullman Surgical Associates PC Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Cullman Surgical Associates PC Retirement Plan side-by-side with 3 peers →

Cullman Surgical Associates PC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is B & E Delivery, Inc. 401(k) Profit Sharing Plan in MI ($3M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Cullman Surgical Associates PC Retirement Plan assets move in 2022? ▼
Cullman Surgical Associates PC Retirement Plan pulled back noticeably - down 14.3% during 2022, from $4M to $3M. Reported net income was -$546K.
How have Cullman Surgical Associates PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cullman Surgical Associates PC's sponsor-wide assets grew 9.7%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Cullman Surgical Associates PC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is B & E Delivery, Inc. 401(k) Profit Sharing Plan in MI ($3M, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Cullman Surgical Associates PC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 721382319.

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.