Profit Sharing · DOL Form 5500 · 2023
Culton, Morgan, Britain, & White PC Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 49th
- Percentile by assets National rank
Official DOL plan name: Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust · Sponsored by Culton, Morgan, Britain, & White PC · Texas · Professional & Technical Services
$6M in assets, N/A participants
Culton, Morgan, Britain, & White PC's Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust reported $6M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,607 in Professional & Technical Services (20,321 peers)
2023 asset change
Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust grew at a solid clip 9.0% in 2023 ($6M → $6M) for N/A participants.
- #9,607
- in Professional & Technical Services (20,321 peers)
- +9.0%
- assets growth YoY
Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,363,376 49th percentile higher than 49% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $527K in the plan year 2023 filing.
- Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 752257844 · Culton, Morgan, Britain, & White PC PY 2023 · Profit Sharing
Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust · $6M · N/A · 49th
- 5500 $6M
- ASSETS N/A
- PCT 49th
- EIN Profit Sharing
- RANK near Penta Group, Inc. Profit Sharing Plan
- PHOTO ind #9607
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 Professional & Technical Services retirement plans → · Plans in Texas →
Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust in the asset neighbourhood
Culton, Morgan, Britain, & White PC years around the 2023 move
Sponsor-wide plan assets over time
All Culton, Morgan, Britain, & White PC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $6M |
| 2023 | 1 | N/A | $6M |
| 2024 | 1 | N/A | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $527K |
| Employer EIN | 752257844 |
| Plan Effective Date | 1974-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Culton, Morgan, Britain & White PC Profit Sharing Plan & Trust's closest out-of-state Profit Sharing peers by assets
Outside Texas, the nearest Profit Sharing by end-of-year assets is Penta Group, Inc. Profit Sharing Plan in IL at $6M (this filing: $6M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.