ESOP · DOL Form 5500 · 2023

J.T. Cullen Company, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
55
Participants Small participant base
62nd
Percentile by assets National rank
$214,994
Avg per participant Above avg 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

$12M in assets, 55 participants

J.T. Cullen Company, Inc.'s J.T. Cullen Co., Inc. Employee Stock Ownership Plan reported $12M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,223 in Manufacturing (18,722 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 $12M / 55 participants.

#9,223
in Manufacturing (18,722 peers)
-24.6%
assets change YoY

The plan reported a net loss of $4M 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 mid-pack asset rank among Manufacturing and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,824,648 Top 38% higher than 62% of 127,068 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 2023

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

Plan-year 2023 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 (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.T. Cullen Co., Inc. Employee Stock Ownership Plan reported net income fell from -$266K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • J.T. Cullen Co., Inc. Employee Stock Ownership Plan end-of-year assets fell from $16M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • J.T. Cullen Co., Inc. Employee Stock Ownership Plan reported participants rose from 53 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362681015 · J.T. Cullen Company, Inc. PY 2023 · ESOP

J.T. Cullen Co., Inc. Employee Stock Ownership Plan · $12M · 55 · 62nd

  • VS-ST $12M
  • VS-ST 55
  • VS-ST 62nd
  • VS-ST ESOP
  • VS-ST near Martin ESOP
  • VS-ST ind #9223

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

Ppt Florida Employee Stock Ownership PlanPpt Florida Employee Stock O…$12MStratos Solutions, Inc. Employee Stock Ownership PlanStratos Solutions, Inc. Empl…$12MD&r Earthmoving Employee Stock Ownership PlanD&r Earthmoving Employee Sto…$12MMartin ESOP$12MJ.T. Cullen Co., Inc. Employee Stock Ownership PlanJ.T. Cullen Co., Inc. Employ…$12M
End-of-year total assets ($M) among J.T. Cullen Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$4M
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 -1012345 Total assets ($B) Participants J.T. Cullen Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011824648 · Participants: 55J.T. Cullen Co., Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
J.T. Cullen Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare J.T. Cullen Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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 Martin ESOP in TX ($12M); by covered participants it is Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
J.T. Cullen Co., Inc. Employee Stock Ownership Plan declined sharply - down 24.6% during 2023, from $16M to $12M. Reported net income was -$4M.
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 Martin ESOP in TX ($12M, 372 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 Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362681015.

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.