ESOP · DOL Form 5500 · 2023

J.T. Cullen Company, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
55
Participants
62nd
Percentile by assets
$214,994
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

$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.

  • 62nd percentile by assets (of 127,072 plans)
  • #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.

$12M
total plan assets (2023 EOY)
55
covered participants
62nd
percentile by assets (of 127,072 plans)
$214,994
avg assets per participant

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.

Where J.T. Cullen Co., Inc. Employee Stock Ownership Plan sits 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 2023 · DOL Form 5500

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

This plan $0 $2,010,000,000 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

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 →

State
Illinois
Industry
Manufacturing

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 (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 ($B) Participants J.T. Cullen Co., Inc…, Total assets ($B): 0.011824648 · Participants: 55J.T. Cullen Co., Inc…Amsted Industries In…, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries In…Kehe Distributors, I…, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company E…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…
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 Own… side-by-side with 3 peers →

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 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).

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

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.