Profit Sharing · DOL Form 5500 · 2023

Cullman Surgical Associates PC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
38th
Percentile by assets National rank
$686,200
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cullman Surgical Associates PC Retirement Plan · Sponsored by Cullman Surgical Associates PC · Alabama · Healthcare & Social Assistance

$3M in assets, 5 participants

Cullman Surgical Associates PC's Cullman Surgical Associates PC Retirement Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,992 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Cullman Surgical Associates PC Retirement Plan holds $3M for 5 participants - about $686,200 per participant, in the lower half of filed plans by assets.

#6,992
in Healthcare & Social Assistance (17,684 peers)
+4.6%
assets growth YoY

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 2023 · DOL Form 5500

$3,430,998 38th percentile higher than 38% 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

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

Plan-year 2023 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 (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cullman Surgical Associates PC Retirement Plan reported net income rose from -$546K in the plan year 2022 filing to $152K in the plan year 2023 filing.
  • Cullman Surgical Associates PC Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Cullman Surgical Associates PC Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721382319 · Cullman Surgical Associates PC PY 2023 · Profit Sharing

Cullman Surgical Associates PC Retirement Plan · $3M · 5 · 38th

  • VS-ST $3M
  • BOY 5
  • SCH 38th
  • EBSA Profit Sharing
  • PART near Lfw, Inc. Profit Sharing Plan
  • TYPE ind #6992

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

Master Group Employees Retirement PlanMaster Group Employees Retir…$3MCullman Surgical Associates PC Retirement PlanCullman Surgical Associates …$3MLfw, Inc. Profit Sharing Plan$3MHedra Inc. Profit Sharing PlanHedra Inc. Profit Sharing Pl…$3MFremont Nephrology Professional Corporation, Profit Sharing PlanFremont Nephrology Professio…$3M
End-of-year total assets ($M) among Cullman Surgical Associates PC Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$152K
Employer EIN721382319
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cullman Surgical Associates PC)

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

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. -50005001000150020002500 01020304050 Total assets ($M) Participants Cullman Surgical Associates PC Retirement Plan, Total assets ($M): 3.430998 · Participants: 5Cullman Surgical Associates PC Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center 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 Lfw, Inc. Profit Sharing Plan in IN ($3M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Cullman Surgical Associates PC Retirement Plan assets move in 2023? ▼
Cullman Surgical Associates PC Retirement Plan edged up modestly - up 4.6% during 2023, from $3M to $3M. Reported net income was $152K.
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 Lfw, Inc. Profit Sharing Plan in IN ($3M, 22 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 Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 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.