Profit Sharing · DOL Form 5500 · 2023

J.P. Cullen & Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
164
Participants Small participant base
80th
Percentile by assets National rank
$196,685
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cullen Profit Sharing Plan and Trust · Sponsored by J.P. Cullen & Sons, Inc. · Wisconsin · Construction

$32M in assets, 164 participants

J.P. Cullen & Sons, Inc.'s Cullen Profit Sharing Plan and Trust reported $32M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,102 in Construction (9,030 peers)

Coverage in Wisconsin

Cullen Profit Sharing Plan and Trust covers 164 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $32M.

#7,102
in Construction (9,030 peers)
+20.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cullen Profit Sharing Plan and Trust's outsized position by total assets

Cullen Profit Sharing Plan and Trust vs every filed plan by assets

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

$32,256,323 Top 20% higher than 80% 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

Cullen Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cullen Profit Sharing Plan and Trust sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cullen Profit Sharing Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cullen Profit Sharing Plan and Trust end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Cullen Profit Sharing Plan and Trust reported participants rose from 147 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391367756 · J.P. Cullen & Sons, Inc. PY 2023 · Profit Sharing

Cullen Profit Sharing Plan and Trust · $32M · 164 · 80th

  • PCT $32M
  • PCT 164
  • PCT 80th
  • PCT Profit Sharing
  • PCT near Saint Martin's University 403(b) Plan
  • PCT ind #7102

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 Construction retirement plans → · Plans in Wisconsin →

Cullen Profit Sharing Plan and Trust in the asset neighbourhood

Anderson Regional Medical Center Retirement Savings PlanAnderson Regional Medical Ce…$32MSheet Metal Workers Local Union No. 292 Annuity FundSheet Metal Workers Local Un…$32MSaint Martin's University 403(b) PlanSaint Martin's University 40…$32MCullen Profit Sharing Plan and TrustCullen Profit Sharing Plan a…$32MTeva Pr LLC Savings Plan$32M
End-of-year total assets ($M) among Cullen Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN391367756
Plan Effective Date1961-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (J.P. Cullen & Sons, Inc.)

Sponsor-wide plan assets over time

All J.P. Cullen & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 33.60975158641538% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.9M $35.9M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 147 $27M
2023 1 164 $32M
2024 1 186 $36M

Nearby Profit Sharing Plans in Wisconsin

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

Cullen Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Cullen Profit Sharing Plan and Trust, Total assets ($B): 0.032256323 · Participants: 164Cullen Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Cullen Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Cullen Profit Sharing Plan and Trust side-by-side with 3 peers →

Cullen Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Saint Martin's University 403(b) Plan in WA ($32M); by covered participants it is Northeast Ohio Neighborhood Health Services, Inc. Profit Sharing Plan in OH (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Cullen Profit Sharing Plan and Trust assets move in 2023? ▼
Cullen Profit Sharing Plan and Trust grew sharply - up 20.0% during 2023, from $27M to $32M. Reported net income was $5M.
How have J.P. Cullen & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.P. Cullen & Sons, Inc.'s sponsor-wide assets grew 33.6%, from $27M to $36M.
Where does Cullen Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Cullen Profit Sharing Plan and Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Cullen Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Saint Martin's University 403(b) Plan in WA ($32M, 468 participants).
Which Profit Sharing plans cover a similar participant headcount to Cullen Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Northeast Ohio Neighborhood Health Services, Inc. Profit Sharing Plan in OH (164 participants, $12M 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 391367756.

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.