Profit Sharing · DOL Form 5500 · 2023
J.P. Cullen & Sons, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $32M
- Total assets
- 164
- Participants
- 80th
- Percentile by assets
- $196,685
- Avg per participant
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.
- 80th percentile by assets (of 127,072 plans)
- #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.
- $32M
- total plan assets (2023 EOY)
- 164
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $196,685
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Cullen Profit Sharing Plan and Trust reports 164 participants - about 29% of that state average ($32M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 391367756 |
| Plan Effective Date | 1961-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.P. Cullen & Sons, Inc.)
| 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
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Cullen Profit Sharing Plan and Trust by total assets, not by location.
- Saint Martin's University 403(b) Plan (WA) $32M · 468
- Sheet Metal Workers Local Union No. 292 Annuity Fund (MI) $32M · 550
- Anderson Regional Medical Center Retirement Savings Plan (MS) $32M · 1,515
- Teva Pr LLC Savings Plan (PR) $32M · 129
Frequently Asked Questions
How did Cullen Profit Sharing Plan and Trust assets move in 2023? ▼
How have J.P. Cullen & Sons, Inc. plan assets changed over time? ▼
Where does Cullen Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Cullen Profit Sharing Plan and Trust? ▼
Next read for Cullen Profit Sharing Plan and Trust
Filing takeaways
Ways to act on Cullen Profit Sharing Plan and Trust's numbers.
- By total assets, Cullen Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- J.P. Cullen & Sons, Inc.'s sponsor-wide assets have grown 33.6% since 2022 across 3 plan years on file. More Construction plans