Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$36M
Total assets: 186
Participants: 80th
Percentile by assets: $193,024
Avg per participant

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

$36M in assets, 186 participants

J.P. Cullen & Sons, Inc.'s Cullen Profit Sharing Plan and Trust reported $36M in total assets and 186 participants in its 2024 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 116,472 plans)

Coverage in Wisconsin

Cullen Profit Sharing Plan and Trust covers 186 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~565 per filing). Assets: $36M.

$36M
total plan assets (2024 EOY): 186
covered participants: 80th
percentile by assets (of 116,472 plans): $193,024
avg assets per participant

Cullen Profit Sharing Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Cullen Profit Sharing Plan and Trust reported participants rose from 164 in the plan year 2023 filing to 186 in the plan year 2024 filing.
Cullen Profit Sharing Plan and Trust end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Cullen Profit Sharing Plan and Trust reports 186 participants - about 33% of that state average ($36M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$32M
Net Assets (End of Year)	$36M
Net Income	$4M
Employer EIN	391367756
Plan Effective Date	1961-12-29
Filing Status	FILING RECEIVED

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

Total plan assets by year, all J.P. Cullen & Sons, Inc. plans on file

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 $1.4B · 5,999
Aspirus, Inc. Retirement Plan $893M · 10,194
Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
Clarios Retirement Savings and Investment Plan $334M · 5,088

Compare Cullen Profit Sharing Plan and Trust side-by-side with 3 peers →

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.

Illinois Operative Plasterers & Cement Masons Annuity Fund (IL) $36M · 1,251
Teamsters Local Union 331 Severance Trust Fund (NJ) $36M · 458
Dyke Industries, Inc. Profit Sharing Plan & Trust (AR) $36M · 608
Becker Capital Management, Inc. Profit Sharing Trust (OR) $36M · 31

Frequently Asked Questions

How did Cullen Profit Sharing Plan and Trust assets move in 2024? ▼

Cullen Profit Sharing Plan and Trust grew at a solid clip - up 11.3% during 2024, from $32M to $36M. Reported net income was $4M.

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 116,472 plans that reported assets for plan year 2024 (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 Illinois Operative Plasterers & Cement Masons Annuity Fund in IL ($36M, 1,251 participants).

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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.