Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$36M
Total assets Below avg plan size
186
Participants Below avg headcount
80th
Percentile by assets National rank
$193,024
Avg per participant Above avg balance/head
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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.

  • #7,080 in Construction (9,039 peers)

Coverage in Wisconsin

Cullen Profit Sharing Plan and Trust covers 186 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $36M.

#7,080
in Construction (9,039 peers)
+11.3%
assets growth YoY
0.4×
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 2024 · DOL Form 5500

$35,902,430 Top 20% higher than 80% of 123,620 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 2024

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

Plan-year 2024 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 (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 391367756 · J.P. Cullen & Sons, Inc. PY 2024 · Profit Sharing

Cullen Profit Sharing Plan and Trust · $36M · 186 · 80th

  • SCH $36M
  • SCH 186
  • SCH 80th
  • SCH Profit Sharing
  • SCH near Illinois Operative Plasterers & Cement Masons Annuity Fund
  • SCH ind #7080

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

Dyke Industries, Inc. Profit Sharing Plan & TrustDyke Industries, Inc. Profit…$36MTeamsters Local Union 331 Severance Trust FundTeamsters Local Union 331 Se…$36MCullen Profit Sharing Plan and TrustCullen Profit Sharing Plan a…$36MIllinois Operative Plasterers & Cement Masons Annuity FundIllinois Operative Plasterer…$36MGreater Cincinnati Behavioral Health Services Retirement PlanGreater Cincinnati Behaviora…$36M
End-of-year total assets ($M) among Cullen Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
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): 0.03590243 · Participants: 186Cullen Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment 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 Illinois Operative Plasterers & Cement Masons Annuity Fund in IL ($36M); by covered participants it is Southeast Forest Products 401(k) Plan in AL (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 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 123,622 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).
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 Southeast Forest Products 401(k) Plan in AL (186 participants, $7M in assets).

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.