Profit Sharing · DOL Form 5500 · 2024
Cullman Surgical Associates PC Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $719,362
- Avg per participant High balance/head
Official DOL plan name: Cullman Surgical Associates PC Retirement Plan · Sponsored by Cullman Surgical Associates PC · Alabama · Healthcare & Social Assistance
$4M in assets, 5 participants
Cullman Surgical Associates PC's Cullman Surgical Associates PC Retirement Plan reported $4M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,386 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Cullman Surgical Associates PC Retirement Plan holds $4M for 5 participants - about $719,362 per participant, in the lower half of filed plans by assets.
- #6,386
- in Healthcare & Social Assistance (16,916 peers)
- +4.8%
- 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 2024 · DOL Form 5500
$3,596,812 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cullman Surgical Associates PC Retirement Plan among micro filed plans by headcount
Plan-year 2024 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 2023 → plan year 2024
- Cullman Surgical Associates PC Retirement Plan reported net income rose from $152K in the plan year 2023 filing to $166K in the plan year 2024 filing.
- Cullman Surgical Associates PC Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 721382319 · Cullman Surgical Associates PC PY 2024 · Profit Sharing
Cullman Surgical Associates PC Retirement Plan · $4M · 5 · 37th
- NET $4M
- BOOK 5
- VS-ST 37th
- BOY Profit Sharing
- SCH near Architectural Design Collaborative, Inc. Retirement Plan and Trust
- EBSA ind #6386
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
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $166K |
| Employer EIN | 721382319 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING 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
| 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.
- The Health Care Authority for Baptist Health Matching Dollar Plan $49M · 2,217
- Ewtn 403(b) Retirement Savings Plan $41M · 468
- Pathology Associates, P.C. Profit Sharing Plan and Trust $35M · 40
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $28M · 16
- Auto Investment, Inc. 401(k) Plan $27M · 401
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 Architectural Design Collaborative, Inc. Retirement Plan and Trust in FL ($4M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.