401(k) · DOL Form 5500 · 2022

Culligan Soft Water Service Company 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
547
Participants Below avg headcount
88th
Percentile by assets National rank
$94,154
Avg per participant Below avg balance/head
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Official DOL plan name: Culligan Soft Water Services Savings Plan · Sponsored by Culligan Soft Water Service Company · Minnesota · Other Services

$52M in assets, 547 participants

Culligan Soft Water Service Company's Culligan Soft Water Services Savings Plan reported $52M in total assets and 547 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,971 in Other Services (8,398 peers)

Coverage in Minnesota

Culligan Soft Water Services Savings Plan covers 547 participants in Minnesota, about 49% of the average Minnesota filer (state average ~1,126 per filing). Assets: $52M.

#7,971
in Other Services (8,398 peers)
-21.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Culligan Soft Water Services Savings Plan's outsized position by total assets

Culligan Soft Water Services Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$51,502,475 Top 12% higher than 88% of 139,123 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 2022

Culligan Soft Water Services Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Culligan Soft Water Services Savings Plan sits mid-pack in the medium band (547 participants).

EBSA filing schedule strip

Filing strip 410642507 · Culligan Soft Water Service Company PY 2022 · 401(k)

Culligan Soft Water Services Savings Plan · $52M · 547 · 88th

  • SCH $52M
  • SCH 547
  • SCH 88th
  • SCH 401(k)
  • SCH near Building Your Benefits Retirement Savings Plan
  • SCH ind #7971

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 Other Services retirement plans → · Plans in Minnesota →

Culligan Soft Water Services Savings Plan in the asset neighbourhood

Nba Retirement Plan for RefereesNba Retirement Plan for Refe…$52MDeem/Csc/Gbi 401(k) Plan$52MCulligan Soft Water Services Savings PlanCulligan Soft Water Services…$52MBuilding Your Benefits Retirement Savings PlanBuilding Your Benefits Retir…$52MSpellman 401(k) Savings Plan$51M
End-of-year total assets ($M) among Culligan Soft Water Services Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$52M
Net Income-$14M
Employer EIN410642507
Plan Effective Date2022-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Culligan Soft Water Service Company)

Sponsor-wide plan assets over time

All Culligan Soft Water Service Company plans reported in each filing year

Latest sponsor-wide plan assets
$68M 31.53148853525971% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $51.5M $67.7M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 547 $52M
2023 1 578 $62M
2024 1 581 $68M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Culligan Soft Water Services Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Culligan Soft Water Services Savings Plan, Total assets ($B): 0.051502475 · Participants: 547Culligan Soft Water Services Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Culligan Soft Water Services Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Culligan Soft Water Services Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Building Your Benefits Retirement Savings Plan in OH ($52M); by covered participants it is Sphere Institute/Acumen LLC 401(k) Plan in CA (547 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (547 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Culligan Soft Water Services Savings Plan assets move in 2022?
Culligan Soft Water Services Savings Plan declined sharply - down 21.2% during 2022, from $65M to $52M. Reported net income was -$14M.
How have Culligan Soft Water Service Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Culligan Soft Water Service Company's sponsor-wide assets grew 31.5%, from $52M to $68M.
Where does Culligan Soft Water Services Savings Plan rank by assets among Form 5500 filers?
Culligan Soft Water Services Savings Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Culligan Soft Water Services Savings Plan?
Among 401(k) plans in other states, the closest by assets is Building Your Benefits Retirement Savings Plan in OH ($52M, 2,876 participants).
Which 401(k) plans cover a similar participant headcount to Culligan Soft Water Services Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Sphere Institute/Acumen LLC 401(k) Plan in CA (547 participants, $46M in assets).