401(k) · DOL Form 5500 · 2023

Culligan International Company 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,356
Participants Near avg headcount
90th
Percentile by assets National rank
$60,353
Avg per participant Low balance/head
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Official DOL plan name: Culligan Retirement Savings Plan · Sponsored by Culligan International Company · Illinois · Manufacturing

$82M in assets, 1,356 participants

Culligan International Company's Culligan Retirement Savings Plan reported $82M in total assets and 1,356 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,890 in Manufacturing (18,722 peers)

Where Culligan Retirement Savings Plan sits by assets

Culligan Retirement Savings Plan sits in the top 10% of all filed plans by assets, $82M for 1,356 participants (~$60,353/participant), up 23.9% in 2023.

#15,890
in Manufacturing (18,722 peers)
+23.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Culligan Retirement Savings Plan's outsized position by total assets

Culligan Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$81,839,098 Top 10% higher than 90% of 127,068 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 2023

Culligan Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Culligan Retirement Savings Plan lands in the large band (1,356 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Culligan Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Culligan Retirement Savings Plan reported participants rose from 1,087 in the plan year 2022 filing to 1,356 in the plan year 2023 filing.
  • Culligan Retirement Savings Plan end-of-year assets rose from $66M in the plan year 2022 filing to $82M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133346689 · Culligan International Company PY 2023 · 401(k)

Culligan Retirement Savings Plan · $82M · 1,356 · 90th

  • RANK $82M
  • PHOTO 1,356
  • IND 90th
  • EOY 401(k)
  • 5500 near Liveperson, Inc. 401(k) Retirement Plan
  • ASSETS ind #15890

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 Manufacturing retirement plans → · Plans in Illinois →

Culligan Retirement Savings Plan in the asset neighbourhood

Erie Materials, Inc. Profit Sharing & 401(k) PlanErie Materials, Inc. Profit …$82MCulligan Retirement Savings PlanCulligan Retirement Savings …$82MLiveperson, Inc. 401(k) Retirement PlanLiveperson, Inc. 401(k) Reti…$82MYates Services Retirement & Savings PlanYates Services Retirement & …$82MFeld Entertainment, Inc. 401(k) PlanFeld Entertainment, Inc. 401…$82M
End-of-year total assets ($M) among Culligan Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$82M
Net Income$16M
Employer EIN133346689
Plan Effective Date2004-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Culligan International Company)

Sponsor-wide plan assets over time

All Culligan International Company plans reported in each filing year

Latest sponsor-wide plan assets
$133M 65.9020027515477% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $79.9M $133M ▲ +65.9%
Year Plans Participants Total Assets
2022 2 1,582 $80M
2023 2 1,851 $98M
2024 2 2,290 $133M

Nearby 401(k) Plans in Illinois

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

Culligan Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Culligan Retirement Savings Plan, Total assets ($B): 0.081839098 · Participants: 1356Culligan Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Culligan Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Liveperson, Inc. 401(k) Retirement Plan in NY ($82M); by covered participants it is Ctm North America 401(k) Plan in NE (1,356 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,356 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Culligan Retirement Savings Plan assets move in 2023?
Culligan Retirement Savings Plan grew sharply - up 23.9% during 2023, from $66M to $82M. Reported net income was $16M.
How have Culligan International Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Culligan International Company's sponsor-wide assets grew 65.9%, from $80M to $133M.
Where does Culligan Retirement Savings Plan rank by assets among Form 5500 filers?
Culligan Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Culligan Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Liveperson, Inc. 401(k) Retirement Plan in NY ($82M, 773 participants).
Which 401(k) plans cover a similar participant headcount to Culligan Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Ctm North America 401(k) Plan in NE (1,356 participants, $112M in assets).