401(k) · DOL Form 5500 · 2023

Culligan International Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
495
Participants Below avg headcount
69th
Percentile by assets National rank
$33,422
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Culligan Safe Harbor Retirement Savings Plan · Sponsored by Culligan International Company · Illinois · Manufacturing

$17M in assets, 495 participants

Culligan International Company's Culligan Safe Harbor Retirement Savings Plan reported $17M in total assets and 495 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,877 in Manufacturing (18,722 peers)

Culligan International Company multi-year trail

Culligan International Company's plans moved +65.9% in assets from 2022 to 2024; this filing shows Culligan Safe Harbor Retirement Savings Plan at $17M / 495 participants.

#10,877
in Manufacturing (18,722 peers)
+19.0%
assets growth YoY

Culligan Safe Harbor Retirement Savings Plan's outsized position by total assets

Culligan Safe Harbor Retirement Savings Plan vs every filed plan by assets

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

$16,543,839 Top 31% higher than 69% 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 Safe Harbor Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Culligan Safe Harbor Retirement Savings Plan sits mid-pack in the medium band (495 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Culligan Safe Harbor Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Culligan Safe Harbor Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Culligan Safe Harbor Retirement Savings Plan · $17M · 495 · 69th

  • ASSETS $17M
  • ASSETS 495
  • ASSETS 69th
  • ASSETS 401(k)
  • ASSETS near Txp Services, Inc. Retirement Savings 401(k) Plan
  • ASSETS ind #10877

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 Safe Harbor Retirement Savings Plan in the asset neighbourhood

Park Engineering Profit Sharing PlanPark Engineering Profit Shar…$17MCulligan Safe Harbor Retirement Savings PlanCulligan Safe Harbor Retirem…$17MTxp Services, Inc. Retirement Savings 401(k) PlanTxp Services, Inc. Retiremen…$17MYanka Industries, Inc. Retirement PlanYanka Industries, Inc. Retir…$17MBish's Rv 401(k) Plan$17M
End-of-year total assets ($M) among Culligan Safe Harbor Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Culligan International Company multi-year asset trail

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

Culligan International Company filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN133346689
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Culligan Safe Harbor Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Culligan Safe Harbor Retirement Savings Plan, Total assets ($B): 0.016543839 · Participants: 495Culligan Safe Harbor 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 Safe Harbor Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Txp Services, Inc. Retirement Savings 401(k) Plan in CT ($17M); by covered participants it is Pacific Drilling 401(k) Plan in TX (495 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (495 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 Safe Harbor Retirement Savings Plan assets move in 2023?
Culligan Safe Harbor Retirement Savings Plan grew sharply - up 19.0% during 2023, from $14M to $17M. Reported net income was $3M.
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.
Which 401(k) plans are similar in size to Culligan Safe Harbor Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Txp Services, Inc. Retirement Savings 401(k) Plan in CT ($17M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Culligan Safe Harbor Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Pacific Drilling 401(k) Plan in TX (495 participants, $51M in assets).