401(k) · DOL Form 5500 · 2023

Culligan Soft Water Service Company 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
578
Participants Below avg headcount
88th
Percentile by assets National rank
$106,558
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

$62M in assets, 578 participants

Culligan Soft Water Service Company's Culligan Soft Water Services Savings Plan reported $62M in total assets and 578 participants in its 2023 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.

  • #7,447 in Other Services (7,857 peers)

Where Culligan Soft Water Services Savings Plan sits by assets

Culligan Soft Water Services Savings Plan sits in the top quartile of all filed plans by assets, $62M for 578 participants (~$106,558/participant), up 19.6% in 2023.

#7,447
in Other Services (7,857 peers)
+19.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$61,590,712 Top 12% higher than 88% 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 Soft Water Services 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 Soft Water Services Savings Plan sits mid-pack in the medium band (578 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Culligan Soft Water Services Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Culligan Soft Water Services Savings Plan end-of-year assets rose from $52M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Culligan Soft Water Services Savings Plan reported participants rose from 547 in the plan year 2022 filing to 578 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410642507 · Culligan Soft Water Service Company PY 2023 · 401(k)

Culligan Soft Water Services Savings Plan · $62M · 578 · 88th

  • 5500 $62M
  • ASSETS 578
  • PCT 88th
  • EIN 401(k)
  • RANK near Allied Machine & Engineering Corporation 401(k) Plan
  • PHOTO ind #7447

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

Studios Architecture Retirement PlanStudios Architecture Retirem…$62MThe Psmc Companies 401(k) and Profit Sharing PlanThe Psmc Companies 401(k) an…$62MCulligan Soft Water Services Savings PlanCulligan Soft Water Services…$62MAllied Machine & Engineering Corporation 401(k) PlanAllied Machine & Engineering…$62MPaper Machinery Corporation 401(k) PlanPaper Machinery Corporation …$62M
End-of-year total assets ($M) among Culligan Soft Water Services Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$62M
Net Income$10M
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 -50510152025 Total assets ($B) Participants Culligan Soft Water Services Savings Plan, Total assets ($B): 0.061590712 · Participants: 578Culligan Soft Water Services Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Culligan Soft Water Services Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Culligan Soft Water Services Savings Plan side-by-side with 3 peers →

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 Allied Machine & Engineering Corporation 401(k) Plan in OH ($62M); by covered participants it is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (578 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 Soft Water Services Savings Plan assets move in 2023? ▼
Culligan Soft Water Services Savings Plan grew sharply - up 19.6% during 2023, from $52M to $62M. Reported net income was $10M.
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 127,072 plans that reported assets for plan year 2023 (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 Allied Machine & Engineering Corporation 401(k) Plan in OH ($62M, 435 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 Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants, $176M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410642507.

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.