401(k) · DOL Form 5500 · 2023

Culligan Southwest, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
126
Participants Small participant base
61st
Percentile by assets National rank
$86,937
Avg per participant Below avg balance/head
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Official DOL plan name: Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Culligan Southwest, Inc. · Texas · Retail Trade

$11M in assets, 126 participants

Culligan Southwest, Inc.'s Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,016 in Retail Trade (8,414 peers)

Coverage in Texas

Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust covers 126 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#6,016
in Retail Trade (8,414 peers)
+21.4%
assets growth YoY

Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,954,085 Top 39% higher than 61% 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 Southwest, Inc. 401(k) Profit Sharing Plan & Trust 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 Southwest, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $810K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 144 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750917155 · Culligan Southwest, Inc. PY 2023 · 401(k)

Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust · $11M · 126 · 61st

  • BOY $11M
  • BOY 126
  • BOY 61st
  • BOY 401(k)
  • BOY near Lds Transportation Holdings, LLC Retirement and 401-K Savings Plan
  • BOY ind #6016

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 Retail Trade retirement plans → · Plans in Texas →

Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Culligan Southwest, Inc. 401(k) Profit Sharing Plan & TrustCulligan Southwest, Inc. 401…$11MLds Transportation Holdings, LLC Retirement and 401-K Savings PlanLds Transportation Holdings,…$11MConsolidated Aircraft Supply Co., Inc. 401(k) Plan and TrustConsolidated Aircraft Supply…$11MJeff Belzer 401(k) Plan$11MCoretelligent LLC 401(k) Profit Sharing Plan and TrustCoretelligent LLC 401(k) Pro…$11M
End-of-year total assets ($M) among Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN750917155
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Culligan Southwest, Inc.)

Sponsor-wide plan assets over time

All Culligan Southwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 21.181572813681832% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.03M $10.9M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 144 $9M
2023 1 126 $11M
2024 1 114 $11M

Nearby 401(k) Plans in Texas

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

Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010954085 · Participants: 126Culligan Southwest, Inc. 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lds Transportation Holdings, LLC Retirement and 401-K Savings Plan in MO ($11M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Southwest, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 21.4% during 2023, from $9M to $11M. Reported net income was $2M.
How have Culligan Southwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Culligan Southwest, Inc.'s sponsor-wide assets grew 21.2%, from $9M to $11M.
Which 401(k) plans are similar in size to Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lds Transportation Holdings, LLC Retirement and 401-K Savings Plan in MO ($11M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Culligan Southwest, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 750917155.

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.