401(k) · DOL Form 5500 · 2024

Culligan International Company 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
869
Participants Near avg headcount
79th
Percentile by assets National rank
$39,107
Avg per participant Low balance/head
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Official DOL plan name: Culligan Safe Harbor Retirement Savings Plan · Sponsored by Culligan International Company · Illinois · Manufacturing

$34M in assets, 869 participants

Culligan International Company's Culligan Safe Harbor Retirement Savings Plan reported $34M in total assets and 869 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,650 in Manufacturing (17,777 peers)

Where Culligan Safe Harbor Retirement Savings Plan sits by assets

Culligan Safe Harbor Retirement Savings Plan sits in the top quartile of all filed plans by assets, $34M for 869 participants (~$39,107/participant), up 105.4% in 2024.

#12,650
in Manufacturing (17,777 peers)
+105.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$33,983,961 Top 21% higher than 79% of 123,620 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 2024

Culligan Safe Harbor Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 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 (869 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Culligan Safe Harbor Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Culligan Safe Harbor Retirement Savings Plan reported participants rose from 495 in the plan year 2023 filing to 869 in the plan year 2024 filing.
  • Culligan Safe Harbor Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133346689 · Culligan International Company PY 2024 · 401(k)

Culligan Safe Harbor Retirement Savings Plan · $34M · 869 · 79th

  • BOOK $34M
  • BOOK 869
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near Sixteenth Street Community Health Center, Inc. Retirement Plan
  • BOOK ind #12650

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

Culligan Safe Harbor Retirement Savings PlanCulligan Safe Harbor Retirem…$34MSixteenth Street Community Health Center, Inc. Retirement PlanSixteenth Street Community H…$34MDealersocket, Inc. 401(k) PlanDealersocket, Inc. 401(k) Pl…$34MCliffwater LLC 401(k) Plan$34MMariner Investment Group, LLC 401(k) Profit Sharing PlanMariner Investment Group, LL…$34M
End-of-year total assets ($M) among Culligan Safe Harbor Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN133346689
Plan Effective Date2011-01-01
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 Safe Harbor Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Culligan Safe Harbor Retirement Savings Plan, Total assets ($B): 0.033983961 · Participants: 869Culligan Safe Harbor Retirement Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Culligan Safe Harbor Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Culligan Safe Harbor Retirement Savings Plan side-by-side with 3 peers →

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 Sixteenth Street Community Health Center, Inc. Retirement Plan in WI ($34M); by covered participants it is Johnson Controls Federal Systems, Inc. Retirement Savings Plan in WI (869 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (869 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Culligan Safe Harbor Retirement Savings Plan surged - up 105.4% during 2024, from $17M to $34M. Reported net income was $5M.
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 Safe Harbor Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Culligan Safe Harbor Retirement Savings Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
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 Sixteenth Street Community Health Center, Inc. Retirement Plan in WI ($34M, 475 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 Johnson Controls Federal Systems, Inc. Retirement Savings Plan in WI (869 participants, $152M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133346689.

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.