401(k) · DOL Form 5500 · 2024
Culligan Soft Water Service Company 401(k) Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 581
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $116,595
- Avg per participant Below avg balance/head
Official DOL plan name: Culligan Soft Water Services Savings Plan · Sponsored by Culligan Soft Water Service Company · Minnesota · Other Services
$68M in assets, 581 participants
Culligan Soft Water Service Company's Culligan Soft Water Services Savings Plan reported $68M in total assets and 581 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,313 in Other Services (7,719 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, $68M for 581 participants (~$116,595/participant), up 10.0% in 2024.
- #7,313
- in Other Services (7,719 peers)
- +10.0%
- assets growth YoY
- 0.7×
- 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 2024 · DOL Form 5500
$67,741,972 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Culligan Soft Water Services 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 Soft Water Services Savings Plan sits mid-pack in the medium band (581 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Culligan Soft Water Services Savings Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Culligan Soft Water Services Savings Plan end-of-year assets rose from $62M in the plan year 2023 filing to $68M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410642507 · Culligan Soft Water Service Company PY 2024 · 401(k)
Culligan Soft Water Services Savings Plan · $68M · 581 · 87th
- VS-ST $68M
- VS-ST 581
- VS-ST 87th
- VS-ST 401(k)
- VS-ST near Mai Wealth Management Employee 401(k) Savings Plan
- VS-ST ind #7313
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $6M |
| Employer EIN | 410642507 |
| Plan Effective Date | 2022-10-15 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
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 Mai Wealth Management Employee 401(k) Savings Plan in OH ($68M); by covered participants it is Arcus Biosciences Retirement Trust in CA (581 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- Mai Wealth Management Employee 401(k) Savings Plan (OH) $68M · 421
- Glassbridge Retirement Investment Plan (NY) $68M · 7
- Regenxbio Inc 401(k) Plan (MD) $68M · 348
- Res 401(k) Plan (TX) $68M · 914
Similar participant headcount
Nearest other-state filings by covered participants (581 participants); asset peers above are excluded.
- Arcus Biosciences Retirement Trust (CA) 581 · 0 off
- Blueprint Medicines Corporation 401(k) Plan (MA) 581 · 0 off
- Daxko, LLC 401(k) Retirement Plan (AL) 581 · 0 off
- E-Tech 401(k) Plan (OH) 581 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.