401(k) · DOL Form 5500 · 2022
Cardlytics, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 389
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $68,959
- Avg per participant Below avg balance/head
Official DOL plan name: Cardlytics 401(k) Plan · Sponsored by Cardlytics, Inc. · Georgia · Professional & Technical Services
$27M in assets, 389 participants
Cardlytics, Inc.'s Cardlytics 401(k) Plan reported $27M in total assets and 389 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #17,675 in Professional & Technical Services (21,562 peers)
Coverage in Georgia
Cardlytics 401(k) Plan covers 389 participants in Georgia, about 35% of the average Georgia filer (state average ~1,096 per filing). Assets: $27M.
- #17,675
- in Professional & Technical Services (21,562 peers)
- -2.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cardlytics 401(k) Plan's outsized position by total assets
Cardlytics 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,824,870 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cardlytics 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardlytics 401(k) Plan sits mid-pack in the medium band (389 participants).
Form 5500 schedule snapshot
Filing strip 263039436 · Cardlytics, Inc. PY 2022 · 401(k)
Cardlytics 401(k) Plan · $27M · 389 · 81st
- NET $27M
- NET 389
- NET 81st
- NET 401(k)
- NET near Bradford White Corporation 401(k) Plan for Union Employees
- NET ind #17675
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Cardlytics 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$2M |
| Employer EIN | 263039436 |
| Plan Effective Date | 2016-08-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cardlytics, Inc.)
Sponsor-wide plan assets over time
All Cardlytics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 79.56762884591798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $27M |
| 2023 | 1 | 407 | $39M |
| 2024 | 1 | 404 | $48M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Cardlytics 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Bradford White Corporation 401(k) Plan for Union Employees in PA ($27M); by covered participants it is Burke & Herbert Bank & Trust Company Investment and Savings Plan in VA (389 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Bradford White Corporation 401(k) Plan for Union Employees (PA) $27M · 952
- Service Wire Company Employees' Retirement and Savings Program (WV) $27M · 388
- Gentle Giant Employment Company, LLC 401(k) Profit Sharing Plan (MA) $27M · 295
- Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust (OH) $27M · 136
Similar participant headcount
Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.
- Burke & Herbert Bank & Trust Company Investment and Savings Plan (VA) 389 · 0 off
- Alpha Precision Group 401(k) Plan (PA) 389 · 0 off
- Crassociates, Inc. 401(k) Plan (VA) 389 · 0 off
- Contract Lumber, Inc. Retirement Plan (OH) 389 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.