401(k) · DOL Form 5500 · 2022

Catalina Marketing Corporation 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
537
Participants Below avg headcount
93rd
Percentile by assets National rank
$207,464
Avg per participant Above avg balance/head
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Official DOL plan name: Catalina Marketing Corporation 401(k) Savings and Retirement Plan · Sponsored by Catalina Marketing Corporation · Florida · Professional & Technical Services

$111M in assets, 537 participants

Catalina Marketing Corporation's Catalina Marketing Corporation 401(k) Savings and Retirement Plan reported $111M in total assets and 537 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,369 in Professional & Technical Services (21,562 peers)

Where Catalina Marketing Corporation 401(k) Savings and Retirement Plan sits by assets

Catalina Marketing Corporation 401(k) Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $111M for 537 participants (~$207,464/participant), down 23.6% in 2022.

#20,369
in Professional & Technical Services (21,562 peers)
-23.6%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catalina Marketing Corporation 401(k) Savings and Retirement Plan's outsized position by total assets

Catalina Marketing Corporation 401(k) Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$111,408,130 Top 7% higher than 93% of 139,123 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 2022

Catalina Marketing Corporation 401(k) Savings and Retirement 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. Catalina Marketing Corporation 401(k) Savings and Retirement Plan sits mid-pack in the medium band (537 participants).

Form 5500 schedule snapshot

Filing strip 330499007 · Catalina Marketing Corporation PY 2022 · 401(k)

Catalina Marketing Corporation 401(k) Savings and Retirement Plan · $111M · 537 · 93rd

  • PCT $111M
  • EIN 537
  • RANK 93rd
  • PHOTO 401(k)
  • IND near Ray Quinney & Nebeker Profit Sharing Plan
  • EOY ind #20369

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 Florida →

Catalina Marketing Corporation 401(k) Savings and Retirement Plan in the asset neighbourhood

Catalina Marketing Corporation 401(k) Savings and Retirement PlanCatalina Marketing Corporati…$111MRay Quinney & Nebeker Profit Sharing PlanRay Quinney & Nebeker Profit…$111MAmerican Bath Group 401(k) PlanAmerican Bath Group 401(k) P…$111MRiverside Medical Clinic, Inc. 401(k) Profit Sharing PlanRiverside Medical Clinic, In…$111MUnited Wholesale Mortgage, LLC Profit Sharing Plan and TrustUnited Wholesale Mortgage, L…$111M
End-of-year total assets ($M) among Catalina Marketing Corporation 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$111M
Net Income-$34M
Employer EIN330499007
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalina Marketing Corporation)

Sponsor-wide plan assets over time

All Catalina Marketing Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$140M 25.290630046478658% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $111M $140M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 537 $111M
2023 1 466 $127M
2024 1 399 $140M

Nearby 401(k) Plans in Florida

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

Catalina Marketing Corporation 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Catalina Marketing Corporation 401(k) Savings and Retirement Plan, Total assets ($B): 0.11140813 · Participants: 537Catalina Marketing Corporation 401(k) Savings and Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Catalina Marketing Corporation 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Catalina Marketing Corporation 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Catalina Marketing Corporation 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ray Quinney & Nebeker Profit Sharing Plan in UT ($111M); by covered participants it is The Pdc Energy, Inc. 401(k) & Profit Sharing Plan in CO (537 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Catalina Marketing Corporation 401(k) Savings and Retirement Plan assets move in 2022? ▼
Catalina Marketing Corporation 401(k) Savings and Retirement Plan declined sharply - down 23.6% during 2022, from $146M to $111M. Reported net income was -$34M.
How have Catalina Marketing Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalina Marketing Corporation's sponsor-wide assets grew 25.3%, from $111M to $140M.
Where does Catalina Marketing Corporation 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Catalina Marketing Corporation 401(k) Savings and Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Catalina Marketing Corporation 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ray Quinney & Nebeker Profit Sharing Plan in UT ($111M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Catalina Marketing Corporation 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pdc Energy, Inc. 401(k) & Profit Sharing Plan in CO (537 participants, $112M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330499007.

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.