401(k)
2022 plan-year 401(k) DOL Form 5500

Catalina Marketing Corporation 401(k) Savings and Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Catalina Marketing Corporation · Florida · Professional & Technical Services

What the 2023 filing shows

Catalina Marketing Corporation 401(k) Savings and Retirement Plan holds $111M for 537 participants — about $207,464 per participant, down 23.6% over the 2022 plan year.

$111M
total plan assets (2022 EOY)
537
covered participants
$207,464
avg assets per participant
-23.6%
assets change YoY

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.

Total Assets (2023)
$111M
Participants
537
State
Industry
Professional & Technical Services

What the Filing Says About Catalina Marketing Corporation 401(k) Savings and Retirement Plan

Catalina Marketing Corporation 401(k) Savings and Retirement Plan is a 401(k) retirement plan sponsored by Catalina Marketing Corporation, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $111M in total end-of-year assets and covers 537 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 330499007, and the plan has been effective since 1992-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $146M at the beginning of 2022 to $111M at year-end — a decline of 23.6%. Net assets (after liabilities) closed the year at $111M, with reported net income of $-34,440,390 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$146M
Total Assets (End of Year)$111M
Net Assets (End of Year)$111M
Net Income$-34,440,390
Plan Type401(k)
Employer EIN330499007
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalina Marketing Corporation)

Year Plans Participants Total Assets
2022 1 537 $111M
2023 1 466 $127M
2024 1 399 $140M

Nearby 401(k) Plans in Florida

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Frequently Asked Questions

How much money is in the Catalina Marketing Corporation 401(k) Savings and Retirement Plan?
As of the 2022 Form 5500 filing, Catalina Marketing Corporation 401(k) Savings and Retirement Plan holds $111M in total assets with 537 participants. It is sponsored by Catalina Marketing Corporation.
What type of plan is Catalina Marketing Corporation 401(k) Savings and Retirement Plan?
Catalina Marketing Corporation 401(k) Savings and Retirement Plan is a 401(k) plan. It has been effective since 1992-06-01. The plan is filed with the U.S. Department of Labor under EIN 330499007.
Who sponsors the Catalina Marketing Corporation 401(k) Savings and Retirement Plan?
Catalina Marketing Corporation 401(k) Savings and Retirement Plan is sponsored by Catalina Marketing Corporation, located in Florida. The sponsor's EIN is 330499007 and the plan operates in the Professional & Technical Services industry.
How did Catalina Marketing Corporation 401(k) Savings and Retirement Plan perform in 2022?
Catalina Marketing Corporation 401(k) Savings and Retirement Plan declined by 23.6% during 2022, moving from $146M to $111M in total assets. Net income was $-34,440,390.
Where can I find official filings for Catalina Marketing Corporation 401(k) Savings and Retirement Plan?
Official Form 5500 filings for Catalina Marketing Corporation 401(k) Savings and Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330499007 or plan name at efast.dol.gov.
How does Catalina Marketing Corporation 401(k) Savings and Retirement Plan compare to other plans?
You can compare Catalina Marketing Corporation 401(k) Savings and Retirement Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.