401(k) · DOL Form 5500 · 2022

Cardworks, Inc 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,902
Participants Near avg headcount
91st
Percentile by assets National rank
$40,088
Avg per participant Low balance/head
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Official DOL plan name: Cardworks Inc. 401(k) Retirement Plan · Sponsored by Cardworks, Inc · New York · Professional & Technical Services

$76M in assets, 1,902 participants

Cardworks, Inc's Cardworks Inc. 401(k) Retirement Plan reported $76M in total assets and 1,902 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,898 in Professional & Technical Services (21,562 peers)

Coverage in New York

Cardworks Inc. 401(k) Retirement Plan covers 1,902 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $76M.

#19,898
in Professional & Technical Services (21,562 peers)
-6.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardworks Inc. 401(k) Retirement Plan's outsized position by total assets

Cardworks Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$76,247,774 Top 9% higher than 91% 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

Cardworks Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardworks Inc. 401(k) Retirement Plan lands in the large band (1,902 participants).

Plan-year Form 5500 strip

Filing strip 113604755 · Cardworks, Inc PY 2022 · 401(k)

Cardworks Inc. 401(k) Retirement Plan · $76M · 1,902 · 91st

  • IND $76M
  • EOY 1,902
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Payless 401(k) Profit Sharing Plan
  • EIN ind #19898

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 New York →

Cardworks Inc. 401(k) Retirement Plan in the asset neighbourhood

Anchor Qea 401(k) Plan$76MXtra 401(k) Savings and Retirement PlanXtra 401(k) Savings and Reti…$76MPayless 401(k) Profit Sharing PlanPayless 401(k) Profit Sharin…$76MCardworks Inc. 401(k) Retirement PlanCardworks Inc. 401(k) Retire…$76MArc Employees Savings Plan$76M
End-of-year total assets ($M) among Cardworks Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$76M
Net Income-$5M
Employer EIN113604755
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardworks, Inc)

Sponsor-wide plan assets over time

All Cardworks, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$124M 62.29423169783291% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $76.3M $124M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 1,902 $76M
2023 1 2,003 $102M
2024 1 2,241 $124M

Nearby 401(k) Plans in New York

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

Cardworks Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cardworks Inc. 401(k) Retirement Plan, Total assets ($B): 0.076247774 · Participants: 1902Cardworks Inc. 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Cardworks Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cardworks Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Cardworks Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Payless 401(k) Profit Sharing Plan in KS ($76M); by covered participants it is Mariner Finance LLC 401(k) Plan in MD (1,902 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,902 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 Cardworks Inc. 401(k) Retirement Plan assets move in 2022? ▼
Cardworks Inc. 401(k) Retirement Plan pulled back noticeably - down 6.7% during 2022, from $82M to $76M. Reported net income was -$5M.
How have Cardworks, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardworks, Inc's sponsor-wide assets grew 62.3%, from $76M to $124M.
Where does Cardworks Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Cardworks Inc. 401(k) Retirement Plan ranks in the 91st 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 Cardworks Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Payless 401(k) Profit Sharing Plan in KS ($76M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Cardworks Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Finance LLC 401(k) Plan in MD (1,902 participants, $75M 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 113604755.

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.