401(k) · DOL Form 5500 · 2023

Cardlytics, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
407
Participants Below avg headcount
83rd
Percentile by assets National rank
$95,077
Avg per participant Below avg balance/head
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Official DOL plan name: Cardlytics 401(k) Plan · Sponsored by Cardlytics, Inc. · Georgia · Professional & Technical Services

$39M in assets, 407 participants

Cardlytics, Inc.'s Cardlytics 401(k) Plan reported $39M in total assets and 407 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,936 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Cardlytics 401(k) Plan covers 407 participants in Georgia, about 37% of the average Georgia filer (state average ~1,096 per filing). Assets: $39M.

#16,936
in Professional & Technical Services (20,321 peers)
+44.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$38,696,513 Top 17% higher than 83% of 127,068 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 2023

Cardlytics 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (407 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardlytics 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Cardlytics 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Cardlytics 401(k) Plan reported participants rose from 389 in the plan year 2022 filing to 407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263039436 · Cardlytics, Inc. PY 2023 · 401(k)

Cardlytics 401(k) Plan · $39M · 407 · 83rd

  • EOY $39M
  • EOY 407
  • EOY 83rd
  • EOY 401(k)
  • EOY near U.S. Foot and Ankle Specialists 401(k) Plan
  • EOY ind #16936

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

Cardlytics 401(k) Plan$39MU.S. Foot and Ankle Specialists 401(k) PlanU.S. Foot and Ankle Speciali…$39MNes Global, LLC 401(k) Profit Sharing Plan and TrustNes Global, LLC 401(k) Profi…$39MTax Analysts 401(k) Retirement PlanTax Analysts 401(k) Retireme…$39MVacation Publications, Inc. 401(k) PlanVacation Publications, Inc. …$39M
End-of-year total assets ($M) among Cardlytics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN263039436
Plan Effective Date2016-08-18
Filing StatusFILING 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
$20M$30M$40M$50M$60M 202220232024 $26.8M $48.2M ▲ +79.6%
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.

Cardlytics 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Cardlytics 401(k) Plan, Total assets ($B): 0.038696513 · Participants: 407Cardlytics 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Cardlytics 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Cardlytics 401(k) Plan side-by-side with 3 peers →

Cardlytics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is U.S. Foot and Ankle Specialists 401(k) Plan in NC ($39M); by covered participants it is Ross Aviation Retirement Savings Plan in CO (407 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (407 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cardlytics 401(k) Plan assets move in 2023? ▼
Cardlytics 401(k) Plan surged - up 44.3% during 2023, from $27M to $39M. Reported net income was $7M.
How have Cardlytics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardlytics, Inc.'s sponsor-wide assets grew 79.6%, from $27M to $48M.
Where does Cardlytics 401(k) Plan rank by assets among Form 5500 filers? ▼
Cardlytics 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cardlytics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Foot and Ankle Specialists 401(k) Plan in NC ($39M, 769 participants).
Which 401(k) plans cover a similar participant headcount to Cardlytics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ross Aviation Retirement Savings Plan in CO (407 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263039436.

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.