401(k) · DOL Form 5500 · 2023

Cardworks, Inc 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
2,003
Participants Near avg headcount
91st
Percentile by assets National rank
$51,037
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

$102M in assets, 2,003 participants

Cardworks, Inc's Cardworks Inc. 401(k) Retirement Plan reported $102M in total assets and 2,003 participants in its 2023 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.

  • #18,810 in Professional & Technical Services (20,321 peers)

Coverage in New York

Cardworks Inc. 401(k) Retirement Plan covers 2,003 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $102M.

#18,810
in Professional & Technical Services (20,321 peers)
+34.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$102,227,821 Top 9% higher than 91% 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

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

Plan-year 2023 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 (2,003 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardworks Inc. 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Cardworks Inc. 401(k) Retirement Plan end-of-year assets rose from $76M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • Cardworks Inc. 401(k) Retirement Plan reported participants rose from 1,902 in the plan year 2022 filing to 2,003 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 113604755 · Cardworks, Inc PY 2023 · 401(k)

Cardworks Inc. 401(k) Retirement Plan · $102M · 2,003 · 91st

  • NET $102M
  • NET 2,003
  • NET 91st
  • NET 401(k)
  • NET near Bilfinger Inc. Retirement Plan
  • NET ind #18810

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

Neogen 401(k) Retirement Savings PlanNeogen 401(k) Retirement Sav…$102MFarmers Automobile Insurance Association 401(k) Savings PlanFarmers Automobile Insurance…$102MCardworks Inc. 401(k) Retirement PlanCardworks Inc. 401(k) Retire…$102MBilfinger Inc. Retirement PlanBilfinger Inc. Retirement Pl…$102MSecurity 401(k) Profit-Sharing and Savings PlanSecurity 401(k) Profit-Shari…$102M
End-of-year total assets ($M) among Cardworks Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$102M
Net Income$26M
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 -20020406080 Total assets ($B) Participants Cardworks Inc. 401(k) Retirement Plan, Total assets ($B): 0.102227821 · Participants: 2003Cardworks Inc. 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 Bilfinger Inc. Retirement Plan in VA ($102M); by covered participants it is Gray Retirement Savings Plan in KY (2,003 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,003 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 Cardworks Inc. 401(k) Retirement Plan assets move in 2023? ▼
Cardworks Inc. 401(k) Retirement Plan surged - up 34.1% during 2023, from $76M to $102M. Reported net income was $26M.
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 127,072 plans that reported assets for plan year 2023 (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 Bilfinger Inc. Retirement Plan in VA ($102M, 1,826 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 Gray Retirement Savings Plan in KY (2,003 participants, $186M 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 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.