401(k) · DOL Form 5500 · 2023

Catalina Marketing Corporation 401(k) Plan

Data updated 2026-08-11

$127M
Total assets
466
Participants
93rd
Percentile by assets
$271,822
Avg per participant
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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

$127M in assets, 466 participants

Catalina Marketing Corporation's Catalina Marketing Corporation 401(k) Savings and Retirement Plan reported $127M in total assets and 466 participants in its 2023 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,090 in Professional & Technical Services (20,321 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, $127M for 466 participants (~$271,822/participant), up 13.7% in 2023.

$127M
total plan assets (2023 EOY)
466
covered participants
93rd
percentile by assets (of 127,072 plans)
$271,822
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catalina Marketing Corporation 401(k) Savings and Retirement Plan reported net income rose from -$34M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Catalina Marketing Corporation 401(k) Savings and Retirement Plan end-of-year assets rose from $111M in the plan year 2022 filing to $127M in the plan year 2023 filing.
  • Catalina Marketing Corporation 401(k) Savings and Retirement Plan reported participants fell from 537 in the plan year 2022 filing to 466 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Professional & Technical Services

Catalina Marketing Corporation 401(k) Savings and Retirement Plan vs the 2023 asset distribution

By assets, Catalina Marketing Corporation 401(k) Savings and Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$127M
Net Income$15M
Employer EIN330499007
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalina Marketing Corporation)

$100M$110M$120M$130M$140M$150M 202220232024 $111M $140M ▲ +25.3%
Total plan assets by year, all Catalina Marketing Corporation plans on file
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

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 -505101520 Total assets ($B) Participants Catalina Marketing C…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Trinet 401(k) PlanPublix Super Markets…
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) Sa… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Catalina Marketing Corporation 401(k) Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Catalina Marketing Corporation 401(k) Savings and Retirement Plan assets move in 2023? ▼
Catalina Marketing Corporation 401(k) Savings and Retirement Plan grew at a solid clip - up 13.7% during 2023, from $111M to $127M. Reported net income was $15M.
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 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 Catalina Marketing Corporation 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yusen Logistics (Americas) Inc 401(k) Plan in NJ ($127M, 1,793 participants).

Next read for Catalina Marketing Corporation 401(k) Sa…

Scale reading

Ways to act on Catalina Marketing Corporation 401(k) Savings and Retirement Plan's numbers.

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 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.