401(k) · DOL Form 5500 · 2023
Catalina Marketing Corporation 401(k) Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 466
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $271,822
- Avg per participant High balance/head
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.
- #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.
- #19,090
- in Professional & Technical Services (20,321 peers)
- +13.7%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Catalina Marketing Corporation 401(k) Savings and Retirement Plan's outsized position by total assets
Catalina Marketing Corporation 401(k) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$126,669,013 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Catalina Marketing Corporation 401(k) Savings and Retirement 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. Catalina Marketing Corporation 401(k) Savings and Retirement Plan sits mid-pack in the medium band (466 participants).
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.
Form 5500 schedule snapshot
Filing strip 330499007 · Catalina Marketing Corporation PY 2023 · 401(k)
Catalina Marketing Corporation 401(k) Savings and Retirement Plan · $127M · 466 · 93rd
- PART $127M
- TYPE 466
- NET 93rd
- BOOK 401(k)
- VS-ST near Yusen Logistics (Americas) Inc 401(k) Plan
- BOY ind #19090
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 Florida →
Catalina Marketing Corporation 401(k) Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $15M |
| Employer EIN | 330499007 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catalina Marketing Corporation)
Sponsor-wide plan assets over time
All Catalina Marketing Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 25.290630046478658% vs 2022
- 2024 filing year
| 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.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Catalina Marketing Corporation 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Yusen Logistics (Americas) Inc 401(k) Plan in NJ ($127M); by covered participants it is New Directions Retirement Savings Plan for Family Care Network in WA (466 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- Yusen Logistics (Americas) Inc 401(k) Plan (NJ) $127M · 1,793
- Mmm Partner/Staff 401(k) Profit Sharing Plan (GA) $127M · 242
- Pachulski, Stang, Ziehl, & Jones LLP Profit Sharing Plan (CA) $127M · 101
- Interstate Batteries 401(k) Plan (TX) $127M · 1,196
Similar participant headcount
Nearest other-state filings by covered participants (466 participants); asset peers above are excluded.
- New Directions Retirement Savings Plan for Family Care Network (WA) 466 · 0 off
- Micropulse, Inc. 401(k) Plan (IN) 466 · 0 off
- Palace Employees 401(k) Savings Plan (MI) 466 · 0 off
- Leedo 401(k) Plan (TX) 466 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.