401(k) · DOL Form 5500 · 2024
Catalina Marketing Corporation 401(k) Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 399
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $349,834
- 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
$140M in assets, 399 participants
Catalina Marketing Corporation's Catalina Marketing Corporation 401(k) Savings and Retirement Plan reported $140M in total assets and 399 participants in its 2024 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.
- #18,901 in Professional & Technical Services (20,173 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, $140M for 399 participants (~$349,834/participant), up 10.2% in 2024.
- #18,901
- in Professional & Technical Services (20,173 peers)
- +10.2%
- assets growth YoY
- 1.4×
- 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 2024 · DOL Form 5500
$139,583,948 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Catalina Marketing Corporation 401(k) Savings and Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (399 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catalina Marketing Corporation 401(k) Savings and Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Catalina Marketing Corporation 401(k) Savings and Retirement Plan reported participants fell from 466 in the plan year 2023 filing to 399 in the plan year 2024 filing.
- Catalina Marketing Corporation 401(k) Savings and Retirement Plan end-of-year assets rose from $127M in the plan year 2023 filing to $140M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 330499007 · Catalina Marketing Corporation PY 2024 · 401(k)
Catalina Marketing Corporation 401(k) Savings and Retirement Plan · $140M · 399 · 93rd
- TYPE $140M
- TYPE 399
- TYPE 93rd
- TYPE 401(k)
- TYPE near Alvaria, Inc. 401(k) Retirement Plan
- TYPE ind #18901
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 (2024)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $13M |
| 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 $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
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 Alvaria, Inc. 401(k) Retirement Plan in GA ($140M); by covered participants it is O'reilly Media, Inc. 401(k) Plan in CA (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- Alvaria, Inc. 401(k) Retirement Plan (GA) $140M · 472
- Eviden 401(k) Savings Plan (TX) $140M · 1,070
- Tecan U.S. Inc. 401(k) Plan (NC) $140M · 1,076
- National Association of Realtors Salary Reduction Profit Sharing Plan (IL) $140M · 531
Similar participant headcount
Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.
- O'reilly Media, Inc. 401(k) Plan (CA) 399 · 0 off
- Nysut Staff 401(k) Plan (NY) 399 · 0 off
- Progressive Converting Inc 401(k) Plan (WI) 399 · 0 off
- Continental Broadband, LLC Retirement Plan (PA) 399 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.