401(k) · DOL Form 5500 · 2024

Cardworks, Inc. 401(k) Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
2,241
Participants Above avg headcount
92nd
Percentile by assets National rank
$55,219
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

$124M in assets, 2,241 participants

Cardworks, Inc.'s Cardworks, Inc. 401(k) Retirement Plan reported $124M in total assets and 2,241 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,759 in Professional & Technical Services (20,173 peers)

Coverage in New York

Cardworks, Inc. 401(k) Retirement Plan covers 2,241 participants in New York, 2.8x the typical New York plan (state average ~798 per filing). Assets: $124M.

#18,759
in Professional & Technical Services (20,173 peers)
+21.0%
assets growth YoY
1.2×
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 2024 · DOL Form 5500

$123,745,739 Top 8% higher than 92% of 123,620 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 2024

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

Plan-year 2024 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 (2,241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cardworks, Inc. 401(k) Retirement Plan end-of-year assets rose from $102M in the plan year 2023 filing to $124M in the plan year 2024 filing.
  • Cardworks, Inc. 401(k) Retirement Plan reported net income fell from $26M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Cardworks, Inc. 401(k) Retirement Plan reported participants rose from 2,003 in the plan year 2023 filing to 2,241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113604755 · Cardworks, Inc. PY 2024 · 401(k)

Cardworks, Inc. 401(k) Retirement Plan · $124M · 2,241 · 92nd

  • TYPE $124M
  • TYPE 2,241
  • TYPE 92nd
  • TYPE 401(k)
  • TYPE near Mainline Information Systems 401(k) Plan
  • TYPE ind #18759

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

Gnc Live Well Later 401(k) PlanGnc Live Well Later 401(k) P…$124MCardworks, Inc. 401(k) Retirement PlanCardworks, Inc. 401(k) Retir…$124MMainline Information Systems 401(k) PlanMainline Information Systems…$124MApex Service Partners LLC 401(k) PlanApex Service Partners LLC 40…$124MAptean 401(k) Plan$124M
End-of-year total assets ($M) among Cardworks, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$124M
Net Income$22M
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): 0.123745739 · Participants: 2241Cardworks, Inc. 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The 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 Mainline Information Systems 401(k) Plan in FL ($124M); by covered participants it is Win Waste Innovations 401(k) Plan in NH (2,241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,241 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Cardworks, Inc. 401(k) Retirement Plan grew sharply - up 21.0% during 2024, from $102M to $124M. Reported net income was $22M.
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 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Mainline Information Systems 401(k) Plan in FL ($124M, 419 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 Win Waste Innovations 401(k) Plan in NH (2,241 participants, $189M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.