401(k) · DOL Form 5500 · 2022

Cardinal Operating Company 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
277
Participants Below avg headcount
85th
Percentile by assets National rank
$132,986
Avg per participant Near avg balance/head
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Official DOL plan name: Cardinal Operating Company 401(k) Plan · Sponsored by Cardinal Operating Company · Ohio · Utilities

$37M in assets, 277 participants

Cardinal Operating Company's Cardinal Operating Company 401(k) Plan reported $37M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #375 in Utilities (738 peers)

Coverage in Ohio

Cardinal Operating Company 401(k) Plan covers 277 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $37M.

#375
in Utilities (738 peers)
-5.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardinal Operating Company 401(k) Plan's outsized position by total assets

Cardinal Operating Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,837,249 Top 15% higher than 85% of 139,123 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 2022

Cardinal Operating Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Operating Company 401(k) Plan sits mid-pack in the medium band (277 participants).

DOL schedule card

Filing strip 341025410 · Cardinal Operating Company PY 2022 · 401(k)

Cardinal Operating Company 401(k) Plan · $37M · 277 · 85th

  • RANK $37M
  • RANK 277
  • RANK 85th
  • RANK 401(k)
  • RANK near Connell Limited Partnership Employee Retirement Savings Plan
  • RANK ind #375

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 Utilities retirement plans → · Plans in Ohio →

Cardinal Operating Company 401(k) Plan in the asset neighbourhood

Cardinal Operating Company 401(k) PlanCardinal Operating Company 4…$37MConnell Limited Partnership Employee Retirement Savings PlanConnell Limited Partnership …$37MDechra Veterinary Products 401(k) PlanDechra Veterinary Products 4…$37MHealthsmart Benefits Management, LLC 401(k) Retirement Benefit PlanHealthsmart Benefits Managem…$37MThe Webb Law Firm 401(k) Profit Sharing Plan and TrustThe Webb Law Firm 401(k) Pro…$37M
End-of-year total assets ($M) among Cardinal Operating Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$37M
Net Income-$2M
Employer EIN341025410
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardinal Operating Company)

Sponsor-wide plan assets over time

All Cardinal Operating Company plans reported in each filing year

Latest sponsor-wide plan assets
$57M 53.98965867402313% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $36.8M $56.7M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 277 $37M
2023 1 270 $48M
2024 1 262 $57M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cardinal Operating Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Cardinal Operating Company 401(k) Plan, Total assets ($B): 0.036837249 · Participants: 277Cardinal Operating Company 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Cardinal Operating Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cardinal Operating Company 401(k) Plan side-by-side with 3 peers →

Cardinal Operating Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Connell Limited Partnership Employee Retirement Savings Plan in MA ($37M); by covered participants it is Lindamood 401(k) and Profit Sharing Plan in TX (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cardinal Operating Company 401(k) Plan assets move in 2022? ▼
Cardinal Operating Company 401(k) Plan pulled back noticeably - down 5.3% during 2022, from $39M to $37M. Reported net income was -$2M.
How have Cardinal Operating Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardinal Operating Company's sponsor-wide assets grew 54.0%, from $37M to $57M.
Where does Cardinal Operating Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Cardinal Operating Company 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cardinal Operating Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connell Limited Partnership Employee Retirement Savings Plan in MA ($37M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Operating Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lindamood 401(k) and Profit Sharing Plan in TX (277 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341025410.

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.