401(k) · DOL Form 5500 · 2022

Cardinal Group Management & Advisory LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,043
Participants Near avg headcount
66th
Percentile by assets National rank
$10,395
Avg per participant Low balance/head
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Official DOL plan name: Cardinal Group Management 401(k) Plan · Sponsored by Cardinal Group Management & Advisory LLC · Colorado · Real Estate

$11M in assets, 1,043 participants

Cardinal Group Management & Advisory LLC's Cardinal Group Management 401(k) Plan reported $11M in total assets and 1,043 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,128 in Real Estate (5,057 peers)

Coverage in Colorado

Cardinal Group Management 401(k) Plan covers 1,043 participants in Colorado, 2.8x the typical Colorado plan (state average ~376 per filing). Assets: $11M.

#4,128
in Real Estate (5,057 peers)
+7.4%
assets growth YoY

Cardinal Group Management 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Cardinal Group Management 401(k) Plan vs every filed plan by assets

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

$10,842,448 Top 34% higher than 66% 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 Group Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Group Management 401(k) Plan lands in the large band (1,043 participants).

Published 5500 schedule card

Filing strip 263023643 · Cardinal Group Management & Advisory LLC PY 2022 · 401(k)

Cardinal Group Management 401(k) Plan · $11M · 1,043 · 66th

  • 5500 $11M
  • 5500 1,043
  • 5500 66th
  • 5500 401(k)
  • 5500 near J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan
  • 5500 ind #4128

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 Real Estate retirement plans → · Plans in Colorado →

Cardinal Group Management 401(k) Plan in the asset neighbourhood

Cardinal Group Management 401(k) PlanCardinal Group Management 40…$11MJ. Frank Schmidt & Son Co. 401(k) Profit Sharing PlanJ. Frank Schmidt & Son Co. 4…$11MMcking Consulting Corporation 401(k) PlanMcking Consulting Corporatio…$11MSuburban Home Health Care Services Group Retirement PlanSuburban Home Health Care Se…$11MMps Egg Farms 401(k) Savings Plan and TrustMps Egg Farms 401(k) Savings…$11M
End-of-year total assets ($M) among Cardinal Group Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$744K
Employer EIN263023643
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardinal Group Management & Advisory LLC)

Sponsor-wide plan assets over time

All Cardinal Group Management & Advisory LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 88.83687521489611% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.8M $20.5M ▲ +88.8%
Year Plans Participants Total Assets
2022 1 1,043 $11M
2023 1 910 $15M
2024 1 1,024 $20M

Nearby 401(k) Plans in Colorado

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

Cardinal Group Management 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -10123 Total assets ($B) Participants Cardinal Group Management 401(k) Plan, Total assets ($B): 0.010842448 · Participants: 1043Cardinal Group Management 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Cardinal Group Management 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Cardinal Group Management 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan in OR ($11M); by covered participants it is Drive Devilbiss Healthcare 401(k) Plan in NY (1,043 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,043 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 Group Management 401(k) Plan assets move in 2022? ▼
Cardinal Group Management 401(k) Plan grew at a solid clip - up 7.4% during 2022, from $10M to $11M. Reported net income was $744K.
How have Cardinal Group Management & Advisory LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardinal Group Management & Advisory LLC's sponsor-wide assets grew 88.8%, from $11M to $20M.
Which 401(k) plans are similar in size to Cardinal Group Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan in OR ($11M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Group Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drive Devilbiss Healthcare 401(k) Plan in NY (1,043 participants, $58M 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 263023643.

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.