401(k) · DOL Form 5500 · 2022

Cardinal Tool Supply, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$484,161
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cardinal Tool Supply, Inc. Retirement Plan and Trust · Sponsored by Cardinal Tool Supply, Inc. · Kentucky · Retail Trade

$1M in assets, 3 participants

Cardinal Tool Supply, Inc.'s Cardinal Tool Supply, Inc. Retirement Plan and Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #3,735 in Retail Trade (9,519 peers)

Cardinal Tool Supply, Inc. multi-year trail

Cardinal Tool Supply, Inc.'s plans moved +105.8% in assets from 2022 to 2024; this filing shows Cardinal Tool Supply, Inc. Retirement Plan and Trust at $1M / 3 participants.

#3,735
in Retail Trade (9,519 peers)
-35.8%
assets change YoY

The plan reported a net loss of $810K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardinal Tool Supply, Inc. Retirement Plan and Trust among the smaller filed plans by assets

Cardinal Tool Supply, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$1,452,482 29th percentile higher than 29% 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 Tool Supply, Inc. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Tool Supply, Inc. Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 611077538 · Cardinal Tool Supply, Inc. PY 2022 · 401(k)

Cardinal Tool Supply, Inc. Retirement Plan and Trust · $1M · 3 · 29th

  • IND $1M
  • IND 3
  • IND 29th
  • IND 401(k)
  • IND near Berryman Enterprises, Inc 401(k) Plan
  • IND ind #3735

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 Retail Trade retirement plans → · Plans in Kentucky →

Cardinal Tool Supply, Inc. Retirement Plan and Trust in the asset neighbourhood

Cardinal Tool Supply, Inc. Retirement Plan and TrustCardinal Tool Supply, Inc. R…$1MBerryman Enterprises, Inc 401(k) PlanBerryman Enterprises, Inc 40…$1MLansare Corporation 401(k) Profit Sharing PlanLansare Corporation 401(k) P…$1MSan Joaquin Critical Care 401(k) Profit Sharing PlanSan Joaquin Critical Care 40…$1MCarolyn M. Caudle D.D.S., P.C. Retirement PlanCarolyn M. Caudle D.D.S., P.…$1M
End-of-year total assets ($M) among Cardinal Tool Supply, Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cardinal Tool Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cardinal Tool Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 105.77074276996203% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.45M $2.99M ▲ +106.2%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $2M
2024 1 2 $3M

Cardinal Tool Supply, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$810K
Employer EIN611077538
Plan Effective Date2011-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Cardinal Tool Supply, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Cardinal Tool Supply, Inc. Retirement Plan and Trust, Total assets ($B): 0.001452482 · Participants: 3Cardinal Tool Supply, Inc. Retirement Plan and TrustHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Cardinal Tool Supply, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants

Cardinal Tool Supply, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Berryman Enterprises, Inc 401(k) Plan in OK ($1M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Tool Supply, Inc. Retirement Plan and Trust assets move in 2022?
Cardinal Tool Supply, Inc. Retirement Plan and Trust contracted severely - down 35.8% during 2022, from $2M to $1M. Reported net income was -$810K.
How have Cardinal Tool Supply, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cardinal Tool Supply, Inc.'s sponsor-wide assets grew 105.8%, from $1M to $3M.
Which 401(k) plans are similar in size to Cardinal Tool Supply, Inc. Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Berryman Enterprises, Inc 401(k) Plan in OK ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Tool Supply, Inc. Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).