401(k) · DOL Form 5500 · 2022

Cardinal Logistics Management Corp. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
4,579
Participants Above avg headcount
90th
Percentile by assets National rank
$14,572
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cardinal Employees Retirement Savings Plan · Sponsored by Cardinal Logistics Management Corp. · North Carolina · Transportation & Warehousing

$67M in assets, 4,579 participants

Cardinal Logistics Management Corp.'s Cardinal Employees Retirement Savings Plan reported $67M in total assets and 4,579 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,440 in Transportation & Warehousing (3,876 peers)

Coverage in North Carolina

Cardinal Employees Retirement Savings Plan covers 4,579 participants in North Carolina, 5.6x the typical North Carolina plan (state average ~819 per filing). Assets: $67M.

#3,440
in Transportation & Warehousing (3,876 peers)
-14.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardinal Employees Retirement Savings Plan's outsized position by total assets

Cardinal Employees Retirement Savings Plan vs every filed plan by assets

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

$66,724,034 Top 10% higher than 90% 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 Employees Retirement Savings 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 Employees Retirement Savings Plan lands in the large band (4,579 participants).

Published 5500 schedule card

Filing strip 561271090 · Cardinal Logistics Management Corp. PY 2022 · 401(k)

Cardinal Employees Retirement Savings Plan · $67M · 4,579 · 90th

  • VS-ST $67M
  • VS-ST 4,579
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Datascan Retirement Plan
  • VS-ST ind #3440

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Cardinal Employees Retirement Savings Plan in the asset neighbourhood

State Industrial Products Savings and Investment Plan and TrustState Industrial Products Sa…$67MDatascan Retirement Plan$67MHellman & Friedman Profit Sharing & 401(k) Savings PlanHellman & Friedman Profit Sh…$67MArotech 401(k) Plan$67MCardinal Employees Retirement Savings PlanCardinal Employees Retiremen…$67M
End-of-year total assets ($M) among Cardinal Employees Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$67M
Net Income-$12M
Employer EIN561271090
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardinal Logistics Management Corp.)

Sponsor-wide plan assets over time

All Cardinal Logistics Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $66.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4,579 $67M
2023 1 5,270 $78M
2024 1 4,928 N/A

Nearby 401(k) Plans in North Carolina

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

Cardinal Employees Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Cardinal Employees Retirement Savings Plan, Total assets ($B): 0.066724034 · Participants: 4579Cardinal Employees Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Cardinal Employees Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cardinal Employees Retirement Savings Plan side-by-side with 3 peers →

Cardinal Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Datascan Retirement Plan in GA ($67M); by covered participants it is Doctors Hospital at Renaissance 401(k) Plan in TX (4,579 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,579 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 Employees Retirement Savings Plan assets move in 2022? ▼
Cardinal Employees Retirement Savings Plan pulled back noticeably - down 14.8% during 2022, from $78M to $67M. Reported net income was -$12M.
Where does Cardinal Employees Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Cardinal Employees Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cardinal Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Datascan Retirement Plan in GA ($67M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doctors Hospital at Renaissance 401(k) Plan in TX (4,579 participants, $155M 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 561271090.

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.