401(k) · DOL Form 5500 · 2023

Cardinal Tool Supply, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 3
Participants Small participant base: 29th
Percentile by assets National rank: $612,204
Avg per participant High balance/head

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

$2M in assets, 3 participants

Cardinal Tool Supply, Inc.'s Cardinal Tool Supply, Inc. Retirement Plan and Trust reported $2M in total assets and 3 participants in its 2023 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.

#3,509 in Retail Trade (8,414 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 $2M / 3 participants.

#3,509
in Retail Trade (8,414 peers): +26.4%
assets growth YoY

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 2023 · DOL Form 5500

$1,836,613 29th percentile higher than 29% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cardinal Tool Supply, Inc. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 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.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cardinal Tool Supply, Inc. Retirement Plan and Trust reported net income rose from -$810K in the plan year 2022 filing to $384K in the plan year 2023 filing.
Cardinal Tool Supply, Inc. Retirement Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611077538 · Cardinal Tool Supply, Inc. PY 2023 · 401(k)

Cardinal Tool Supply, Inc. Retirement Plan and Trust · $2M · 3 · 29th

PHOTO $2M
PHOTO 3
PHOTO 29th
PHOTO 401(k)
PHOTO near Portland Supported Employment 401(k) Profit Sharing Plan and Trust
PHOTO ind #3509

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 →

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 2023.

Cardinal Tool Supply, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 105.77074276996203% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$1M
2023	1	3	$2M
2024	1	2	$3M

Cardinal Tool Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$384K
Employer EIN	611077538
Plan Effective Date	2011-08-01
Filing Status	FILING 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

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Cardinal Tool Supply, Inc. Retirement Plan and Trust side-by-side with 3 peers →

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 Portland Supported Employment 401(k) Profit Sharing Plan and Trust in OR ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Portland Supported Employment 401(k) Profit Sharing Plan and Trust (OR) $2M · 44
Nsg, Inc. 401(k) Profit Sharing Plan (OH) $2M · 143
M. Keith Dollahite, PC 401(k) Plan (TX) $2M · 2
Hhh Cpa Group LLC Safe Harbor 401(k)Plan (OH) $2M · 11

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

DOL Form 5500 plan year 2023. 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 2023? ▼

Cardinal Tool Supply, Inc. Retirement Plan and Trust grew sharply - up 26.4% during 2023, from $1M to $2M. Reported net income was $384K.

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 Portland Supported Employment 401(k) Profit Sharing Plan and Trust in OR ($2M, 44 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 Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611077538.