401(k) · DOL Form 5500 · 2023

Cardinal Group Management & Advisory LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
910
Participants Near avg headcount
68th
Percentile by assets National rank
$16,822
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cardinal Group Management 401(k) Plan · Sponsored by Cardinal Group Management & Advisory LLC · Colorado · Real Estate

$15M in assets, 910 participants

Cardinal Group Management & Advisory LLC's Cardinal Group Management 401(k) Plan reported $15M in total assets and 910 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,916 in Real Estate (4,727 peers)

Coverage in Colorado

Cardinal Group Management 401(k) Plan covers 910 participants in Colorado, 2.4x the typical Colorado plan (state average ~376 per filing). Assets: $15M.

#3,916
in Real Estate (4,727 peers)
+41.2%
assets growth YoY

Cardinal Group Management 401(k) Plan's outsized position by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,307,742 Top 32% higher than 68% of 127,068 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 2023

Cardinal Group Management 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Group Management 401(k) Plan sits mid-pack in the medium band (910 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardinal Group Management 401(k) Plan reported net income rose from $744K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cardinal Group Management 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Cardinal Group Management 401(k) Plan reported participants fell from 1,043 in the plan year 2022 filing to 910 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263023643 · Cardinal Group Management & Advisory LLC PY 2023 · 401(k)

Cardinal Group Management 401(k) Plan · $15M · 910 · 68th

  • ASSETS $15M
  • PCT 910
  • EIN 68th
  • RANK 401(k)
  • PHOTO near Wellnest 401(k) Plan
  • IND ind #3916

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…$15MWellnest 401(k) Plan$15MMech-Tronics Employees' Profit Sharing and Retirement PlanMech-Tronics Employees' Prof…$15MIisscc, Inc. 401(k) Retirement PlanIisscc, Inc. 401(k) Retireme…$15MDix 1898, Inc. 401(k) Plan$15M
End-of-year total assets ($M) among Cardinal Group Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
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. -20000020000400006000080000 -101234 Total assets ($B) Participants Cardinal Group Management 401(k) Plan, Total assets ($B): 0.015307742 · Participants: 910Cardinal Group Management 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement 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 Wellnest 401(k) Plan in CA ($15M); by covered participants it is Yf Fc Operations LLC 401(k) Plan in FL (910 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (910 participants); asset peers above are excluded.

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 Group Management 401(k) Plan assets move in 2023? ▼
Cardinal Group Management 401(k) Plan surged - up 41.2% during 2023, from $11M to $15M. Reported net income was $4M.
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 Wellnest 401(k) Plan in CA ($15M, 236 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 Yf Fc Operations LLC 401(k) Plan in FL (910 participants, $5M 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 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.