401(k) · DOL Form 5500 · 2023
Cardinal Financial Company, Limited Partnership 401(k) Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 2,747
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $35,354
- Avg per participant Low balance/head
Official DOL plan name: Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan · Sponsored by Cardinal Financial Company, Limited Partnership · North Carolina · Finance & Insurance
$97M in assets, 2,747 participants
Cardinal Financial Company, Limited Partnership's Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan reported $97M in total assets and 2,747 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,648 in Finance & Insurance (8,869 peers)
Coverage in North Carolina
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan covers 2,747 participants in North Carolina, 3.4x the typical North Carolina plan (state average ~819 per filing). Assets: $97M.
- #7,648
- in Finance & Insurance (8,869 peers)
- +10.5%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan's outsized position by total assets
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$97,117,946 Top 9% higher than 91% 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 Financial Company, Limited Partnership 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan lands in the large band (2,747 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan reported participants fell from 4,056 in the plan year 2022 filing to 2,747 in the plan year 2023 filing.
- Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan end-of-year assets rose from $88M in the plan year 2022 filing to $97M in the plan year 2023 filing.
DOL schedule card
Filing strip 232470039 · Cardinal Financial Company, Limited Partnership PY 2023 · 401(k)
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan · $97M · 2,747 · 91st
- SCH $97M
- EBSA 2,747
- PART 91st
- TYPE 401(k)
- NET near Ashton Woods Homes Retirement Savings Plan
- BOOK ind #7648
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $9M |
| Employer EIN | 232470039 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cardinal Financial Company, Limited Partnership)
Sponsor-wide plan assets over time
All Cardinal Financial Company, Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 3.7277293813777805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,056 | $88M |
| 2023 | 1 | 2,747 | $97M |
| 2024 | 1 | 1,758 | $85M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ashton Woods Homes Retirement Savings Plan in GA ($97M); by covered participants it is Malibu Boats, Inc. 401(k) Plan in TN (2,748 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,747 participants); asset peers above are excluded.
- Malibu Boats, Inc. 401(k) Plan (TN) 2,748 · 1 off
- Alaska Airlines, Inc. Alaskasaver Plan (WA) 2,748 · 1 off
- Skf USA Inc. 401(k) Retirement and Savings Plan (PA) 2,746 · 1 off
- Imagine Schools, Inc. 401(k) Retirement Savings Plan (VA) 2,748 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.