401(k)
2023 plan-year 401(k) DOL Form 5500

Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cardinal Financial Company, Limited Partnership · North Carolina · Finance & Insurance

What the 2023 filing shows

Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan holds $97M for 2,747 participants — about $35,354 per participant, up 10.5% over the 2023 plan year.

$97M
total plan assets (2023 EOY)
2,747
covered participants
$35,354
avg assets per participant
+10.5%
assets growth YoY
Total Assets (2023)
$97M
Participants
2,747
Industry
Finance & Insurance

What the Filing Says About Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan

Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Cardinal Financial Company, Limited Partnership, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $97M in total end-of-year assets and covers 2,747 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 232470039, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $88M at the beginning of 2023 to $97M at year-end — a gain of 10.5%. Net assets (after liabilities) closed the year at $97M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$88M
Total Assets (End of Year)$97M
Net Assets (End of Year)$97M
Net Income$9M
Plan Type401(k)
Employer EIN232470039
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardinal Financial Company, Limited Partnership)

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

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Frequently Asked Questions

How much money is in the Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan?
As of the 2023 Form 5500 filing, Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan holds $97M in total assets with 2,747 participants. It is sponsored by Cardinal Financial Company, Limited Partnership.
What type of plan is Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan?
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 232470039.
Who sponsors the Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan?
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan is sponsored by Cardinal Financial Company, Limited Partnership, located in North Carolina. The sponsor's EIN is 232470039 and the plan operates in the Finance & Insurance industry.
How did Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan perform in 2023?
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan grew by 10.5% during 2023, moving from $88M to $97M in total assets. Net income was $9M.
Where can I find official filings for Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan?
Official Form 5500 filings for Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232470039 or plan name at efast.dol.gov.
How does Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan compare to other plans?
You can compare Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232470039.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.