401(k) · DOL Form 5500 · 2023

Cardinal Senior Management LLC 401(k) Plan

Data updated 2026-08-25

$740K
Total assets Small plan by assets
550
Participants Below avg headcount
21st
Percentile by assets National rank
$1,345
Avg per participant Low balance/head
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Official DOL plan name: Cardinal Senior Management 401(k) Plan · Sponsored by Cardinal Senior Management LLC · Michigan · Healthcare & Social Assistance

$740K in assets, 550 participants

Cardinal Senior Management LLC's Cardinal Senior Management 401(k) Plan reported $740K in total assets and 550 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,934 in Healthcare & Social Assistance (17,684 peers)

Cardinal Senior Management LLC multi-year trail

Cardinal Senior Management LLC's plans moved +63.1% in assets from 2022 to 2024; this filing shows Cardinal Senior Management 401(k) Plan at $740K / 550 participants.

#2,934
in Healthcare & Social Assistance (17,684 peers)
+25.2%
assets growth YoY

Cardinal Senior Management 401(k) Plan among the smaller filed plans by assets

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

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

$739,926 21st percentile higher than 21% 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 Senior 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 Senior Management 401(k) Plan sits mid-pack in the medium band (550 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardinal Senior Management 401(k) Plan reported net income rose from $26K in the plan year 2022 filing to $148K in the plan year 2023 filing.
  • Cardinal Senior Management 401(k) Plan end-of-year assets rose from $591K in the plan year 2022 filing to $740K in the plan year 2023 filing.
  • Cardinal Senior Management 401(k) Plan reported participants fell from 610 in the plan year 2022 filing to 550 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473686652 · Cardinal Senior Management LLC PY 2023 · 401(k)

Cardinal Senior Management 401(k) Plan · $740K · 550 · 21st

  • SCH $740K
  • EBSA 550
  • PART 21st
  • TYPE 401(k)
  • NET near J. Bragg Consulting, Inc. 401(k) Plan
  • BOOK ind #2934

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

Cardinal Senior Management 401(k) Plan in the asset neighbourhood

Cardinal Senior Management 401(k) PlanCardinal Senior Management 4…$740KJ. Bragg Consulting, Inc. 401(k) PlanJ. Bragg Consulting, Inc. 40…$740KEdgelaw 401(k) Profit Sharing TrustEdgelaw 401(k) Profit Sharin…$740KA La Carte Research, Inc. 401(k) Profit Sharing PlanA La Carte Research, Inc. 40…$740KMagent, Inc. - Pension Transfer Trust PlanMagent, Inc. - Pension Trans…$741K
End-of-year total assets ($M) among Cardinal Senior Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cardinal Senior Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cardinal Senior Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$964K 63.1353286645133% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.59M $0.96M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 610 $591K
2023 1 550 $740K
2024 1 631 $964K

Cardinal Senior Management LLC filing trail (2023)

Total Assets (Beginning of Year)$591K
Net Assets (End of Year)$739K
Net Income$148K
Employer EIN473686652
Plan Effective Date2018-03-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Cardinal Senior Management 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Cardinal Senior Management 401(k) Plan, Total assets ($B): 0.000739926 · Participants: 550Cardinal Senior Management 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Cardinal Senior Management 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Cardinal Senior Management 401(k) Plan side-by-side with 3 peers →

Cardinal Senior Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is J. Bragg Consulting, Inc. 401(k) Plan in SC ($740K); by covered participants it is Esquire Deposition Solutions, LLC 401(k) Plan in GA (550 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (550 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 Senior Management 401(k) Plan assets move in 2023? ▼
Cardinal Senior Management 401(k) Plan grew sharply - up 25.2% during 2023, from $591K to $740K. Reported net income was $148K.
How have Cardinal Senior Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardinal Senior Management LLC's sponsor-wide assets grew 63.1%, from $591K to $964K.
Where does Cardinal Senior Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Cardinal Senior Management 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cardinal Senior Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J. Bragg Consulting, Inc. 401(k) Plan in SC ($740K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Senior Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Esquire Deposition Solutions, LLC 401(k) Plan in GA (550 participants, $20M 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 473686652.

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.