401(k) · DOL Form 5500 · 2023

Cardone Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
1,014
Participants Near avg headcount
91st
Percentile by assets National rank
$94,583
Avg per participant Below avg balance/head
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Official DOL plan name: Cardone Industries, Inc. 401(k) Safe Harbor Plan · Sponsored by Cardone Industries, Inc. · Ohio · Manufacturing

$96M in assets, 1,014 participants

Cardone Industries, Inc.'s Cardone Industries, Inc. 401(k) Safe Harbor Plan reported $96M in total assets and 1,014 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.

  • #16,169 in Manufacturing (18,722 peers)

Where Cardone Industries, Inc. 401(k) Safe Harbor Plan sits by assets

Cardone Industries, Inc. 401(k) Safe Harbor Plan sits in the top 10% of all filed plans by assets, $96M for 1,014 participants (~$94,583/participant), up 0.8% in 2023.

#16,169
in Manufacturing (18,722 peers)
+0.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Cardone Industries, Inc. 401(k) Safe Harbor Plan's outsized position by total assets

Cardone Industries, Inc. 401(k) Safe Harbor Plan vs every filed plan by assets

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

$95,907,461 Top 9% higher than 91% 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

Cardone Industries, Inc. 401(k) Safe Harbor 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. Cardone Industries, Inc. 401(k) Safe Harbor Plan lands in the large band (1,014 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardone Industries, Inc. 401(k) Safe Harbor Plan reported net income rose from -$26M in the plan year 2022 filing to $735K in the plan year 2023 filing.
  • Cardone Industries, Inc. 401(k) Safe Harbor Plan reported participants fell from 1,154 in the plan year 2022 filing to 1,014 in the plan year 2023 filing.
  • Cardone Industries, Inc. 401(k) Safe Harbor Plan end-of-year assets rose from $95M in the plan year 2022 filing to $96M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 233000982 · Cardone Industries, Inc. PY 2023 · 401(k)

Cardone Industries, Inc. 401(k) Safe Harbor Plan · $96M · 1,014 · 91st

  • RANK $96M
  • PHOTO 1,014
  • IND 91st
  • EOY 401(k)
  • 5500 near Maxor National Pharmacy Services Company 401(k) Plan
  • ASSETS ind #16169

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 Manufacturing retirement plans → · Plans in Ohio →

Cardone Industries, Inc. 401(k) Safe Harbor Plan in the asset neighbourhood

Columbia Machine, Inc. Retirement Plan and TrustColumbia Machine, Inc. Retir…$96MVillage Super Market, Inc. Employees Thrift Savings PlanVillage Super Market, Inc. E…$96MThe Henry J. Kaiser Family Foundation 401(k) PlanThe Henry J. Kaiser Family F…$96MCardone Industries, Inc. 401(k) Safe Harbor PlanCardone Industries, Inc. 401…$96MMaxor National Pharmacy Services Company 401(k) PlanMaxor National Pharmacy Serv…$96M
End-of-year total assets ($M) among Cardone Industries, Inc. 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$96M
Net Income$735K
Employer EIN233000982
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardone Industries, Inc.)

Sponsor-wide plan assets over time

All Cardone Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $145M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 1,696 $145M
2023 2 1,078 $118M
2024 1 300 N/A

Nearby 401(k) Plans in Ohio

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

Cardone Industries, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cardone Industries, Inc. 401(k) Safe Harbor Plan, Total assets ($B): 0.095907461 · Participants: 1014Cardone Industries, Inc. 401(k) Safe Harbor PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Cardone Industries, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cardone Industries, Inc. 401(k) Safe Harbor Plan side-by-side with 3 peers →

Cardone Industries, Inc. 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Maxor National Pharmacy Services Company 401(k) Plan in TX ($96M); by covered participants it is Dominion Energy Ohio Union Savings Plan in VA (1,014 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,014 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 Cardone Industries, Inc. 401(k) Safe Harbor Plan assets move in 2023? ▼
Cardone Industries, Inc. 401(k) Safe Harbor Plan held essentially flat - up 0.8% during 2023, from $95M to $96M. Reported net income was $735K.
Where does Cardone Industries, Inc. 401(k) Safe Harbor Plan rank by assets among Form 5500 filers? ▼
Cardone Industries, Inc. 401(k) Safe Harbor Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cardone Industries, Inc. 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maxor National Pharmacy Services Company 401(k) Plan in TX ($96M, 865 participants).
Which 401(k) plans cover a similar participant headcount to Cardone Industries, Inc. 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dominion Energy Ohio Union Savings Plan in VA (1,014 participants, $179M 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 233000982.

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.