401(k) · DOL Form 5500 · 2024

Cardinal Operating Company 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
262
Participants Below avg headcount
86th
Percentile by assets National rank
$216,510
Avg per participant Above avg balance/head
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Official DOL plan name: Cardinal Operating Company 401(k) Plan · Sponsored by Cardinal Operating Company · Ohio · Utilities

$57M in assets, 262 participants

Cardinal Operating Company's Cardinal Operating Company 401(k) Plan reported $57M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #388 in Utilities (732 peers)

Coverage in Ohio

Cardinal Operating Company 401(k) Plan covers 262 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $57M.

#388
in Utilities (732 peers)
+19.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cardinal Operating Company 401(k) Plan's outsized position by total assets

Cardinal Operating Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$56,725,554 Top 14% higher than 86% of 123,620 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 2024

Cardinal Operating Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Operating Company 401(k) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cardinal Operating Company 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Cardinal Operating Company 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Cardinal Operating Company 401(k) Plan reported participants fell from 270 in the plan year 2023 filing to 262 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341025410 · Cardinal Operating Company PY 2024 · 401(k)

Cardinal Operating Company 401(k) Plan · $57M · 262 · 86th

  • EOY $57M
  • EOY 262
  • EOY 86th
  • EOY 401(k)
  • EOY near Technical Resources International, Inc. 401(k) Profit Sharing Plan
  • EOY ind #388

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 Utilities retirement plans → · Plans in Ohio →

Cardinal Operating Company 401(k) Plan in the asset neighbourhood

Hawley Troxell 401(k) Plan$57MFrank B. Fuhrer Holdings Inc. Employees Retirement PlanFrank B. Fuhrer Holdings Inc…$57MAmsc 401(k) Savings Plan$57MCardinal Operating Company 401(k) PlanCardinal Operating Company 4…$57MTechnical Resources International, Inc. 401(k) Profit Sharing PlanTechnical Resources Internat…$57M
End-of-year total assets ($M) among Cardinal Operating Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$57M
Net Income$9M
Employer EIN341025410
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardinal Operating Company)

Sponsor-wide plan assets over time

All Cardinal Operating Company plans reported in each filing year

Latest sponsor-wide plan assets
$57M 53.98965867402313% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $36.8M $56.7M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 277 $37M
2023 1 270 $48M
2024 1 262 $57M

Nearby 401(k) Plans in Ohio

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

Cardinal Operating Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Cardinal Operating Company 401(k) Plan, Total assets ($B): 0.056725554 · Participants: 262Cardinal Operating Company 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Cardinal Operating Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cardinal Operating Company 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Technical Resources International, Inc. 401(k) Profit Sharing Plan in MD ($57M); by covered participants it is Chesapeake Containment Systems 401(k) Plan in NC (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cardinal Operating Company 401(k) Plan assets move in 2024? ▼
Cardinal Operating Company 401(k) Plan grew sharply - up 19.2% during 2024, from $48M to $57M. Reported net income was $9M.
How have Cardinal Operating Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardinal Operating Company's sponsor-wide assets grew 54.0%, from $37M to $57M.
Where does Cardinal Operating Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Cardinal Operating Company 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cardinal Operating Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Technical Resources International, Inc. 401(k) Profit Sharing Plan in MD ($57M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Operating Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Containment Systems 401(k) Plan in NC (262 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341025410.

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.