401(k) · DOL Form 5500 · 2024

Cardinal Point Captains, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 120
Participants Small participant base: 42nd
Percentile by assets National rank: $41,447
Avg per participant Low balance/head

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Official DOL plan name: Cpc Retirement Plan · Sponsored by Cardinal Point Captains, Inc. · California · Transportation & Warehousing

$5M in assets, 120 participants

Cardinal Point Captains, Inc.'s Cpc Retirement Plan reported $5M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#1,417 in Transportation & Warehousing (3,299 peers)

Coverage in California

Cpc Retirement Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $5M.

#1,417
in Transportation & Warehousing (3,299 peers): +17.9%
assets growth YoY

Cpc Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Cpc Retirement Plan vs every filed plan by assets

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

$4,973,677 42nd percentile higher than 42% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Cpc Retirement 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. Cpc Retirement Plan sits mid-pack in the medium band (120 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Cpc Retirement Plan reported net income fell from $986K in the plan year 2023 filing to $754K in the plan year 2024 filing.
Cpc Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Cpc Retirement Plan reported participants rose from 109 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 464380003 · Cardinal Point Captains, Inc. PY 2024 · 401(k)

Cpc Retirement Plan · $5M · 120 · 42nd

NET $5M
BOOK 120
VS-ST 42nd
BOY 401(k)
SCH near Nonami Enterprises, Inc. Salary Deferral Plan
EBSA ind #1417

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 Transportation & Warehousing retirement plans → · Plans in California →

End-of-year total assets ($M) among Cpc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$754K
Employer EIN	464380003
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cardinal Point Captains, Inc.)

Latest sponsor-wide plan assets: $5M 53.79596746388698% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	101	$3M
2023	1	109	$4M
2024	1	120	$5M

Nearby 401(k) Plans in California

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

Cpc Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Cpc Retirement Plan side-by-side with 3 peers →

Cpc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nonami Enterprises, Inc. Salary Deferral Plan in GA ($5M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Nonami Enterprises, Inc. Salary Deferral Plan (GA) $5M · 19
Cudahy Dental Associates, S.C. Profit Sharing Plan (WI) $5M · 21
Stored Energy Holdings 401(k) Plan (MA) $5M · 92
Solmet Technologies, Inc. 401(k) Plan (OH) $5M · 63

Similar participant headcount

Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.

Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 120 · 0 off
Oostburg Concrete Products, Inc. 401(k) Plan (WI) 120 · 0 off
Maine Pointe, LLC Profit Sharing Plan and Trust (MA) 120 · 0 off
Tripwire Interactive, LLC 401(k) Plan (GA) 120 · 0 off

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 Cpc Retirement Plan assets move in 2024? ▼

Cpc Retirement Plan grew sharply - up 17.9% during 2024, from $4M to $5M. Reported net income was $754K.

How have Cardinal Point Captains, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cardinal Point Captains, Inc.'s sponsor-wide assets grew 53.8%, from $3M to $5M.

Which 401(k) plans are similar in size to Cpc Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nonami Enterprises, Inc. Salary Deferral Plan in GA ($5M, 19 participants).

Which 401(k) plans cover a similar participant headcount to Cpc Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 464380003.