401(k) · DOL Form 5500 · 2024
Cardinal Financial Company, Limited Partnership 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 1,758
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $48,125
- Avg per participant Low balance/head
Official DOL plan name: Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan · Sponsored by Cardinal Financial Company, Limited Partnership · North Carolina · Finance & Insurance
$85M in assets, 1,758 participants
Cardinal Financial Company, Limited Partnership's Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan reported $85M in total assets and 1,758 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,119 in Finance & Insurance (8,549 peers)
Coverage in North Carolina
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan covers 1,758 participants in North Carolina, 2.1x the typical North Carolina plan (state average ~819 per filing). Assets: $85M.
- #7,119
- in Finance & Insurance (8,549 peers)
- -12.9%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan's outsized position by total assets
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,603,230 Top 11% higher than 89% 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
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan lands in the large band (1,758 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan reported net income fell from $9M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
- Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan reported participants fell from 2,747 in the plan year 2023 filing to 1,758 in the plan year 2024 filing.
- Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan end-of-year assets fell from $97M in the plan year 2023 filing to $85M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232470039 · Cardinal Financial Company, Limited Partnership PY 2024 · 401(k)
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan · $85M · 1,758 · 89th
- TYPE $85M
- NET 1,758
- BOOK 89th
- VS-ST 401(k)
- BOY near Keller and Heckman LLP Employees 401(k) Profit Sharing Plan
- SCH ind #7119
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$13M |
| Employer EIN | 232470039 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cardinal Financial Company, Limited Partnership)
Sponsor-wide plan assets over time
All Cardinal Financial Company, Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 3.7277293813777805% vs 2022
- 2024 filing year
| 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
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Cardinal Financial Company, Limited Partnership 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Keller and Heckman LLP Employees 401(k) Profit Sharing Plan in DC ($85M); by covered participants it is Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust in NM (1,758 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,758 participants); asset peers above are excluded.
- Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust (NM) 1,758 · 0 off
- Polar Beverages Retirement Plan (MA) 1,758 · 0 off
- Columbus Mckinnon Corporation Thrift 401(k) Plan (NY) 1,757 · 1 off
- Evo 401(k) Plan (AZ) 1,757 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.