401(k) · DOL Form 5500 · 2024

Cardinal Group Management & Advisory LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,024
Participants Near avg headcount
71st
Percentile by assets National rank
$19,995
Avg per participant Low balance/head
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Official DOL plan name: Cardinal Group Management 401(k) Plan · Sponsored by Cardinal Group Management & Advisory LLC · Colorado · Real Estate

$20M in assets, 1,024 participants

Cardinal Group Management & Advisory LLC's Cardinal Group Management 401(k) Plan reported $20M in total assets and 1,024 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,908 in Real Estate (4,605 peers)

Coverage in Colorado

Cardinal Group Management 401(k) Plan covers 1,024 participants in Colorado, 2.7x the typical Colorado plan (state average ~376 per filing). Assets: $20M.

#3,908
in Real Estate (4,605 peers)
+33.8%
assets growth YoY

Cardinal Group Management 401(k) Plan's outsized position by total assets

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

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

$20,474,540 Top 29% higher than 71% 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 Group Management 401(k) 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 Group Management 401(k) Plan lands in the large band (1,024 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cardinal Group Management 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Cardinal Group Management 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Cardinal Group Management 401(k) Plan reported participants rose from 910 in the plan year 2023 filing to 1,024 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263023643 · Cardinal Group Management & Advisory LLC PY 2024 · 401(k)

Cardinal Group Management 401(k) Plan · $20M · 1,024 · 71st

  • EOY $20M
  • EOY 1,024
  • EOY 71st
  • EOY 401(k)
  • EOY near Roechling Automotive USA LLP 401(k) Plan
  • EOY ind #3908

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 Real Estate retirement plans → · Plans in Colorado →

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

Tipalti 401(k) Plan$20MGradient Financial Group LLC 401(k) Profit Sharing Plan and TrustGradient Financial Group LLC…$20MCardinal Group Management 401(k) PlanCardinal Group Management 40…$20MRoechling Automotive USA LLP 401(k) PlanRoechling Automotive USA LLP…$20MThe Timken Company Voluntary Investment Pension PlanThe Timken Company Voluntary…$20M
End-of-year total assets ($M) among Cardinal Group Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN263023643
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardinal Group Management & Advisory LLC)

Sponsor-wide plan assets over time

All Cardinal Group Management & Advisory LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 88.83687521489611% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.8M $20.5M ▲ +88.8%
Year Plans Participants Total Assets
2022 1 1,043 $11M
2023 1 910 $15M
2024 1 1,024 $20M

Nearby 401(k) Plans in Colorado

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

Cardinal Group Management 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Cardinal Group Management 401(k) Plan, Total assets ($B): 0.02047454 · Participants: 1024Cardinal Group Management 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Cardinal Group Management 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Cardinal Group Management 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Roechling Automotive USA LLP 401(k) Plan in SC ($20M); by covered participants it is Insight Service Group Inc 401(k) Plan in MA (1,024 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,024 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 Group Management 401(k) Plan assets move in 2024? ▼
Cardinal Group Management 401(k) Plan surged - up 33.8% during 2024, from $15M to $20M. Reported net income was $5M.
How have Cardinal Group Management & Advisory LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardinal Group Management & Advisory LLC's sponsor-wide assets grew 88.8%, from $11M to $20M.
Which 401(k) plans are similar in size to Cardinal Group Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roechling Automotive USA LLP 401(k) Plan in SC ($20M, 537 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Group Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Insight Service Group Inc 401(k) Plan in MA (1,024 participants, $15M 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 263023643.

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.