401(k)
2022 plan-year 401(k) DOL Form 5500

Stewart-Haas Racing LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Stewart-Haas Racing, LLC · North Carolina · Arts, Entertainment & Recreation

What the 2023 filing shows

Stewart-Haas Racing LLC 401(k) Plan holds $28M for 316 participants — about $88,888 per participant, down 12.4% over the 2022 plan year.

$28M
total plan assets (2022 EOY)
316
covered participants
$88,888
avg assets per participant
-12.4%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$28M
Participants
316
Industry
Arts, Entertainment & Recreation

What the Filing Says About Stewart-Haas Racing LLC 401(k) Plan

Stewart-Haas Racing LLC 401(k) Plan is a 401(k) retirement plan sponsored by Stewart-Haas Racing, LLC, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 316 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 263344402, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2022 to $28M at year-end — a decline of 12.4%. Net assets (after liabilities) closed the year at $28M, with reported net income of $-3,965,846 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$-3,965,846
Plan Type401(k)
Employer EIN263344402
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart-Haas Racing, LLC)

Year Plans Participants Total Assets
2022 1 316 $28M
2023 1 297 $34M
2024 1 311 $32M

Nearby 401(k) Plans in North Carolina

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

Frequently Asked Questions

How much money is in the Stewart-Haas Racing LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Stewart-Haas Racing LLC 401(k) Plan holds $28M in total assets with 316 participants. It is sponsored by Stewart-Haas Racing, LLC.
What type of plan is Stewart-Haas Racing LLC 401(k) Plan?
Stewart-Haas Racing LLC 401(k) Plan is a 401(k) plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 263344402.
Who sponsors the Stewart-Haas Racing LLC 401(k) Plan?
Stewart-Haas Racing LLC 401(k) Plan is sponsored by Stewart-Haas Racing, LLC, located in North Carolina. The sponsor's EIN is 263344402 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Stewart-Haas Racing LLC 401(k) Plan perform in 2022?
Stewart-Haas Racing LLC 401(k) Plan declined by 12.4% during 2022, moving from $32M to $28M in total assets. Net income was $-3,965,846.
Where can I find official filings for Stewart-Haas Racing LLC 401(k) Plan?
Official Form 5500 filings for Stewart-Haas Racing LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263344402 or plan name at efast.dol.gov.
How does Stewart-Haas Racing LLC 401(k) Plan compare to other plans?
You can compare Stewart-Haas Racing LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 263344402.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.