401(k) · DOL Form 5500 · 2022

Stewart-Haas Racing, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
316
Participants Below avg headcount
82nd
Percentile by assets National rank
$88,888
Avg per participant Below avg balance/head
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Official DOL plan name: Stewart-Haas Racing LLC 401(k) Plan · Sponsored by Stewart-Haas Racing, LLC · North Carolina · Arts, Entertainment & Recreation

$28M in assets, 316 participants

Stewart-Haas Racing, LLC's Stewart-Haas Racing LLC 401(k) Plan reported $28M in total assets and 316 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,732 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in North Carolina

Stewart-Haas Racing LLC 401(k) Plan covers 316 participants in North Carolina, about 39% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.

#2,732
in Arts, Entertainment & Recreation (3,077 peers)
-12.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Stewart-Haas Racing LLC 401(k) Plan's outsized position by total assets

Stewart-Haas Racing LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,088,540 Top 18% higher than 82% of 139,123 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 2022

Stewart-Haas Racing LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart-Haas Racing LLC 401(k) Plan sits mid-pack in the medium band (316 participants).

DOL schedule card

Filing strip 263344402 · Stewart-Haas Racing, LLC PY 2022 · 401(k)

Stewart-Haas Racing LLC 401(k) Plan · $28M · 316 · 82nd

  • EBSA $28M
  • PART 316
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Academic Medicine Services Inc 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #2732

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 Arts, Entertainment & Recreation retirement plans → · Plans in North Carolina →

Stewart-Haas Racing LLC 401(k) Plan in the asset neighbourhood

Stewart-Haas Racing LLC 401(k) PlanStewart-Haas Racing LLC 401(…$28MAcademic Medicine Services Inc 401(k) Profit Sharing Plan & TrustAcademic Medicine Services I…$28MAmyx, Inc. 401(k) Plan$28MSouth Carolina Pediatric Alliance, LLC 401(k) Profit Sharing PlanSouth Carolina Pediatric All…$28MThe Union League of Philadelphia Employee Savings and RetirementThe Union League of Philadel…$28M
End-of-year total assets ($M) among Stewart-Haas Racing LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN263344402
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart-Haas Racing, LLC)

Sponsor-wide plan assets over time

All Stewart-Haas Racing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 14.668074595546795% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.1M $32.2M ▲ +14.7%
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.

Stewart-Haas Racing LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Stewart-Haas Racing LLC 401(k) Plan, Total assets ($B): 0.02808854 · Participants: 316Stewart-Haas Racing LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Stewart-Haas Racing LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Stewart-Haas Racing LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Academic Medicine Services Inc 401(k) Profit Sharing Plan & Trust in NY ($28M); by covered participants it is Granular, Inc. 401(k) Plan in DE (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stewart-Haas Racing LLC 401(k) Plan assets move in 2022?
Stewart-Haas Racing LLC 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Stewart-Haas Racing, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Stewart-Haas Racing, LLC's sponsor-wide assets grew 14.7%, from $28M to $32M.
Where does Stewart-Haas Racing LLC 401(k) Plan rank by assets among Form 5500 filers?
Stewart-Haas Racing LLC 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stewart-Haas Racing LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Academic Medicine Services Inc 401(k) Profit Sharing Plan & Trust in NY ($28M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Stewart-Haas Racing LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Granular, Inc. 401(k) Plan in DE (316 participants, N/A in assets).