401(k) · DOL Form 5500 · 2023

Earnhardt Management Company 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
1,643
Participants Near avg headcount
88th
Percentile by assets National rank
$39,624
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Earnhardt's Savings Plan · Sponsored by Earnhardt Management Company · Arizona · Retail Trade

$65M in assets, 1,643 participants

Earnhardt Management Company's Earnhardt's Savings Plan reported $65M in total assets and 1,643 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,856 in Retail Trade (8,414 peers)

Coverage in Arizona

Earnhardt's Savings Plan covers 1,643 participants in Arizona, 2.9x the typical Arizona plan (state average ~564 per filing). Assets: $65M.

#7,856
in Retail Trade (8,414 peers)
+15.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Earnhardt's Savings Plan's outsized position by total assets

Earnhardt's Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$65,101,939 Top 12% higher than 88% of 127,068 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 2023

Earnhardt's Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Earnhardt's Savings Plan lands in the large band (1,643 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Earnhardt's Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Earnhardt's Savings Plan end-of-year assets rose from $56M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Earnhardt's Savings Plan reported participants fell from 1,854 in the plan year 2022 filing to 1,643 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860394615 · Earnhardt Management Company PY 2023 · 401(k)

Earnhardt's Savings Plan · $65M · 1,643 · 88th

  • VS-ST $65M
  • BOY 1,643
  • SCH 88th
  • EBSA 401(k)
  • PART near Duolingo Retirement Trust
  • TYPE ind #7856

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 Retail Trade retirement plans → · Plans in Arizona →

Earnhardt's Savings Plan in the asset neighbourhood

Prophet Brand Strategy 401(k) PlanProphet Brand Strategy 401(k…$65MEarnhardt's Savings Plan$65MDuolingo Retirement Trust$65MClark Nuber P.S. Retirement Savings PlanClark Nuber P.S. Retirement …$65MEmi, P.a. 401(k) Profit Sharing PlanEmi, P.a. 401(k) Profit Shar…$65M
End-of-year total assets ($M) among Earnhardt's Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$65M
Net Income$9M
Employer EIN860394615
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Earnhardt Management Company)

Sponsor-wide plan assets over time

All Earnhardt Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$76M 34.83376353396783% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $56.3M $75.8M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 1,854 $56M
2023 1 1,643 $65M
2024 1 1,649 $76M

Nearby 401(k) Plans in Arizona

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

Earnhardt's Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Earnhardt's Savings Plan, Total assets ($B): 0.065101939 · Participants: 1643Earnhardt's Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Earnhardt's Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Earnhardt's Savings Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Duolingo Retirement Trust in PA ($65M); by covered participants it is Ttx Company Thrift Plan for Maintenance and Production Employees in NC (1,643 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,643 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Earnhardt's Savings Plan assets move in 2023? ▼
Earnhardt's Savings Plan grew sharply - up 15.7% during 2023, from $56M to $65M. Reported net income was $9M.
How have Earnhardt Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Earnhardt Management Company's sponsor-wide assets grew 34.8%, from $56M to $76M.
Where does Earnhardt's Savings Plan rank by assets among Form 5500 filers? ▼
Earnhardt's Savings Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Earnhardt's Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duolingo Retirement Trust in PA ($65M, 606 participants).
Which 401(k) plans cover a similar participant headcount to Earnhardt's Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ttx Company Thrift Plan for Maintenance and Production Employees in NC (1,643 participants, $87M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860394615.

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.