401(k) · DOL Form 5500 · 2023

Stewart-Haas Racing, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
297
Participants Below avg headcount
81st
Percentile by assets National rank
$114,259
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

$34M in assets, 297 participants

Stewart-Haas Racing, LLC's Stewart-Haas Racing LLC 401(k) Plan reported $34M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,608 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in North Carolina

Stewart-Haas Racing LLC 401(k) Plan covers 297 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $34M.

#2,608
in Arts, Entertainment & Recreation (2,945 peers)
+20.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$33,934,895 Top 19% higher than 81% 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

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

Plan-year 2023 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 (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stewart-Haas Racing LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Stewart-Haas Racing LLC 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Stewart-Haas Racing LLC 401(k) Plan reported participants fell from 316 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263344402 · Stewart-Haas Racing, LLC PY 2023 · 401(k)

Stewart-Haas Racing LLC 401(k) Plan · $34M · 297 · 81st

  • EIN $34M
  • RANK 297
  • PHOTO 81st
  • IND 401(k)
  • EOY near Wix.Com, Inc. 401(k) Plan
  • 5500 ind #2608

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

Kettle Cuisine, LLC 401(k) Savings PlanKettle Cuisine, LLC 401(k) S…$34MStewart-Haas Racing LLC 401(k) PlanStewart-Haas Racing LLC 401(…$34MWix.Com, Inc. 401(k) Plan$34MDiscovery Life Sciences 401(k) PlanDiscovery Life Sciences 401(…$34MJa USA 401(k) Plan$34M
End-of-year total assets ($M) among Stewart-Haas Racing LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
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. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Stewart-Haas Racing LLC 401(k) Plan, Total assets ($B): 0.033934895 · Participants: 297Stewart-Haas Racing LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Stewart-Haas Racing LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Stewart-Haas Racing LLC 401(k) Plan side-by-side with 3 peers →

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 Wix.Com, Inc. 401(k) Plan in NY ($34M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Stewart-Haas Racing LLC 401(k) Plan assets move in 2023? ▼
Stewart-Haas Racing LLC 401(k) Plan grew sharply - up 20.8% during 2023, from $28M to $34M. Reported net income was $6M.
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 81st 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 Stewart-Haas Racing LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wix.Com, Inc. 401(k) Plan in NY ($34M, 953 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 Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A 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 263344402.

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.