401(k) · DOL Form 5500 · 2023

Hms Holdings LLC 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
551
Participants Below avg headcount
92nd
Percentile by assets National rank
$204,380
Avg per participant Above avg balance/head
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Official DOL plan name: Hendrick Motorsports, LLC 401(k) Plan · Sponsored by Hms Holdings LLC · North Carolina · Arts, Entertainment & Recreation

$113M in assets, 551 participants

Hms Holdings LLC's Hendrick Motorsports, LLC 401(k) Plan reported $113M in total assets and 551 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #2,836 in Arts, Entertainment & Recreation (2,945 peers)

Where Hendrick Motorsports, LLC 401(k) Plan sits by assets

Hendrick Motorsports, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $113M for 551 participants (~$204,380/participant), up 13.6% in 2023.

#2,836
in Arts, Entertainment & Recreation (2,945 peers)
+13.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Hendrick Motorsports, LLC 401(k) Plan's outsized position by total assets

Hendrick Motorsports, LLC 401(k) Plan vs every filed plan by assets

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

$112,613,222 Top 8% higher than 92% 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

Hendrick Motorsports, 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. Hendrick Motorsports, LLC 401(k) Plan sits mid-pack in the medium band (551 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hendrick Motorsports, LLC 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Hendrick Motorsports, LLC 401(k) Plan end-of-year assets rose from $99M in the plan year 2022 filing to $113M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611432963 · Hms Holdings LLC PY 2023 · 401(k)

Hendrick Motorsports, LLC 401(k) Plan · $113M · 551 · 92nd

  • IND $113M
  • EOY 551
  • 5500 92nd
  • ASSETS 401(k)
  • PCT near Pepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer Plan
  • EIN ind #2836

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 →

Hendrick Motorsports, LLC 401(k) Plan in the asset neighbourhood

Morrison Cohen Retirement and Savings PlanMorrison Cohen Retirement an…$113MHendrick Motorsports, LLC 401(k) PlanHendrick Motorsports, LLC 40…$113MPepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer PlanPepsi-Cola Bottlers Standing…$113MCv Services Group 401(k) Retirement PlanCv Services Group 401(k) Ret…$113MProvidence Equity Partners L.L.C. 401(k) PlanProvidence Equity Partners L…$113M
End-of-year total assets ($M) among Hendrick Motorsports, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$113M
Net Income$13M
Employer EIN611432963
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hms Holdings LLC)

Sponsor-wide plan assets over time

All Hms Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$128M 29.23841861938318% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $99.1M $128M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 554 $99M
2023 1 551 $113M
2024 1 604 $128M

Nearby 401(k) Plans in North Carolina

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

Hendrick Motorsports, 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 ($B) Participants Hendrick Motorsports, LLC 401(k) Plan, Total assets ($B): 0.112613222 · Participants: 551Hendrick Motorsports, 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
Hendrick Motorsports, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Hendrick Motorsports, LLC 401(k) Plan side-by-side with 3 peers →

Hendrick Motorsports, 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 Pepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer Plan in MD ($113M); by covered participants it is Rotary International 401(k) Plan in IL (551 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (551 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 Hendrick Motorsports, LLC 401(k) Plan assets move in 2023? ▼
Hendrick Motorsports, LLC 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $99M to $113M. Reported net income was $13M.
How have Hms Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hms Holdings LLC's sponsor-wide assets grew 29.2%, from $99M to $128M.
Where does Hendrick Motorsports, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Hendrick Motorsports, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hendrick Motorsports, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer Plan in MD ($113M, 1,855 participants).
Which 401(k) plans cover a similar participant headcount to Hendrick Motorsports, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rotary International 401(k) Plan in IL (551 participants, $146M 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 611432963.

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.