Defined Benefit (Pension) · DOL Form 5500 · 2023

Penske Motorsports Corp Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
63
Participants Small participant base
47th
Percentile by assets National rank
$90,053
Avg per participant Below avg balance/head
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Official DOL plan name: Hulman & Company Retirement Plan · Sponsored by Penske Motorsports Corp · Indiana · Arts, Entertainment & Recreation

$6M in assets, 63 participants

Penske Motorsports Corp's Hulman & Company Retirement Plan reported $6M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,948 in Arts, Entertainment & Recreation (2,945 peers)

Penske Motorsports Corp multi-year trail

Penske Motorsports Corp's plans moved +28.6% in assets from 2022 to 2024; this filing shows Hulman & Company Retirement Plan at $6M / 63 participants.

#1,948
in Arts, Entertainment & Recreation (2,945 peers)
+1.8%
assets growth YoY

Hulman & Company Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Hulman & Company Retirement Plan vs every filed plan by assets

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

$5,673,336 47th percentile higher than 47% 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

Hulman & Company Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hulman & Company Retirement Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hulman & Company Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $99K in the plan year 2023 filing.
  • Hulman & Company Retirement Plan reported participants fell from 70 in the plan year 2022 filing to 63 in the plan year 2023 filing.
  • Hulman & Company Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350400820 · Penske Motorsports Corp PY 2023 · Defined Benefit (Pension)

Hulman & Company Retirement Plan · $6M · 63 · 47th

  • PHOTO $6M
  • IND 63
  • EOY 47th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Bluegrass Orthopaedics, Psc Cash Balance Pension Plan
  • PCT ind #1948

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 Indiana →

Hulman & Company Retirement Plan in the asset neighbourhood

Community Action Agency of South Alabama Defined Benefit Pension PlanCommunity Action Agency of S…$6MLorain County Printing & Publishing Employees Retirement PlanLorain County Printing & Pub…$6MHulman & Company Retirement PlanHulman & Company Retirement …$6MBluegrass Orthopaedics, Psc Cash Balance Pension PlanBluegrass Orthopaedics, Psc …$6MMomentum Technologies, Inc. Pension PlanMomentum Technologies, Inc. …$6M
End-of-year total assets ($M) among Hulman & Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Penske Motorsports Corp multi-year asset trail

Sponsor-wide plan assets over time

All Penske Motorsports Corp plans reported in each filing year

Latest sponsor-wide plan assets
$49M 28.590818982953802% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.1M $48.9M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 301 $38M
2023 2 304 $44M
2024 2 317 $49M

Penske Motorsports Corp filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$99K
Employer EIN350400820
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hulman & Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Hulman & Company Retirement Plan, Total assets ($B): 0.005673336 · Participants: 63Hulman & Company Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Hulman & Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Hulman & Company Retirement Plan side-by-side with 3 peers →

Hulman & Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Bluegrass Orthopaedics, Psc Cash Balance Pension Plan in KY ($6M); by covered participants it is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Hulman & Company Retirement Plan assets move in 2023? ▼
Hulman & Company Retirement Plan edged up modestly - up 1.8% during 2023, from $6M to $6M. Reported net income was $99K.
How have Penske Motorsports Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penske Motorsports Corp's sponsor-wide assets grew 28.6%, from $38M to $49M.
Which Defined Benefit (Pension) plans are similar in size to Hulman & Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bluegrass Orthopaedics, Psc Cash Balance Pension Plan in KY ($6M, 192 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hulman & Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants, $264M 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 350400820.

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.