Defined Benefit (Pension) · DOL Form 5500 · 2024

Penske Motorsports Corp Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
58
Participants Small participant base
44th
Percentile by assets National rank
$97,983
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, 58 participants

Penske Motorsports Corp's Hulman & Company Retirement Plan reported $6M in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,885 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Hulman & Company Retirement Plan ranks #1,885 of 2,921 2024 filers by assets (489% of the sector average)-$6M for 58 participants.

#1,885
in Arts, Entertainment & Recreation (2,921 peers)
+0.2%
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 2024 · DOL Form 5500

$5,683,013 44th percentile higher than 44% of 123,620 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 2024

Hulman & Company Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hulman & Company Retirement Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hulman & Company Retirement Plan reported net income fell from $99K in the plan year 2023 filing to $11K in the plan year 2024 filing.
  • Hulman & Company Retirement Plan reported participants fell from 63 in the plan year 2023 filing to 58 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 350400820 · Penske Motorsports Corp PY 2024 · Defined Benefit (Pension)

Hulman & Company Retirement Plan · $6M · 58 · 44th

  • NET $6M
  • BOOK 58
  • VS-ST 44th
  • BOY Defined Benefit (Pension)
  • SCH near Kns Building Restoration Inc. Retirement Plan and Trust
  • EBSA ind #1885

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

Kolcraft Enterprises, Inc. Retirement PlanKolcraft Enterprises, Inc. R…$6MHulman & Company Retirement PlanHulman & Company Retirement …$6MKns Building Restoration Inc. Retirement Plan and TrustKns Building Restoration Inc…$6MKleen-Rite Corporation Cash Balance PlanKleen-Rite Corporation Cash …$6MThe Harry Fox Agency LLC Pension PlanThe Harry Fox Agency LLC Pen…$6M
End-of-year total assets ($M) among Hulman & Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$11K
Employer EIN350400820
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penske Motorsports Corp)

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

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. -10000010000200003000040000 -5051015 Total assets ($B) Participants Hulman & Company Retirement Plan, Total assets ($B): 0.005683013 · Participants: 58Hulman & Company Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource 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 Kns Building Restoration Inc. Retirement Plan and Trust in NY ($6M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Hulman & Company Retirement Plan held essentially flat - up 0.2% during 2024, from $6M to $6M. Reported net income was $11K.
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 Kns Building Restoration Inc. Retirement Plan and Trust in NY ($6M, 7 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 Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.