401(k) · DOL Form 5500 · 2024

Stewart-Haas Racing, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
311
Participants Below avg headcount
78th
Percentile by assets National rank
$103,565
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stewart-Haas Racing LLC 401(k) Plan · Sponsored by Stewart-Haas Racing, LLC · North Carolina · Arts, Entertainment & Recreation

$32M in assets, 311 participants

Stewart-Haas Racing, LLC's Stewart-Haas Racing LLC 401(k) Plan reported $32M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,538 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in North Carolina

Stewart-Haas Racing LLC 401(k) Plan covers 311 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $32M.

#2,538
in Arts, Entertainment & Recreation (2,921 peers)
-5.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$32,208,588 Top 22% higher than 78% 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

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

Plan-year 2024 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 (311 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stewart-Haas Racing LLC 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Stewart-Haas Racing LLC 401(k) Plan end-of-year assets fell from $34M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Stewart-Haas Racing LLC 401(k) Plan reported participants rose from 297 in the plan year 2023 filing to 311 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 263344402 · Stewart-Haas Racing, LLC PY 2024 · 401(k)

Stewart-Haas Racing LLC 401(k) Plan · $32M · 311 · 78th

  • EOY $32M
  • EOY 311
  • EOY 78th
  • EOY 401(k)
  • EOY near The Prince & Izant Company Profit Sharing Plan and Trust
  • EOY ind #2538

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

Stewart-Haas Racing LLC 401(k) PlanStewart-Haas Racing LLC 401(…$32MThe Prince & Izant Company Profit Sharing Plan and TrustThe Prince & Izant Company P…$32MAdvanced Web Technologies, Inc. 401(k) PlanAdvanced Web Technologies, I…$32MKatun Corporation Employee Retirement Benefit and Savings PlanKatun Corporation Employee R…$32MNvisia, LLC Employees' Profit Sharing & 401(k) PlanNvisia, LLC Employees' Profi…$32M
End-of-year total assets ($M) among Stewart-Haas Racing LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$32M
Net Income-$2M
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 -20020406080 Total assets ($B) Participants Stewart-Haas Racing LLC 401(k) Plan, Total assets ($B): 0.032208588 · Participants: 311Stewart-Haas Racing LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) 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 The Prince & Izant Company Profit Sharing Plan and Trust in OH ($32M); by covered participants it is Syscom, Inc. 401(k) Plan in CO (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Stewart-Haas Racing LLC 401(k) Plan assets move in 2024? ▼
Stewart-Haas Racing LLC 401(k) Plan pulled back noticeably - down 5.1% during 2024, from $34M to $32M. Reported net income was -$2M.
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 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 The Prince & Izant Company Profit Sharing Plan and Trust in OH ($32M, 145 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 Syscom, Inc. 401(k) Plan in CO (311 participants, N/A 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 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.