401(k) · DOL Form 5500 · 2024

Stewart-Haas Racing, LLC 401(k) Plan

Data updated 2026-08-11

$32M
Total assets
311
Participants
78th
Percentile by assets
$103,565
Avg per participant
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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

$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.

  • 78th percentile by assets (of 123,622 plans)
  • #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.

$32M
total plan assets (2024 EOY)
311
covered participants
78th
percentile by assets (of 123,622 plans)
$103,565
avg assets per participant

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.

Where Stewart-Haas Racing LLC 401(k) Plan sits 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 $2,010,000,000 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

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 →

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Stewart-Haas Racing LLC 401(k) Plan reports 311 participants - about 38% of that state average ($32M EOY assets).

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)

$26M$28M$30M$32M$34M$36M 202220232024 $28.1M $32.2M ▲ +14.7%
Total plan assets by year, all Stewart-Haas Racing, LLC plans on file
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 ($B) Participants Stewart-Haas Racing …, Total assets ($B): 0.032208588 · Participants: 311Stewart-Haas Racing …The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
Stewart-Haas Racing LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stewart-Haas Racing LLC 401(k) Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Stewart-Haas Racing LLC 401(k) Plan's numbers.