Plan5500

Penske Motorsports Corp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Penske Motorsports Corp (EIN 35-0400820) is a plan sponsor located in Indianapolis, IN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-0400820
Location
Indianapolis, IN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Penske Motorsports Corp

  • 3 loaded plans hold $43.8M in reported assets.
  • The largest, Penske Entertainment 401(K) Plan, holds 87% of this company's reported plan assets.
  • Plans cover 886 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.8MSummed across loaded plans$43,753,829
Total reported assets$43.8M$43,754,716
Total reported participants886
Total reported liabilities$887

Reported net position

Reported assets = net assets + liabilities (summed)$43.8M total assets
Net assets$43.8MLiabilities$887
Contributions & income
Employer contributions$1.2M
Participant contributions$2M
Total income / additions$9.5M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.8M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets87%Penske Entertainment 401(K) Plan
Participants per plan295Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Penske Entertainment 401(K) Plan$38.1M
    Plan #002 · 399 participants · 2023
  2. 2
    Hulman & Company Retirement Plan$5.7M
    Plan #001 · 268 participants · 2023
  3. 3
    Penske Entertainment Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 219 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Penske Motorsports Corp. Open one for its full reported snapshot.

  1. 2023
    Penske Entertainment Health & Welfare Plan219 participants · 2No schedules
    View filing →
  2. 2023
    Penske Entertainment 401(K) Plan399 participants · 2Sch HSch C
    View filing →
  3. 2023
    Hulman & Company Retirement Plan268 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Penske Motorsports Corp report on Form 5500?
Penske Motorsports Corp (EIN 35-0400820) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Penske Motorsports Corp?
The Employer Identification Number (EIN) reported for Penske Motorsports Corp is 35-0400820.
What is the latest Form 5500 filing year for Penske Motorsports Corp?
The latest loaded Form 5500 filing year for Penske Motorsports Corp is 2023.

Related Form 5500 pages