401(k) · DOL Form 5500 · 2022
Helen of Troy Nevada Corporation 401(k) Plan
Data updated 2026-08-11
- $117M
- Total assets
- 1,407
- Participants
- 94th
- Percentile by assets
- $83,235
- Avg per participant
Official DOL plan name: Helen of Troy 401(k) Plan · Sponsored by Helen of Troy Nevada Corporation · Texas · Wholesale Trade
$117M in assets, 1,407 participants
Helen of Troy Nevada Corporation's Helen of Troy 401(k) Plan reported $117M in total assets and 1,407 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #6,490 in Wholesale Trade (6,843 peers)
Coverage in Texas
Helen of Troy 401(k) Plan covers 1,407 participants in Texas, 2.0x the typical Texas plan (state average ~688 per filing). Assets: $117M.
- $117M
- total plan assets (2022 EOY)
- 1,407
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $83,235
- avg assets per participant
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Helen of Troy 401(k) Plan reports 1,407 participants - 2.0x that state average ($117M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | -$22M |
| Employer EIN | 742804062 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helen of Troy Nevada Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,407 | $117M |
| 2023 | 1 | 1,443 | $141M |
| 2024 | 1 | 1,364 | $158M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Helen of Troy 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Helen of Troy 401(k) Plan by total assets, not by location.
- Sterilite Corporation Retirement Income Partnership (MA) $117M · 2,668
- Onpoint Community Credit Union 401(k) Plan (OR) $117M · 975
- Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan (TN) $117M · 800
- Essentra USA Deferred Savings Plan (IL) $117M · 1,319
Frequently Asked Questions
How did Helen of Troy 401(k) Plan assets move in 2022? ▼
How have Helen of Troy Nevada Corporation plan assets changed over time? ▼
Where does Helen of Troy 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Helen of Troy 401(k) Plan? ▼
Next read for Helen of Troy 401(k) Plan
Filing takeaways
Ways to act on Helen of Troy 401(k) Plan's numbers.
- By total assets, Helen of Troy 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Helen of Troy Nevada Corporation's sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Wholesale Trade plans