401(k) · DOL Form 5500 · 2022

Helen of Troy Nevada Corporation 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
1,407
Participants Near avg headcount
94th
Percentile by assets National rank
$83,235
Avg per participant Below avg balance/head
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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.

  • #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.

#6,490
in Wholesale Trade (6,843 peers)
-16.1%
assets change YoY
1.2×
vs typical plan assets (national mean)

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.

Helen of Troy 401(k) Plan's outsized position by total assets

Helen of Troy 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$117,111,785 Top 6% higher than 94% of 139,123 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 2022

Helen of Troy 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helen of Troy 401(k) Plan lands in the large band (1,407 participants).

Form 5500 schedule snapshot

Filing strip 742804062 · Helen of Troy Nevada Corporation PY 2022 · 401(k)

Helen of Troy 401(k) Plan · $117M · 1,407 · 94th

  • PHOTO $117M
  • IND 1,407
  • EOY 94th
  • 5500 401(k)
  • ASSETS near Sterilite Corporation Retirement Income Partnership
  • PCT ind #6490

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 Wholesale Trade retirement plans → · Plans in Texas →

Helen of Troy 401(k) Plan in the asset neighbourhood

Barnhart Crane & Rigging Company 401(k) Profit Sharing PlanBarnhart Crane & Rigging Com…$117MOnpoint Community Credit Union 401(k) PlanOnpoint Community Credit Uni…$117MSterilite Corporation Retirement Income PartnershipSterilite Corporation Retire…$117MHelen of Troy 401(k) Plan$117MEssentra USA Deferred Savings PlanEssentra USA Deferred Saving…$117M
End-of-year total assets ($M) among Helen of Troy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$117M
Net Income-$22M
Employer EIN742804062
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helen of Troy Nevada Corporation)

Sponsor-wide plan assets over time

All Helen of Troy Nevada Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$158M 34.917787308937356% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $117M $158M ▲ +34.9%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Helen of Troy 401(k) Plan, Total assets ($B): 0.117111785 · Participants: 1407Helen of Troy 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Helen of Troy 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Helen of Troy 401(k) Plan side-by-side with 3 peers →

Helen of Troy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sterilite Corporation Retirement Income Partnership in MA ($117M); by covered participants it is Arkansas Heart Hospital 401(k) Plan in AR (1,407 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,407 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Helen of Troy 401(k) Plan assets move in 2022? ▼
Helen of Troy 401(k) Plan declined sharply - down 16.1% during 2022, from $140M to $117M. Reported net income was -$22M.
How have Helen of Troy Nevada Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helen of Troy Nevada Corporation's sponsor-wide assets grew 34.9%, from $117M to $158M.
Where does Helen of Troy 401(k) Plan rank by assets among Form 5500 filers? ▼
Helen of Troy 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Helen of Troy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sterilite Corporation Retirement Income Partnership in MA ($117M, 2,668 participants).
Which 401(k) plans cover a similar participant headcount to Helen of Troy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arkansas Heart Hospital 401(k) Plan in AR (1,407 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742804062.

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.