401(k) · DOL Form 5500 · 2022
Sally Beauty Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $246M
- Total assets Near avg plan size
- 28,960
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $8,488
- Avg per participant Low balance/head
Official DOL plan name: Sally Beauty 401(k) and Profit Sharing Plan · Sponsored by Sally Beauty Holdings, Inc. · Texas · Retail Trade
$246M in assets, 28,960 participants
Sally Beauty Holdings, Inc.'s Sally Beauty 401(k) and Profit Sharing Plan reported $246M in total assets and 28,960 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,323 in Retail Trade (9,519 peers)
Coverage in Texas
Sally Beauty 401(k) and Profit Sharing Plan covers 28,960 participants in Texas, 42x the typical Texas plan (state average ~688 per filing). Assets: $246M.
- #9,323
- in Retail Trade (9,519 peers)
- -19.1%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sally Beauty 401(k) and Profit Sharing Plan's outsized position by total assets
Sally Beauty 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$245,826,656 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sally Beauty 401(k) and Profit Sharing Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sally Beauty 401(k) and Profit Sharing Plan is a mega filing (28,960 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 362257936 · Sally Beauty Holdings, Inc. PY 2022 · 401(k)
Sally Beauty 401(k) and Profit Sharing Plan · $246M · 28,960 · 96th
- 5500 $246M
- ASSETS 28,960
- PCT 96th
- EIN 401(k)
- RANK near Summit Medical Group, PLLC 401(k) Profit Sharing Plan
- PHOTO ind #9323
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 Retail Trade retirement plans → · Plans in Texas →
Sally Beauty 401(k) and Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $304M |
|---|---|
| Net Assets (End of Year) | $246M |
| Net Income | -$58M |
| Employer EIN | 362257936 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sally Beauty Holdings, Inc.)
Sponsor-wide plan assets over time
All Sally Beauty Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $294M 19.63507122677534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28,960 | $246M |
| 2023 | 1 | 17,873 | $275M |
| 2024 | 1 | 18,303 | $294M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for Sally Beauty 401(k) and Profit Sharing Plan
Sally Beauty 401(k) and Profit Sharing Plan reports $246M in end-of-year assets across 28,960 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $8,488 per participant (6% of the national average assets-per-participant) . Net income for plan year 2022 was -$58M.
This plan identity (EIN 362257936, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $294M (+19.6%) while covered participants moved from 28,960 to 18,303 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,960 | $246M | This page |
| 2023 | 17,873 | $275M | Open filing |
| 2024 · index core | 18,303 | $294M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sally Beauty 401(k) and Profit Sharing Plan (401(k), $294M, 18,303 participants)
Sally Beauty 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Summit Medical Group, PLLC 401(k) Profit Sharing Plan in TN ($246M); by covered participants it is Union Pacific Agreement Employee 401(k) Retirement Thrift Plan in NE (28,974 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($246M here).
- Summit Medical Group, PLLC 401(k) Profit Sharing Plan (TN) $246M · 1,335
- Liquor and Allied Workers Union Local No. 3, Emp (IL) $246M · 1,266
- Indiana Farm Bureau Companies Employees' 401(k) Savings Plan (IN) $246M · 1,339
- Vestas America Holding, Inc. 401(k) Plan (OR) $246M · 3,268
Similar participant headcount
Nearest other-state filings by covered participants (28,960 participants); asset peers above are excluded.
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan (NE) 28,974 · 14 off
- Casey's General Stores 401(k) Plan (IA) 28,900 · 60 off
- Supplemental Income 401(k) Plan (CA) 28,894 · 66 off
- Trinet Select 401(k) Plan (FL) 28,864 · 96 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.