401(k) · DOL Form 5500 · 2022
Sally Beauty Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $246M
- Total assets
- 28,960
- Participants
- 96th
- Percentile by assets
- $8,488
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $246M
- total plan assets (2022 EOY)
- 28,960
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $8,488
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Sally Beauty 401(k) and Profit Sharing Plan reports 28,960 participants - 42x that state average ($246M EOY assets).
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.)
| 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.
Sally Beauty 401(k) and Profit Sharing 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
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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sally Beauty 401(k) and Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sally Beauty 401(k) and Profit Sharing Plan assets move in 2022? ▼
How have Sally Beauty Holdings, Inc. plan assets changed over time? ▼
Where does Sally Beauty 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sally Beauty 401(k) and Profit Sharing Plan? ▼
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Filing takeaways
Ways to act on Sally Beauty 401(k) and Profit Sharing Plan's numbers.
- By total assets, Sally Beauty 401(k) and Profit Sharing Plan ranks in the top 5% 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
- Sally Beauty Holdings, Inc.'s sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Retail Trade plans