Profit Sharing · DOL Form 5500 · 2022
Sally Beauty Holdings, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 268
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $8,028
- Avg per participant Low balance/head
Official DOL plan name: Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan · Sponsored by Sally Beauty Holdings, Inc. · Texas · Retail Trade
$2M in assets, 268 participants
Sally Beauty Holdings, Inc.'s Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan reported $2M in total assets and 268 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #4,217 in Retail Trade (9,519 peers)
Coverage in Texas
Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan covers 268 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $2M.
- #4,217
- in Retail Trade (9,519 peers)
- -33.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,151,539 35th percentile higher than 35% 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 De Puerto Rico, Inc. Coda Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan sits mid-pack in the medium band (268 participants).
Form 5500 schedule snapshot
Filing strip 660492477 · Sally Beauty Holdings, Inc. PY 2022 · Profit Sharing
Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan · $2M · 268 · 35th
- PHOTO $2M
- PHOTO 268
- PHOTO 35th
- PHOTO Profit Sharing
- PHOTO near Pines Village Retirement Communities, Inc. 403(b) Thrift Plan
- PHOTO ind #4217
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 De Puerto Rico, Inc. Coda Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$1M |
| Employer EIN | 660492477 |
| Plan Effective Date | 1997-01-01 |
| 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
- $3M 53.322342750933174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 268 | $2M |
| 2023 | 1 | 236 | $3M |
| 2024 | 1 | 257 | $3M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Pines Village Retirement Communities, Inc. 403(b) Thrift Plan in IN ($2M); by covered participants it is Kceoc Community Action Partnership Profit Sharing Plan in KY (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (268 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.