401(k) · DOL Form 5500 · 2023

Helen of Troy Nevada Corporation 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
1,443
Participants Near avg headcount
93rd
Percentile by assets National rank
$97,867
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

$141M in assets, 1,443 participants

Helen of Troy Nevada Corporation's Helen of Troy 401(k) Plan reported $141M in total assets and 1,443 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #5,967 in Wholesale Trade (6,309 peers)

Coverage in Texas

Helen of Troy 401(k) Plan covers 1,443 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $141M.

#5,967
in Wholesale Trade (6,309 peers)
+20.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$141,222,789 Top 7% higher than 93% of 127,068 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 2023

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

Plan-year 2023 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 (1,443 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helen of Troy 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Helen of Troy 401(k) Plan end-of-year assets rose from $117M in the plan year 2022 filing to $141M in the plan year 2023 filing.
  • Helen of Troy 401(k) Plan reported participants rose from 1,407 in the plan year 2022 filing to 1,443 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742804062 · Helen of Troy Nevada Corporation PY 2023 · 401(k)

Helen of Troy 401(k) Plan · $141M · 1,443 · 93rd

  • EBSA $141M
  • PART 1,443
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Squarespace, Inc. 401(k) Plan
  • VS-ST ind #5967

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

Pjt Partners 401(k) Savings PlanPjt Partners 401(k) Savings …$141MSquarespace, Inc. 401(k) Plan$141MHelen of Troy 401(k) Plan$141MKimball Electronics Retirement PlanKimball Electronics Retireme…$141MRiker Danzig LLP Profit Sharing PlanRiker Danzig LLP Profit Shar…$141M
End-of-year total assets ($M) among Helen of Troy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$141M
Net Income$24M
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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Helen of Troy 401(k) Plan, Total assets ($B): 0.141222789 · Participants: 1443Helen of Troy 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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 Squarespace, Inc. 401(k) Plan in NY ($141M); by covered participants it is Scentsy, Inc. Retirement Plan in ID (1,443 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,443 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Helen of Troy 401(k) Plan grew sharply - up 20.6% during 2023, from $117M to $141M. Reported net income was $24M.
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 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Squarespace, Inc. 401(k) Plan in NY ($141M, 1,501 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 Scentsy, Inc. Retirement Plan in ID (1,443 participants, $68M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.