401(k) · DOL Form 5500 · 2023

Headwaters Salons, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
178
Participants Small participant base
35th
Percentile by assets National rank
$15,819
Avg per participant Low balance/head
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Official DOL plan name: Headwaters Salons, LLC 401(k) Plan · Sponsored by Headwaters Salons, LLC · Montana · Other Services

$3M in assets, 178 participants

Headwaters Salons, LLC's Headwaters Salons, LLC 401(k) Plan reported $3M in total assets and 178 participants in its 2023 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.

  • #4,628 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Headwaters Salons, LLC 401(k) Plan ranks #4,628 of 7,857 2023 filers by assets (713% of the sector average)-$3M for 178 participants.

#4,628
in Other Services (7,857 peers)
+35.3%
assets growth YoY

Headwaters Salons, LLC 401(k) Plan's mid-pack asset rank among Other Services and all filers

Headwaters Salons, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,815,744 35th percentile higher than 35% 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

Headwaters Salons, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Headwaters Salons, LLC 401(k) Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Headwaters Salons, LLC 401(k) Plan reported net income rose from -$12K in the plan year 2022 filing to $735K in the plan year 2023 filing.
  • Headwaters Salons, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Headwaters Salons, LLC 401(k) Plan reported participants rose from 176 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810532833 · Headwaters Salons, LLC PY 2023 · 401(k)

Headwaters Salons, LLC 401(k) Plan · $3M · 178 · 35th

  • PART $3M
  • PART 178
  • PART 35th
  • PART 401(k)
  • PART near Global Hospitality Management LLC 401(k) Plan
  • PART ind #4628

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 Other Services retirement plans → · Plans in Montana →

Headwaters Salons, LLC 401(k) Plan in the asset neighbourhood

Headwaters Salons, LLC 401(k) PlanHeadwaters Salons, LLC 401(k…$3MGlobal Hospitality Management LLC 401(k) PlanGlobal Hospitality Managemen…$3MTrdi Retirement Plan$3MAlpha Industrial Supplies Inc 401(k) PlanAlpha Industrial Supplies In…$3MWilliam a. Current, Jr., Dds, PA. 401(k) Profit Sharing PlanWilliam a. Current, Jr., Dds…$3M
End-of-year total assets ($M) among Headwaters Salons, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$735K
Employer EIN810532833
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Headwaters Salons, LLC)

Sponsor-wide plan assets over time

All Headwaters Salons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.8488439378589% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.08M $3.37M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 176 $2M
2023 1 178 $3M
2024 1 172 $3M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Headwaters Salons, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Headwaters Salons, LLC 401(k) Plan, Total assets ($M): 2.815744 · Participants: 178Headwaters Salons, LLC 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Headwaters Salons, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Headwaters Salons, LLC 401(k) Plan side-by-side with 3 peers →

Headwaters Salons, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Global Hospitality Management LLC 401(k) Plan in NH ($3M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Headwaters Salons, LLC 401(k) Plan assets move in 2023? ▼
Headwaters Salons, LLC 401(k) Plan surged - up 35.3% during 2023, from $2M to $3M. Reported net income was $735K.
How have Headwaters Salons, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Headwaters Salons, LLC's sponsor-wide assets grew 61.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Headwaters Salons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Global Hospitality Management LLC 401(k) Plan in NH ($3M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Headwaters Salons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants, N/A 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 810532833.

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.