Profit Sharing · DOL Form 5500 · 2023

Sally Beauty Holdings, Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
236
Participants Below avg headcount
34th
Percentile by assets National rank
$11,543
Avg per participant Low balance/head
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Official DOL plan name: Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan · Sponsored by Sally Beauty Holdings, Inc · Texas · Retail Trade

$3M in assets, 236 participants

Sally Beauty Holdings, Inc's Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan reported $3M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,861 in Retail Trade (8,414 peers)

Coverage in Texas

Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan covers 236 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#3,861
in Retail Trade (8,414 peers)
+26.6%
assets growth YoY

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 2023 · DOL Form 5500

$2,724,256 34th percentile higher than 34% 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

Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing 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. Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $573K in the plan year 2023 filing.
  • Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan reported participants fell from 268 in the plan year 2022 filing to 236 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660492477 · Sally Beauty Holdings, Inc PY 2023 · Profit Sharing

Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan · $3M · 236 · 34th

  • PCT $3M
  • PCT 236
  • PCT 34th
  • PCT Profit Sharing
  • PCT near Hill Petroleum, Inc. Profit Sharing Plan
  • PCT ind #3861

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

Profit Sharing Plan$3MSally Beauty De Puerto Rico, Inc. Coda Profit Sharing PlanSally Beauty De Puerto Rico,…$3MHill Petroleum, Inc. Profit Sharing PlanHill Petroleum, Inc. Profit …$3MAxiscare Health Logistics Pr Retirement PlanAxiscare Health Logistics Pr…$3MPRAFULLKDAVEMDPROFITSHARINGPLANPRAFULLKDAVEMDPROFITSHARINGP…$3M
End-of-year total assets ($M) among Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$573K
Employer EIN660492477
Plan Effective Date1997-01-01
Filing StatusFILING 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
$2M$2.5M$3M$3.5M 202220232024 $2.15M $3.3M ▲ +53.5%
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.

Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan, Total assets ($B): 0.002724256 · Participants: 236Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan side-by-side with 3 peers →

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 Hill Petroleum, Inc. Profit Sharing Plan in AL ($3M); by covered participants it is Communication Workers of America, AFL-CIO Local 1170 Retirement Plan in NY (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan assets move in 2023? ▼
Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan grew sharply - up 26.6% during 2023, from $2M to $3M. Reported net income was $573K.
How have Sally Beauty Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sally Beauty Holdings, Inc's sponsor-wide assets grew 53.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hill Petroleum, Inc. Profit Sharing Plan in AL ($3M, 28 participants).
Which Profit Sharing plans cover a similar participant headcount to Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Communication Workers of America, AFL-CIO Local 1170 Retirement Plan in NY (236 participants, $44M 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 660492477.

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.