401(k) · DOL Form 5500 · 2023

Ulta Salon Cosmetics & Fragrance, Inc. 401(k) Plan

Data updated 2026-08-25

$435M
Total assets Above avg plan size
58,144
Participants Very large workforce
97th
Percentile by assets National rank
$7,482
Avg per participant Low balance/head
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Official DOL plan name: Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan · Sponsored by Ulta Salon Cosmetics & Fragrance, Inc. · Illinois · Retail Trade

$435M in assets, 58,144 participants

Ulta Salon Cosmetics & Fragrance, Inc.'s Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan reported $435M in total assets and 58,144 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,264 in Retail Trade (8,414 peers)

Coverage in Illinois

Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan covers 58,144 participants in Illinois, 75x the typical Illinois plan (state average ~779 per filing). Assets: $435M.

#8,264
in Retail Trade (8,414 peers)
+36.3%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan's outsized position by total assets

Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan vs every filed plan by assets

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

$435,009,034 Top 3% higher than 97% 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

Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan is a mega filing (58,144 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan end-of-year assets rose from $319M in the plan year 2022 filing to $435M in the plan year 2023 filing.
  • Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan reported participants rose from 46,679 in the plan year 2022 filing to 58,144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363685240 · Ulta Salon Cosmetics & Fragrance, Inc. PY 2023 · 401(k)

Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan · $435M · 58,144 · 97th

  • EIN $435M
  • RANK 58,144
  • PHOTO 97th
  • IND 401(k)
  • EOY near Wex Inc. Employee Savings Plan
  • 5500 ind #8264

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 Illinois →

Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan in the asset neighbourhood

Tufts Medical Center Physicians Organization, Inc. 401(a) Retirement PlanTufts Medical Center Physici…$435MValaris Savings Plan$435MUlta Salon Cosmetics & Fragrance 401(k) Retirement PlanUlta Salon Cosmetics & Fragr…$435MWex Inc. Employee Savings PlanWex Inc. Employee Savings Pl…$435MAkima, LLC 401(k) Plan$435M
End-of-year total assets ($M) among Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$319M
Net Assets (End of Year)$435M
Net Income$116M
Employer EIN363685240
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulta Salon Cosmetics & Fragrance, Inc.)

Sponsor-wide plan assets over time

All Ulta Salon Cosmetics & Fragrance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$542M 69.85589231461353% vs 2022
2024 filing year
$200M$300M$400M$500M$600M 202220232024 $319M $542M ▲ +69.9%
Year Plans Participants Total Assets
2022 1 46,679 $319M
2023 1 58,144 $435M
2024 1 62,972 $542M

Nearby 401(k) Plans in Illinois

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

Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 -505101520 Total assets ($B) Participants Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan, Total assets ($B): 0.435009034 · Participants: 58144Ulta Salon Cosmetics & Fragrance 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan side-by-side with 3 peers →

Scale composition for Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan

Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan reports $435M in end-of-year assets across 58,144 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.062% of 93,925,755 covered participants) - about $7,482 per participant (5% of the national average assets-per-participant) . Net income for plan year 2023 was $116M.

This plan identity (EIN 363685240, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $319M to $542M (+69.9%) while covered participants moved from 46,679 to 62,972 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 46,679 $319M Open filing
2023 58,144 $435M This page
2024 · index core 62,972 $542M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Wex Inc. Employee Savings Plan in ME ($435M); by covered participants it is Davita Retirement Savings Plan in CO (57,711 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($435M here).

Similar participant headcount

Nearest other-state filings by covered participants (58,144 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 Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan assets move in 2023? ▼
Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan surged - up 36.3% during 2023, from $319M to $435M. Reported net income was $116M.
How have Ulta Salon Cosmetics & Fragrance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulta Salon Cosmetics & Fragrance, Inc.'s sponsor-wide assets grew 69.9%, from $319M to $542M.
Where does Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wex Inc. Employee Savings Plan in ME ($435M, 5,041 participants).
Which 401(k) plans cover a similar participant headcount to Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Davita Retirement Savings Plan in CO (57,711 participants, $3.3B 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 363685240.

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.