401(k) · DOL Form 5500 · 2023
Ulta Salon Cosmetics & Fragrance, Inc. 401(k) Plan
Data updated 2026-08-11
- $435M
- Total assets
- 58,144
- Participants
- 97th
- Percentile by assets
- $7,482
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $435M
- total plan assets (2023 EOY)
- 58,144
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $7,482
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan reports 58,144 participants - 75x that state average ($435M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $319M |
|---|---|
| Net Assets (End of Year) | $435M |
| Net Income | $116M |
| Employer EIN | 363685240 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ulta Salon Cosmetics & Fragrance, Inc.)
| 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
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
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 (401(k), $542M, 62,972 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan by total assets, not by location.
- Wex Inc. Employee Savings Plan (ME) $435M · 5,041
- Akima, LLC 401(k) Plan (VA) $435M · 6,550
- Valaris Savings Plan (TX) $435M · 1,428
- Tufts Medical Center Physicians Organization, Inc. 401(a) Retirement Plan (MA) $435M · 821
Frequently Asked Questions
How did Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan assets move in 2023? ▼
How have Ulta Salon Cosmetics & Fragrance, Inc. plan assets changed over time? ▼
Where does Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan? ▼
Next read for Ulta Salon Cosmetics & Fragrance 401(k) …
Filing takeaways
Ways to act on Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan's numbers.
- By total assets, Ulta Salon Cosmetics & Fragrance 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Ulta Salon Cosmetics & Fragrance, Inc.'s sponsor-wide assets have grown 69.9% since 2022 across 3 plan years on file. More Retail Trade plans