401(k) · DOL Form 5500 · 2024

Helen of Troy Nevada Corporation 401(k) Plan

Data updated 2026-08-25

$158M
Total assets Near avg plan size
1,364
Participants Near avg headcount
93rd
Percentile by assets National rank
$115,839
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

$158M in assets, 1,364 participants

Helen of Troy Nevada Corporation's Helen of Troy 401(k) Plan reported $158M in total assets and 1,364 participants in its 2024 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.

  • #5,753 in Wholesale Trade (6,080 peers)

Where Helen of Troy 401(k) Plan sits by assets

Helen of Troy 401(k) Plan sits in the top 10% of all filed plans by assets, $158M for 1,364 participants (~$115,839/participant), up 11.9% in 2024.

#5,753
in Wholesale Trade (6,080 peers)
+11.9%
assets growth YoY
1.6×
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 2024 · DOL Form 5500

$158,004,629 Top 7% higher than 93% of 123,620 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 2024

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

Plan-year 2024 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 (1,364 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helen of Troy 401(k) Plan reported net income fell from $24M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Helen of Troy 401(k) Plan end-of-year assets rose from $141M in the plan year 2023 filing to $158M in the plan year 2024 filing.
  • Helen of Troy 401(k) Plan reported participants fell from 1,443 in the plan year 2023 filing to 1,364 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 742804062 · Helen of Troy Nevada Corporation PY 2024 · 401(k)

Helen of Troy 401(k) Plan · $158M · 1,364 · 93rd

  • BOOK $158M
  • BOOK 1,364
  • BOOK 93rd
  • BOOK 401(k)
  • BOOK near Pvs Chemicals, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #5753

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

Insurity, LLC. 401(k) Retirement Savings PlanInsurity, LLC. 401(k) Retire…$158MYamaha Retirement and Investment PlanYamaha Retirement and Invest…$158MHelen of Troy 401(k) Plan$158MPvs Chemicals, Inc. 401(k) Profit Sharing PlanPvs Chemicals, Inc. 401(k) P…$158MRoeslein & Associates, Inc. Retirement Savings PlanRoeslein & Associates, Inc. …$158M
End-of-year total assets ($M) among Helen of Troy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$158M
Net Income$17M
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): 0.158004629 · Participants: 1364Helen of Troy 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Pvs Chemicals, Inc. 401(k) Profit Sharing Plan in MI ($158M); by covered participants it is Olmsted Medical Center Retirement Savings Plan in MN (1,364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,364 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Helen of Troy 401(k) Plan grew at a solid clip - up 11.9% during 2024, from $141M to $158M. Reported net income was $17M.
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 123,622 plans that reported assets for plan year 2024 (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 Pvs Chemicals, Inc. 401(k) Profit Sharing Plan in MI ($158M, 916 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 Olmsted Medical Center Retirement Savings Plan in MN (1,364 participants, $303M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.