401(k) · DOL Form 5500 · 2024
Helen of Troy Nevada Corporation 401(k) Plan
Data updated 2026-08-11
- $158M
- Total assets
- 1,364
- Participants
- 93rd
- Percentile by assets
- $115,839
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $158M
- total plan assets (2024 EOY)
- 1,364
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $115,839
- avg assets per participant
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.
Helen of Troy 401(k) Plan vs the 2024 asset distribution
By assets, Helen of Troy 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $17M |
| Employer EIN | 742804062 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helen of Troy Nevada Corporation)
| 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
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Helen of Troy 401(k) Plan by total assets, not by location.
- Pvs Chemicals, Inc. 401(k) Profit Sharing Plan (MI) $158M · 916
- Roeslein & Associates, Inc. Retirement Savings Plan (MO) $158M · 819
- Yamaha Retirement and Investment Plan (GA) $158M · 1,968
- Insurity, LLC. 401(k) Retirement Savings Plan (CT) $158M · 663
Frequently Asked Questions
How did Helen of Troy 401(k) Plan assets move in 2024? ▼
How have Helen of Troy Nevada Corporation plan assets changed over time? ▼
Where does Helen of Troy 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Helen of Troy 401(k) Plan? ▼
Next read for Helen of Troy 401(k) Plan
Scale reading
Ways to act on Helen of Troy 401(k) Plan's numbers.
- By total assets, Helen of Troy 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Helen of Troy Nevada Corporation's sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Wholesale Trade plans