401(k) · DOL Form 5500 · 2024
Sally Beauty Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $294M
- Total assets
- 18,303
- Participants
- 96th
- Percentile by assets
- $16,068
- Avg per participant
Official DOL plan name: Sally Beauty 401(k) and Profit Sharing Plan · Sponsored by Sally Beauty Holdings, Inc. · Texas · Retail Trade
$294M in assets, 18,303 participants
Sally Beauty Holdings, Inc.'s Sally Beauty 401(k) and Profit Sharing Plan reported $294M in total assets and 18,303 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #7,843 in Retail Trade (8,048 peers)
Coverage in Texas
Sally Beauty 401(k) and Profit Sharing Plan covers 18,303 participants in Texas, 27x the typical Texas plan (state average ~688 per filing). Assets: $294M.
- $294M
- total plan assets (2024 EOY)
- 18,303
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $16,068
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sally Beauty 401(k) and Profit Sharing Plan reported net income fell from $30M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Sally Beauty 401(k) and Profit Sharing Plan end-of-year assets rose from $275M in the plan year 2023 filing to $294M in the plan year 2024 filing.
- Sally Beauty 401(k) and Profit Sharing Plan reported participants rose from 17,873 in the plan year 2023 filing to 18,303 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Sally Beauty 401(k) and Profit Sharing Plan reports 18,303 participants - 27x that state average ($294M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $275M |
|---|---|
| Net Assets (End of Year) | $294M |
| Net Income | $19M |
| Employer EIN | 362257936 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sally Beauty Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28,960 | $246M |
| 2023 | 1 | 17,873 | $275M |
| 2024 | 1 | 18,303 | $294M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sally Beauty 401(k) and Profit Sharing 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
Scale composition for Sally Beauty 401(k) and Profit Sharing Plan
Sally Beauty 401(k) and Profit Sharing Plan reports $294M in end-of-year assets across 18,303 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $16,068 per participant (12% of the national average assets-per-participant) . Net income for plan year 2024 was $19M.
This plan identity (EIN 362257936, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $294M (+19.6%) while covered participants moved from 28,960 to 18,303 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,960 | $246M | Open filing |
| 2023 | 17,873 | $275M | Open filing |
| 2024 · index core | 18,303 | $294M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sally Beauty 401(k) and Profit Sharing Plan by total assets, not by location.
- Halma Holdings Inc. Profit Sharing/Savings Retirement Plan (NJ) $294M · 2,793
- The Wendy's Company 401(k) Retirement Plan (OH) $294M · 11,881
- Robinson & Cole Savings Plan (CT) $294M · 377
- Emergency Physicians Professional Association Profit Sharing 401(k) Plan (MN) $294M · 548
Frequently Asked Questions
How did Sally Beauty 401(k) and Profit Sharing Plan assets move in 2024? ▼
How have Sally Beauty Holdings, Inc. plan assets changed over time? ▼
Where does Sally Beauty 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Sally Beauty 401(k) and Profit Sharing Plan's numbers.
- By total assets, Sally Beauty 401(k) and Profit Sharing 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 Texas. Compare plans
- Sally Beauty Holdings, Inc.'s sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Retail Trade plans