401(k) · DOL Form 5500 · 2024
Sally Beauty Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $294M
- Total assets Near avg plan size
- 18,303
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $16,068
- Avg per participant Low balance/head
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.
- #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.
- #7,843
- in Retail Trade (8,048 peers)
- +6.8%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Sally Beauty 401(k) and Profit Sharing Plan's outsized position by total assets
Sally Beauty 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$294,094,895 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sally Beauty 401(k) and Profit Sharing Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sally Beauty 401(k) and Profit Sharing Plan is a mega filing (18,303 participants), the rightmost band on the breakdown.
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.
Form 5500 schedule snapshot
Filing strip 362257936 · Sally Beauty Holdings, Inc. PY 2024 · 401(k)
Sally Beauty 401(k) and Profit Sharing Plan · $294M · 18,303 · 96th
- NET $294M
- BOOK 18,303
- VS-ST 96th
- BOY 401(k)
- SCH near Halma Holdings Inc. Profit Sharing/Savings Retirement Plan
- EBSA ind #7843
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 Texas →
Sally Beauty 401(k) and Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Sally Beauty Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $294M 19.63507122677534% vs 2022
- 2024 filing year
| 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.
- 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 |
Sally Beauty 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Halma Holdings Inc. Profit Sharing/Savings Retirement Plan in NJ ($294M); by covered participants it is Clayton Homes, Inc. 401(k) Retirement Plan in TN (18,297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($294M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (18,303 participants); asset peers above are excluded.
- Clayton Homes, Inc. 401(k) Retirement Plan (TN) 18,297 · 6 off
- Nextep 401(k) Retirement Savings Plan (OK) 18,274 · 29 off
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees (MD) 18,370 · 67 off
- Warner Bros. Discovery 401(k) Savings Plan (NY) 18,233 · 70 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.