ESOP · DOL Form 5500 · 2022

Sdi Education, Inc. ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
164
Participants Small participant base
87th
Percentile by assets National rank
$266,338
Avg per participant High balance/head
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Official DOL plan name: Sdi Education, Inc. Employee Stock Ownership Plan · Sponsored by Sdi Education, Inc. · Arizona · Educational Services

$44M in assets, 164 participants

Sdi Education, Inc.'s Sdi Education, Inc. Employee Stock Ownership Plan reported $44M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,046 in Educational Services (4,024 peers)

Coverage in Arizona

Sdi Education, Inc. Employee Stock Ownership Plan covers 164 participants in Arizona, about 29% of the average Arizona filer (state average ~564 per filing). Assets: $44M.

#3,046
in Educational Services (4,024 peers)
+8.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sdi Education, Inc. Employee Stock Ownership Plan's outsized position by total assets

Sdi Education, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$43,679,380 Top 13% higher than 87% of 139,123 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 2022

Sdi Education, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sdi Education, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (164 participants).

EBSA filing schedule strip

Filing strip 831807964 · Sdi Education, Inc. PY 2022 · ESOP

Sdi Education, Inc. Employee Stock Ownership Plan · $44M · 164 · 87th

  • EIN $44M
  • EIN 164
  • EIN 87th
  • EIN ESOP
  • EIN near Ppic Employee Stock Ownership Plan
  • EIN ind #3046

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 What is an ESOP? → · Plans in Arizona →

Sdi Education, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Csc Employee Stock Ownership PlanCsc Employee Stock Ownership…$44MWaste Gas Fabricating Co., Inc. Employee Stock Ownership PlanWaste Gas Fabricating Co., I…$44MSdi Education, Inc. Employee Stock Ownership PlanSdi Education, Inc. Employee…$44MPpic Employee Stock Ownership PlanPpic Employee Stock Ownershi…$44MWilliams Company Employee Stock Ownership Plan and TrustWilliams Company Employee St…$44M
End-of-year total assets ($M) among Sdi Education, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN831807964
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sdi Education, Inc.)

Sponsor-wide plan assets over time

All Sdi Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 120.54319910218506% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $43.7M $96.3M ▲ +120.5%
Year Plans Participants Total Assets
2022 1 164 $44M
2023 1 145 $69M
2024 1 252 $96M

Nearby ESOP Plans in Arizona

Peer ESOP plans, same state, same plan type, ranked by total assets.

Sdi Education, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 0200400600800 Total assets ($M) Participants Sdi Education, Inc. Employee Stock Ownership Plan, Total assets ($M): 43.67938 · Participants: 164Sdi Education, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
Sdi Education, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Sdi Education, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sdi Education, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Ppic Employee Stock Ownership Plan in NM ($44M); by covered participants it is Subzero Constructors, Inc. Employee Stock Ownership Plan in CA (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sdi Education, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sdi Education, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.7% during 2022, from $40M to $44M. Reported net income was $4M.
How have Sdi Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sdi Education, Inc.'s sponsor-wide assets grew 120.5%, from $44M to $96M.
Where does Sdi Education, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sdi Education, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sdi Education, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ppic Employee Stock Ownership Plan in NM ($44M, 131 participants).
Which ESOP plans cover a similar participant headcount to Sdi Education, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Subzero Constructors, Inc. Employee Stock Ownership Plan in CA (164 participants, $38M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831807964.

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.