ESOP · DOL Form 5500 · 2022
Sdi Education, Inc. ESOP
Data updated 2026-08-11
- $44M
- Total assets
- 164
- Participants
- 87th
- Percentile by assets
- $266,338
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $44M
- total plan assets (2022 EOY)
- 164
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $266,338
- avg assets per participant
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Sdi Education, Inc. Employee Stock Ownership Plan reports 164 participants - about 29% of that state average ($44M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $4M |
| Employer EIN | 831807964 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sdi Education, Inc.)
| 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
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sdi Education, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Sdi Education, Inc. Employee Stock Owner…
Filing takeaways
Ways to act on Sdi Education, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Sdi Education, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- Sdi Education, Inc.'s sponsor-wide assets have grown 120.5% since 2022 across 3 plan years on file. More Educational Services plans