ESOP · DOL Form 5500 · 2023

Sdi Education, Inc. ESOP

Data updated 2026-08-25

$69M
Total assets Below avg plan size
145
Participants Small participant base
88th
Percentile by assets National rank
$474,009
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

$69M in assets, 145 participants

Sdi Education, Inc.'s Sdi Education, Inc. Employee Stock Ownership Plan reported $69M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,966 in Educational Services (3,735 peers)

Coverage in Arizona

Sdi Education, Inc. Employee Stock Ownership Plan covers 145 participants in Arizona, about 26% of the average Arizona filer (state average ~564 per filing). Assets: $69M.

#2,966
in Educational Services (3,735 peers)
+57.4%
assets growth YoY
0.7×
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 2023 · DOL Form 5500

$68,731,309 Top 12% higher than 88% of 127,068 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 2023

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

Plan-year 2023 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 (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sdi Education, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Sdi Education, Inc. Employee Stock Ownership Plan end-of-year assets rose from $44M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Sdi Education, Inc. Employee Stock Ownership Plan reported participants fell from 164 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831807964 · Sdi Education, Inc. PY 2023 · ESOP

Sdi Education, Inc. Employee Stock Ownership Plan · $69M · 145 · 88th

  • EBSA $69M
  • EBSA 145
  • EBSA 88th
  • EBSA ESOP
  • EBSA near Employee Stock Ownership Plan of Vita Plus
  • EBSA ind #2966

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

Diamond Line Delivery Systems, Inc. Employee Stock Ownership Plan and TrustDiamond Line Delivery System…$69MEmployee Stock Ownership Plan of Vita PlusEmployee Stock Ownership Pla…$69MSdi Education, Inc. Employee Stock Ownership PlanSdi Education, Inc. Employee…$69MTeam Industries Employee Stock Ownership PlanTeam Industries Employee Sto…$69MHoward Building Corporation Employee Stock Ownership PlanHoward Building Corporation …$68M
End-of-year total assets ($M) among Sdi Education, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$38M
Net Income$26M
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. -50000500010000150002000025000 00.511.5 Total assets ($B) Participants Sdi Education, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.068731309 · Participants: 145Sdi Education, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. 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 Employee Stock Ownership Plan of Vita Plus in WI ($69M); by covered participants it is Gmb Architecture & Engineering Employee Stock Ownership Plan in MI (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Sdi Education, Inc. Employee Stock Ownership Plan surged - up 57.4% during 2023, from $44M to $69M. Reported net income was $26M.
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 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Employee Stock Ownership Plan of Vita Plus in WI ($69M, 418 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 Gmb Architecture & Engineering Employee Stock Ownership Plan in MI (145 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.