401(k) · DOL Form 5500 · 2023
Sdi Services LLC 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 592
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $68,272
- Avg per participant Below avg balance/head
Official DOL plan name: Sdi Services LLC 401(k) Plan · Sponsored by Sdi Services LLC · Arizona · Healthcare & Social Assistance
$40M in assets, 592 participants
Sdi Services LLC's Sdi Services LLC 401(k) Plan reported $40M in total assets and 592 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #15,143 in Healthcare & Social Assistance (17,684 peers)
Where Sdi Services LLC 401(k) Plan sits by assets
Sdi Services LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 592 participants (~$68,272/participant), up 19.3% in 2023.
- #15,143
- in Healthcare & Social Assistance (17,684 peers)
- +19.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sdi Services LLC 401(k) Plan's outsized position by total assets
Sdi Services LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,417,176 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sdi Services LLC 401(k) 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 Services LLC 401(k) Plan sits mid-pack in the medium band (592 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sdi Services LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Sdi Services LLC 401(k) Plan reported participants rose from 496 in the plan year 2022 filing to 592 in the plan year 2023 filing.
- Sdi Services LLC 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $40M in the plan year 2023 filing.
DOL schedule card
Filing strip 822865603 · Sdi Services LLC PY 2023 · 401(k)
Sdi Services LLC 401(k) Plan · $40M · 592 · 83rd
- TYPE $40M
- TYPE 592
- TYPE 83rd
- TYPE 401(k)
- TYPE near Empire Merchants North Sales Union 401(k) Plan
- TYPE ind #15143
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Sdi Services LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $7M |
| Employer EIN | 822865603 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sdi Services LLC)
Sponsor-wide plan assets over time
All Sdi Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 31.833081510098882% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 496 | $34M |
| 2023 | 1 | 592 | $40M |
| 2024 | 1 | 619 | $45M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Sdi Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Empire Merchants North Sales Union 401(k) Plan in NY ($40M); by covered participants it is Blessey Marine Services, Inc. 401(k) Plan in LA (592 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Empire Merchants North Sales Union 401(k) Plan (NY) $40M · 217
- Xr Trading LLC 401(k) Plan (IL) $40M · 106
- Independent Can Company Retirement Plan (MD) $40M · 434
- Tnemec Company, Inc. 401(k) Savings Plan (MO) $40M · 327
Similar participant headcount
Nearest other-state filings by covered participants (592 participants); asset peers above are excluded.
- Blessey Marine Services, Inc. 401(k) Plan (LA) 592 · 0 off
- Gtt Americas 401(k) Plan (VA) 592 · 0 off
- Americhem, Inc. Employee Retirement Savings Plan (OH) 592 · 0 off
- Morgan Services, Inc. Savings Plus Plan (IL) 592 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.