401(k) · DOL Form 5500 · 2023

Sdi, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
351
Participants Below avg headcount
64th
Percentile by assets National rank
$36,881
Avg per participant Low balance/head
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Official DOL plan name: Sdi, Inc. Retirement Savings Plan · Sponsored by Sdi, Inc. · Florida · Administrative & Support Services

$13M in assets, 351 participants

Sdi, Inc.'s Sdi, Inc. Retirement Savings Plan reported $13M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,529 in Administrative & Support Services (4,372 peers)

Sdi, Inc. multi-year trail

Sdi, Inc.'s plans moved +33.0% in assets from 2022 to 2024; this filing shows Sdi, Inc. Retirement Savings Plan at $13M / 351 participants.

#3,529
in Administrative & Support Services (4,372 peers)
+17.7%
assets growth YoY

Sdi, Inc. Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Sdi, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,945,130 Top 36% higher than 64% 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, Inc. Retirement Savings 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, Inc. Retirement Savings Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sdi, Inc. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sdi, Inc. Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Sdi, Inc. Retirement Savings Plan reported participants fell from 369 in the plan year 2022 filing to 351 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231737774 · Sdi, Inc. PY 2023 · 401(k)

Sdi, Inc. Retirement Savings Plan · $13M · 351 · 64th

  • EOY $13M
  • EOY 351
  • EOY 64th
  • EOY 401(k)
  • EOY near Acore Capital 401(k) Plan
  • EOY ind #3529

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 Administrative & Support Services retirement plans → · Plans in Florida →

Sdi, Inc. Retirement Savings Plan in the asset neighbourhood

Sdi, Inc. Retirement Savings PlanSdi, Inc. Retirement Savings…$13MAcore Capital 401(k) Plan$13MMorse Group, PLLC Employee 401(k) TrustMorse Group, PLLC Employee 4…$13MCmc Group, Inc. Retirement Savings PlanCmc Group, Inc. Retirement S…$13MRag & Bone Industries, LLC 401(k) PlanRag & Bone Industries, LLC 4…$13M
End-of-year total assets ($M) among Sdi, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sdi, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sdi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 33.04480225433503% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11M $14.6M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 369 $11M
2023 1 351 $13M
2024 1 371 $15M

Sdi, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN231737774
Plan Effective Date1990-07-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sdi, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sdi, Inc. Retirement Savings Plan, Total assets ($B): 0.01294513 · Participants: 351Sdi, Inc. Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Sdi, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Sdi, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Acore Capital 401(k) Plan in CA ($13M); by covered participants it is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (351 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, Inc. Retirement Savings Plan assets move in 2023?
Sdi, Inc. Retirement Savings Plan grew sharply - up 17.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Sdi, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sdi, Inc.'s sponsor-wide assets grew 33.0%, from $11M to $15M.
Which 401(k) plans are similar in size to Sdi, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Acore Capital 401(k) Plan in CA ($13M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Sdi, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants, $26M in assets).