ESOP · DOL Form 5500 · 2023

Select Education Group, Inc. ESOP

Data updated 2026-08-25

$677K
Total assets Small plan by assets
368
Participants Below avg headcount
20th
Percentile by assets National rank
$1,840
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Select Education Group Employee Stock Ownership Plan · Sponsored by Select Education Group, Inc. · California · Educational Services

$677K in assets, 368 participants

Select Education Group, Inc.'s Select Education Group Employee Stock Ownership Plan reported $677K in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #512 in Educational Services (3,735 peers)

Select Education Group, Inc. multi-year trail

Select Education Group, Inc.'s plans moved -68.9% in assets from 2022 to 2024; this filing shows Select Education Group Employee Stock Ownership Plan at $677K / 368 participants.

#512
in Educational Services (3,735 peers)
+22.7%
assets growth YoY

Select Education Group Employee Stock Ownership Plan among the smaller filed plans by assets

Select Education Group Employee Stock Ownership Plan vs every filed plan by assets

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

$677,241 20th percentile higher than 20% 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

Select Education Group 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. Select Education Group Employee Stock Ownership Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Select Education Group Employee Stock Ownership Plan reported net income rose from $5K in the plan year 2022 filing to $21K in the plan year 2023 filing.
  • Select Education Group Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2022 filing to 368 in the plan year 2023 filing.
  • Select Education Group Employee Stock Ownership Plan end-of-year assets rose from $552K in the plan year 2022 filing to $677K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471096041 · Select Education Group, Inc. PY 2023 · ESOP

Select Education Group Employee Stock Ownership Plan · $677K · 368 · 20th

  • EIN $677K
  • RANK 368
  • PHOTO 20th
  • IND ESOP
  • EOY near Ciorba Group, Inc. Employee Stock Ownership Plan & Trust
  • 5500 ind #512

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 California →

Select Education Group Employee Stock Ownership Plan in the asset neighbourhood

Select Education Group Employee Stock Ownership PlanSelect Education Group Emplo…$677KConsortia Consulting, Inc. Employee Stock Ownership PlanConsortia Consulting, Inc. E…$682KCiorba Group, Inc. Employee Stock Ownership Plan & TrustCiorba Group, Inc. Employee …$674KFirstar Fiber, Inc. Employee Stock Ownership PlanFirstar Fiber, Inc. Employee…$674KSeal-Ryt Corp. Employee Stock Ownership Plan and TrustSeal-Ryt Corp. Employee Stoc…$672K
End-of-year total assets ($M) among Select Education Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Select Education Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Select Education Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$564K 68.9190567247307% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.81M $0.56M ▼ -69.1%
Year Plans Participants Total Assets
2022 2 221 $2M
2023 1 368 $677K
2024 1 168 $564K

Select Education Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$552K
Net Assets (End of Year)$672K
Net Income$21K
Employer EIN471096041
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Select Education Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Select Education Group Employee Stock Ownership Plan, Total assets ($B): 0.000677241 · Participants: 368Select Education Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Select Education Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Select Education Group Employee Stock Ownership Plan side-by-side with 3 peers →

Select Education Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ciorba Group, Inc. Employee Stock Ownership Plan & Trust in IL ($674K); by covered participants it is Building Plastics, Inc. Employee Stock Ownership Plan in TN (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Select Education Group Employee Stock Ownership Plan assets move in 2023? ▼
Select Education Group Employee Stock Ownership Plan grew sharply - up 22.7% during 2023, from $552K to $677K. Reported net income was $21K.
How have Select Education Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Select Education Group, Inc.'s sponsor-wide assets declined 68.9%, from $2M to $564K.
Where does Select Education Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Select Education Group Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Select Education Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ciorba Group, Inc. Employee Stock Ownership Plan & Trust in IL ($674K, 7 participants).
Which ESOP plans cover a similar participant headcount to Select Education Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Building Plastics, Inc. Employee Stock Ownership Plan in TN (368 participants, $51M 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 471096041.

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.