401(k) · DOL Form 5500 · 2023

Sdi Stores, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
606
Participants Below avg headcount
81st
Percentile by assets National rank
$57,165
Avg per participant Low balance/head
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Official DOL plan name: Sdi Stores, LLC 401(k) Plan · Sponsored by Sdi Stores, LLC · Connecticut · Retail Trade

$35M in assets, 606 participants

Sdi Stores, LLC's Sdi Stores, LLC 401(k) Plan reported $35M in total assets and 606 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,498 in Retail Trade (8,414 peers)

Where Sdi Stores, LLC 401(k) Plan sits by assets

Sdi Stores, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 606 participants (~$57,165/participant), up 11.9% in 2023.

#7,498
in Retail Trade (8,414 peers)
+11.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sdi Stores, LLC 401(k) Plan's outsized position by total assets

Sdi Stores, LLC 401(k) Plan vs every filed plan by assets

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

$34,642,086 Top 19% higher than 81% 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 Stores, 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 Stores, LLC 401(k) Plan sits mid-pack in the medium band (606 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sdi Stores, LLC 401(k) Plan reported participants rose from 186 in the plan year 2022 filing to 606 in the plan year 2023 filing.
  • Sdi Stores, LLC 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sdi Stores, LLC 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821264751 · Sdi Stores, LLC PY 2023 · 401(k)

Sdi Stores, LLC 401(k) Plan · $35M · 606 · 81st

  • PCT $35M
  • PCT 606
  • PCT 81st
  • PCT 401(k)
  • PCT near Mamiye Bros., Inc. 401(k) Plan
  • PCT ind #7498

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 Retail Trade retirement plans → · Plans in Connecticut →

Sdi Stores, LLC 401(k) Plan in the asset neighbourhood

Sdi Stores, LLC 401(k) Plan$35MMamiye Bros., Inc. 401(k) PlanMamiye Bros., Inc. 401(k) Pl…$35MDecopac, Inc. Employee Retirement and Profit Sharing Plan and TrustDecopac, Inc. Employee Retir…$35MUkrop's Savings and Investment PlanUkrop's Savings and Investme…$35MSound Health 401(k) Plan$35M
End-of-year total assets ($M) among Sdi Stores, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN821264751
Plan Effective Date2008-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Sdi Stores, LLC)

Sponsor-wide plan assets over time

All Sdi Stores, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 19.415434806950824% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $31M $25M ▼ -19.4%
Year Plans Participants Total Assets
2022 1 186 $31M
2023 1 606 $35M
2024 1 595 $25M

Nearby 401(k) Plans in Connecticut

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

Sdi Stores, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sdi Stores, LLC 401(k) Plan, Total assets ($B): 0.034642086 · Participants: 606Sdi Stores, LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Sdi Stores, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Sdi Stores, LLC 401(k) Plan side-by-side with 3 peers →

Sdi Stores, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mamiye Bros., Inc. 401(k) Plan in NY ($35M); by covered participants it is Duolingo Retirement Trust in PA (606 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (606 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 Stores, LLC 401(k) Plan assets move in 2023? ▼
Sdi Stores, LLC 401(k) Plan grew at a solid clip - up 11.9% during 2023, from $31M to $35M. Reported net income was $4M.
How have Sdi Stores, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sdi Stores, LLC's sponsor-wide assets declined 19.4%, from $31M to $25M.
Where does Sdi Stores, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sdi Stores, LLC 401(k) Plan ranks in the 81st 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 401(k) plans are similar in size to Sdi Stores, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mamiye Bros., Inc. 401(k) Plan in NY ($35M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Sdi Stores, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duolingo Retirement Trust in PA (606 participants, $65M 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 821264751.

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.