Other
2024 plan-year Other DOL Form 5500

Select Education Group Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Select Education Group, Inc. · California · Educational Services

What the 2023 filing shows

Select Education Group Employee Stock Ownership Plan holds $564K for 168 participants — about $3,356 per participant, down 16.7% over the 2024 plan year.

$564K
total plan assets (2024 EOY)
168
covered participants
$3,356
avg assets per participant
-16.7%
assets change YoY

The plan reported a net loss of $115K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$564K
Participants
168
State
Industry
Educational Services

What the Filing Says About Select Education Group Employee Stock Ownership Plan

Select Education Group Employee Stock Ownership Plan is a Other retirement plan sponsored by Select Education Group, Inc., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $564K in total end-of-year assets and covers 168 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 471096041, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $677K at the beginning of 2024 to $564K at year-end — a decline of 16.7%. Net assets (after liabilities) closed the year at $557K, with reported net income of $-114,822 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$677K
Total Assets (End of Year)$564K
Net Assets (End of Year)$557K
Net Income$-114,822
Plan TypeOther
Employer EIN471096041
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Select Education Group, Inc.)

Year Plans Participants Total Assets
2022 2 221 $2M
2023 1 368 $677K
2024 1 168 $564K

Nearby Other Plans in California

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

Frequently Asked Questions

How much money is in the Select Education Group Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Select Education Group Employee Stock Ownership Plan holds $564K in total assets with 168 participants. It is sponsored by Select Education Group, Inc..
What type of plan is Select Education Group Employee Stock Ownership Plan?
Select Education Group Employee Stock Ownership Plan is a Other plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 471096041.
Who sponsors the Select Education Group Employee Stock Ownership Plan?
Select Education Group Employee Stock Ownership Plan is sponsored by Select Education Group, Inc., located in California. The sponsor's EIN is 471096041 and the plan operates in the Educational Services industry.
How did Select Education Group Employee Stock Ownership Plan perform in 2024?
Select Education Group Employee Stock Ownership Plan declined by 16.7% during 2024, moving from $677K to $564K in total assets. Net income was $-114,822.
Where can I find official filings for Select Education Group Employee Stock Ownership Plan?
Official Form 5500 filings for Select Education Group Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 471096041 or plan name at efast.dol.gov.
How does Select Education Group Employee Stock Ownership Plan compare to other plans?
You can compare Select Education Group Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 471096041.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.