ESOP · DOL Form 5500 · 2024

Select Education Group, Inc. ESOP

Data updated 2026-08-25

$564K
Total assets Small plan by assets
168
Participants Small participant base
19th
Percentile by assets National rank
$3,356
Avg per participant Low balance/head
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Official DOL plan name: Select Education Group Employee Stock Ownership Plan · Sponsored by Select Education Group, Inc. · California · Educational Services

$564K in assets, 168 participants

Select Education Group, Inc.'s Select Education Group Employee Stock Ownership Plan reported $564K in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #447 in Educational Services (3,638 peers)

Coverage in California

Select Education Group Employee Stock Ownership Plan covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $564K.

#447
in Educational Services (3,638 peers)
-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.

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 2024 · DOL Form 5500

$563,854 19th percentile higher than 19% of 123,620 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 2024

Select Education Group Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 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 (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Select Education Group Employee Stock Ownership Plan reported net income fell from $21K in the plan year 2023 filing to -$115K in the plan year 2024 filing.
  • Select Education Group Employee Stock Ownership Plan reported participants fell from 368 in the plan year 2023 filing to 168 in the plan year 2024 filing.
  • Select Education Group Employee Stock Ownership Plan end-of-year assets fell from $677K in the plan year 2023 filing to $564K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 471096041 · Select Education Group, Inc. PY 2024 · ESOP

Select Education Group Employee Stock Ownership Plan · $564K · 168 · 19th

  • 5500 $564K
  • ASSETS 168
  • PCT 19th
  • EIN ESOP
  • RANK near Norwood Liquors, Inc. Employee Stock Ownership Plan
  • PHOTO ind #447

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

Norwood Liquors, Inc. Employee Stock Ownership PlanNorwood Liquors, Inc. Employ…$566KSelect Education Group Employee Stock Ownership PlanSelect Education Group Emplo…$564KKramer Mechanical Employee Stock Ownership PlanKramer Mechanical Employee S…$561KBtse Employee Stock Ownership PlanBtse Employee Stock Ownershi…$561KRitta & Associates, Inc. Employees Stock Ownership Plan & TrustRitta & Associates, Inc. Emp…$560K
End-of-year total assets ($M) among Select Education Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$677K
Net Assets (End of Year)$557K
Net Income-$115K
Employer EIN471096041
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Select Education Group, Inc.)

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

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 -20246 Total assets ($B) Participants Select Education Group Employee Stock Ownership Plan, Total assets ($B): 0.000563854 · Participants: 168Select Education Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. 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 Norwood Liquors, Inc. Employee Stock Ownership Plan in NY ($566K); by covered participants it is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Select Education Group Employee Stock Ownership Plan declined sharply - down 16.7% during 2024, from $677K to $564K. Reported net income was -$115K.
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 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Norwood Liquors, Inc. Employee Stock Ownership Plan in NY ($566K, 13 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 Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (168 participants, $44M in assets).

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.

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.