ESOP · DOL Form 5500 · 2024
Sdi Education, Inc. ESOP
Data updated 2026-08-25
- $96M
- Total assets Below avg plan size
- 252
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $382,269
- Avg per participant High balance/head
Official DOL plan name: Sdi Education, Inc. Employee Stock Ownership Plan · Sponsored by Sdi Education, Inc. · Arizona · Educational Services
$96M in assets, 252 participants
Sdi Education, Inc.'s Sdi Education, Inc. Employee Stock Ownership Plan reported $96M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #3,001 in Educational Services (3,638 peers)
Coverage in Arizona
Sdi Education, Inc. Employee Stock Ownership Plan covers 252 participants in Arizona, about 45% of the average Arizona filer (state average ~564 per filing). Assets: $96M.
- #3,001
- in Educational Services (3,638 peers)
- +40.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Sdi Education, Inc. Employee Stock Ownership Plan's outsized position by total assets
Sdi Education, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$96,331,902 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sdi Education, Inc. 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. Sdi Education, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (252 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sdi Education, Inc. Employee Stock Ownership Plan reported participants rose from 145 in the plan year 2023 filing to 252 in the plan year 2024 filing.
- Sdi Education, Inc. Employee Stock Ownership Plan end-of-year assets rose from $69M in the plan year 2023 filing to $96M in the plan year 2024 filing.
- Sdi Education, Inc. Employee Stock Ownership Plan reported net income rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 831807964 · Sdi Education, Inc. PY 2024 · ESOP
Sdi Education, Inc. Employee Stock Ownership Plan · $96M · 252 · 90th
- EIN $96M
- EIN 252
- EIN 90th
- EIN ESOP
- EIN near Stars Behavioral Health Group Holding Company Employee Stock Ownership Plan
- EIN ind #3001
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 Arizona →
Sdi Education, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $28M |
| Employer EIN | 831807964 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sdi Education, Inc.)
Sponsor-wide plan assets over time
All Sdi Education, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $96M 120.54319910218506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $44M |
| 2023 | 1 | 145 | $69M |
| 2024 | 1 | 252 | $96M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Sdi Education, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Stars Behavioral Health Group Holding Company Employee Stock Ownership Plan in CA ($96M); by covered participants it is Beauty Management Incorporated Employee Stock Ownership Plan in OR (252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96M here).
- Stars Behavioral Health Group Holding Company Employee Stock Ownership Plan (CA) $96M · 1,648
- Aviation Systems Engineering Company Inc. Employee Stock Ownership Plan (MD) $96M · 549
- Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan (GA) $97M · 204
- Guarantee Electrical Company Employees Stock Ownership Plan (MO) $97M · 192
Similar participant headcount
Nearest other-state filings by covered participants (252 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.