ESOP · DOL Form 5500 · 2024

Sdi Education, Inc. ESOP

Data updated 2026-07-24

$96M
Total assets: 252
Participants: 90th
Percentile by assets: $382,269
Avg per participant

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.

90th percentile by assets (of 116,472 plans)

Coverage in Arizona

Sdi Education, Inc. Employee Stock Ownership Plan covers 252 participants in Arizona, about 44% of the average Arizona filer (state average ~577 per filing). Assets: $96M.

$96M
total plan assets (2024 EOY): 252
covered participants: 90th
percentile by assets (of 116,472 plans): $382,269
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Arizona

Industry

Educational Services

Participants vs Arizona filers

In Arizona, the average filing covers about 577 participants across 2,182 plans. Sdi Education, Inc. Employee Stock Ownership Plan reports 252 participants - about 44% of that state average ($96M EOY assets).

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.)

Total plan assets by year, all Sdi Education, Inc. plans on file

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.

Sdi Education, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants

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
Suntec Employee Stock Ownership Plan $171M · 1,444

Compare Sdi Education, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sdi Education, Inc. Employee Stock Ownership Plan by total assets, not by location.

Aviation Systems Engineering Company Inc. Employee Stock Ownership Plan (MD) $96M · 549
Sunbelt Marketing Investment Corp. Employee Stock Ownership Plan (GA) $97M · 204
Honeywell Puerto Rico Savings Plan (NC) $96M · 1,012
The Plexsys Interface Products, Inc. Employee Stock Ownership Plan (WA) $97M · 184

Frequently Asked Questions

How did Sdi Education, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Sdi Education, Inc. Employee Stock Ownership Plan surged - up 40.2% during 2024, from $69M to $96M. Reported net income was $28M.

How have Sdi Education, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sdi Education, Inc.'s sponsor-wide assets grew 120.5%, from $44M to $96M.

Where does Sdi Education, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Sdi Education, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Sdi Education, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Aviation Systems Engineering Company Inc. Employee Stock Ownership Plan in MD ($96M, 549 participants).

Next read for Sdi Education, Inc. Employee Stock Owner…

Filing takeaways

Ways to act on Sdi Education, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Sdi Education, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
Sdi Education, Inc.'s sponsor-wide assets have grown 120.5% since 2022 across 3 plan years on file. More Educational Services plans

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 831807964.

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.