401(k) · DOL Form 5500 · 2024

Sdi Stores, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
595
Participants Below avg headcount
74th
Percentile by assets National rank
$41,935
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

$25M in assets, 595 participants

Sdi Stores, LLC's Sdi Stores, LLC 401(k) Plan reported $25M in total assets and 595 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,763 in Retail Trade (8,048 peers)

Sdi Stores, LLC multi-year trail

Sdi Stores, LLC's plans moved -19.4% in assets from 2022 to 2024; this filing shows Sdi Stores, LLC 401(k) Plan at $25M / 595 participants.

#6,763
in Retail Trade (8,048 peers)
-28.0%
assets change YoY

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$24,951,079 Top 26% higher than 74% 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

Sdi Stores, LLC 401(k) 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 Stores, LLC 401(k) Plan sits mid-pack in the medium band (595 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sdi Stores, LLC 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
  • Sdi Stores, LLC 401(k) Plan end-of-year assets fell from $35M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Sdi Stores, LLC 401(k) Plan reported participants fell from 606 in the plan year 2023 filing to 595 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821264751 · Sdi Stores, LLC PY 2024 · 401(k)

Sdi Stores, LLC 401(k) Plan · $25M · 595 · 74th

  • PART $25M
  • TYPE 595
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Stockton Hematology & Oncology Medical Group Profit Sharing & 401(k) Plan
  • BOY ind #6763

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$25MStockton Hematology & Oncology Medical Group Profit Sharing & 401(k) PlanStockton Hematology & Oncolo…$25MMillis Transfer 401(k) Savings PlanMillis Transfer 401(k) Savin…$25MBoyum & Barenscheer Pllp Profit Sharing PlanBoyum & Barenscheer Pllp Pro…$25MAdtalem Global Education, Inc. 401(k) Plan for Visiting ProfessorsAdtalem Global Education, In…$25M
End-of-year total assets ($M) among Sdi Stores, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sdi Stores, LLC multi-year asset trail

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

Sdi Stores, LLC filing trail (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$25M
Net Income-$10M
Employer EIN821264751
Plan Effective Date2008-08-19
Filing StatusFILING RECEIVED

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 -20020406080 Total assets ($B) Participants Sdi Stores, LLC 401(k) Plan, Total assets ($B): 0.024951079 · Participants: 595Sdi Stores, LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings 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 Stockton Hematology & Oncology Medical Group Profit Sharing & 401(k) Plan in CA ($25M); by covered participants it is Knightvest 401(k) Plan in TX (595 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (595 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 Sdi Stores, LLC 401(k) Plan assets move in 2024? ▼
Sdi Stores, LLC 401(k) Plan declined sharply - down 28.0% during 2024, from $35M to $25M. Reported net income was -$10M.
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.
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 Stockton Hematology & Oncology Medical Group Profit Sharing & 401(k) Plan in CA ($25M, 91 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 Knightvest 401(k) Plan in TX (595 participants, $12M 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 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.