Department of Labor filing

ENERGY RECOVERY, INC.

ENERGY RECOVERY, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 26, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

56filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,394

Reported employer contributions per active participant.

Higher than about 74% of comparable plans

#People in the filing

224

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$361 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 15% of comparable plans

↗Investment performance

Not available

Plan assets changed 23.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202456out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions74th percentileTypical peer $2,293 · based on 622 comparable plans

Lower reported administrative expense15th percentileTypical peer $193 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ENERGY RECOVERY, INC. reported $760,327 in employer contributions across the plan and 224 active participants. That works out to $3,394 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy74%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 27.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 33.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context56/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $760,327
Participant contributions: $2,583,835
Other contributions: $557,676
Employer share of reported contributions: 22.7%
Beginning assets: $22,846,994
Ending assets: $28,185,302
Ending net assets: $28,185,302
Ending liabilities: $0
Total income: $7,398,609
Total expenses: $2,060,301
Administrative expenses: $118,095
Participant loans: $409,364

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,673

2023

$2,733

2024

$3,394

Plan-paid administrative expenses per participant

2022

$270

2023

$315

2024

$361

Active participants

2022

229

2023

237

2024

224

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,394	224	28.2M	20250926112236NAL0011728739001
2023	$2,733	237	22.8M	20240805102750NAL0000627219001
2022	$2,673	229	16.8M	20231013154856NAL0023138499001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 010616867-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1998
Industry: Industry group 333
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H

Current plan terms

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Filing ACK_ID20250926112236NAL0011728739001

Data sourceDOL Form 5500 bulk data ↗

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