Department of Labor filing

ESCALENT, INC.

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

Public filing 2024 · received Oct 7, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

37filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,663

Reported employer contributions per active participant.

Higher than about 27% of comparable plans

#People in the filing

633

Active participants reported for 2024.

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

¢Visible plan-paid fees

$92 / participant

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

Lower cost than about 61% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.9%, 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 · 202437out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions27th percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense61st percentileTypical peer $113 · based on 1,398 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, ESCALENT, INC. reported $1,052,651 in employer contributions across the plan and 633 active participants. That works out to $1,663 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 proxy71%

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 84.8%

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

Expense trendUp 7.5%

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

Peer context37/100

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: $1,052,651
Participant contributions: $7,002,362
Other contributions: $1,714,093
Employer share of reported contributions: 13.1%
Beginning assets: $68,924,158
Ending assets: $80,592,203
Ending net assets: $80,592,203
Ending liabilities: $0
Total income: $18,801,084
Total expenses: $7,133,039
Administrative expenses: $90,399
Participant loans: $265,862

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

$900

2023

$1,462

2024

$1,663

Plan-paid administrative expenses per participant

2022

$85

2023

$60

2024

$92

Active participants

2022

481

2023

762

2024

633

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,663	633	80.6M	20251007131824NAL0007969136001
2023	$1,462	762	68.9M	20241011111011NAL0043437186001
2022	$900	481	54.9M	20231016101152NAL0050236608001

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: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 382882316-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 6, 1992
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2J2K3D3H2R

Current plan terms

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Filing ACK_ID20251007131824NAL0007969136001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗