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Department of Labor filing

ESPEY MFG. & ELECTRONICS CORP.

ESPEY MFG & ELECTRONICS CORP. 401(K) SAVINGS PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Mar 26, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

12filing 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
$665

Reported employer contributions per active participant.

Higher than about 10% of comparable plans
#People in the filing
100

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$311 / participant

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

Lower cost than about 18% of comparable plans
↗Investment performance
Not available

Plan assets changed 8.4%, 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 · 202412out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions10th percentileTypical peer $2,163 · based on 323 comparable plans
Lower reported administrative expense18th percentileTypical peer $162 · based on 321 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 Jun 30, 2025, ESPEY MFG. & ELECTRONICS CORP. reported $66,486 in employer contributions across the plan and 100 active participants. That works out to $665 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 proxy68%

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 32.5%

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

Expense trendUp 16.6%

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

Peer context12/100

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
$66,486
Participant contributions
$664,841
Other contributions
Not reported
Employer share of reported contributions
9.1%
Beginning assets
$13,900,087
Ending assets
$15,064,256
Ending net assets
$15,054,148
Ending liabilities
$10,108
Total income
$2,566,887
Total expenses
$1,406,866
Administrative expenses
$46,312
Participant loans
Not reported

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
$502
2023
$602
2024
$665
Plan-paid administrative expenses per participant
2022
$266
2023
$275
2024
$311
Active participants
2022
107
2023
100
2024
100
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$66510015.1M20260326102652NAL0005799264002
2023$60210013.9M20250311161411NAL0017989505001
2022$50210711.7M20240408160443NAL0023249281001

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
Not stated in the filing
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
141387171-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Apr 5, 1999
Industry
Industry group 335
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
BLACKROCK, INC2024Not reportedunknown
CAPITAL RESEARCH AND MANAGEMENT CO.2024Not reportedunknown
CHARLES SCHWAB INVESTMENT MGMT2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
DODGE & COX2024Not reportedunknown
FIDELITY MANAGEMENT & RESEARCH CO2024Not reportedunknown
PIMCO2024Not reportedunknown
PRINCIPAL GLOBAL INVESTORS LLC2024Not reportedunknown
T.ROWE PRICE ASSOCIATES, INC.2024Not reportedunknown

Current plan terms

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Filing ACK_ID20260326102652NAL0005799264002
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗