401(k) · DOL Form 5500 · 2022

Energy Recovery, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
206
Participants Below avg headcount
74th
Percentile by assets National rank
$81,533
Avg per participant Below avg balance/head
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Official DOL plan name: Energy Recovery, Inc. 401(k) Plan · Sponsored by Energy Recovery, Inc. · California · Manufacturing

$17M in assets, 206 participants

Energy Recovery, Inc.'s Energy Recovery, Inc. 401(k) Plan reported $17M in total assets and 206 participants in its 2022 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.

  • #13,266 in Manufacturing (20,602 peers)

Coverage in California

Energy Recovery, Inc. 401(k) Plan covers 206 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $17M.

#13,266
in Manufacturing (20,602 peers)
-10.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Energy Recovery, Inc. 401(k) Plan's outsized position by total assets

Energy Recovery, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,795,750 Top 26% higher than 74% of 139,123 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 2022

Energy Recovery, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Recovery, Inc. 401(k) Plan sits mid-pack in the medium band (206 participants).

DOL schedule card

Filing strip 010616867 · Energy Recovery, Inc. PY 2022 · 401(k)

Energy Recovery, Inc. 401(k) Plan · $17M · 206 · 74th

  • 5500 $17M
  • ASSETS 206
  • PCT 74th
  • EIN 401(k)
  • RANK near South Florida Orthopaedics & Sports Medicine 401(k) Plan
  • PHOTO ind #13266

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 Manufacturing retirement plans → · Plans in California →

Energy Recovery, Inc. 401(k) Plan in the asset neighbourhood

Energy Recovery, Inc. 401(k) PlanEnergy Recovery, Inc. 401(k)…$17MSouth Florida Orthopaedics & Sports Medicine 401(k) PlanSouth Florida Orthopaedics &…$17MGunvor USA, LLC 401(k) Plan$17MCommunities Foundation of Texas 401(k) PlanCommunities Foundation of Te…$17MSuperior Products Distributors, Inc. Profit Sharing PlanSuperior Products Distributo…$17M
End-of-year total assets ($M) among Energy Recovery, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN010616867
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Recovery, Inc.)

Sponsor-wide plan assets over time

All Energy Recovery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 67.81210722950746% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.8M $28.2M ▲ +67.8%
Year Plans Participants Total Assets
2022 1 206 $17M
2023 1 227 $23M
2024 1 239 $28M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Energy Recovery, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Energy Recovery, Inc. 401(k) Plan, Total assets ($B): 0.01679575 · Participants: 206Energy Recovery, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Energy Recovery, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Energy Recovery, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is South Florida Orthopaedics & Sports Medicine 401(k) Plan in FL ($17M); by covered participants it is Austin Gastroenterology, P.a. 401(k) Profit Sharing Plan in TX (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Energy Recovery, Inc. 401(k) Plan assets move in 2022?
Energy Recovery, Inc. 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Energy Recovery, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Energy Recovery, Inc.'s sponsor-wide assets grew 67.8%, from $17M to $28M.
Which 401(k) plans are similar in size to Energy Recovery, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is South Florida Orthopaedics & Sports Medicine 401(k) Plan in FL ($17M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Energy Recovery, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Austin Gastroenterology, P.a. 401(k) Profit Sharing Plan in TX (206 participants, N/A in assets).