401(k) · DOL Form 5500 · 2023

Energy Recovery, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
227
Participants Below avg headcount
75th
Percentile by assets National rank
$100,648
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

$23M in assets, 227 participants

Energy Recovery, Inc.'s Energy Recovery, Inc. 401(k) Plan reported $23M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,249 in Manufacturing (18,722 peers)

Coverage in California

Energy Recovery, Inc. 401(k) Plan covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $23M.

#12,249
in Manufacturing (18,722 peers)
+36.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$22,846,994 Top 25% higher than 75% of 127,068 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 2023

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

Plan-year 2023 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 (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Recovery, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Energy Recovery, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Energy Recovery, Inc. 401(k) Plan reported participants rose from 206 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010616867 · Energy Recovery, Inc. PY 2023 · 401(k)

Energy Recovery, Inc. 401(k) Plan · $23M · 227 · 75th

  • PART $23M
  • TYPE 227
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Teikoku USA Inc. Savings & Investment Plan
  • BOY ind #12249

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)…$23MTeikoku USA Inc. Savings & Investment PlanTeikoku USA Inc. Savings & I…$23MMaple Knoll Communities, Inc. 401(k) PlanMaple Knoll Communities, Inc…$23MJewish Senior Life 401(k) Retirement PlanJewish Senior Life 401(k) Re…$23MGeneral Wire Spring Co. Retirement Savings PlanGeneral Wire Spring Co. Reti…$23M
End-of-year total assets ($M) among Energy Recovery, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$6M
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): 0.022846994 · Participants: 227Energy Recovery, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Energy Recovery, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Energy Recovery, Inc. 401(k) Plan side-by-side with 3 peers →

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 Teikoku USA Inc. Savings & Investment Plan in PA ($23M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Energy Recovery, Inc. 401(k) Plan surged - up 36.0% during 2023, from $17M to $23M. Reported net income was $6M.
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.
Where does Energy Recovery, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Energy Recovery, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
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 Teikoku USA Inc. Savings & Investment Plan in PA ($23M, 121 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 Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010616867.

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.