401(k) · DOL Form 5500 · 2024

Energy Recovery, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
239
Participants Below avg headcount
76th
Percentile by assets National rank
$117,930
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

$28M in assets, 239 participants

Energy Recovery, Inc.'s Energy Recovery, Inc. 401(k) Plan reported $28M in total assets and 239 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,990 in Manufacturing (17,777 peers)

Coverage in California

Energy Recovery, Inc. 401(k) Plan covers 239 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $28M.

#11,990
in Manufacturing (17,777 peers)
+23.4%
assets growth YoY
0.3×
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 2024 · DOL Form 5500

$28,185,302 Top 24% higher than 76% of 123,620 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 2024

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

Plan-year 2024 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 (239 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy Recovery, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Energy Recovery, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Energy Recovery, Inc. 401(k) Plan reported participants rose from 227 in the plan year 2023 filing to 239 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 010616867 · Energy Recovery, Inc. PY 2024 · 401(k)

Energy Recovery, Inc. 401(k) Plan · $28M · 239 · 76th

  • NET $28M
  • BOOK 239
  • VS-ST 76th
  • BOY 401(k)
  • SCH near Salud Family Health Employee Contribution 403(b) Plan
  • EBSA ind #11990

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)…$28MSalud Family Health Employee Contribution 403(b) PlanSalud Family Health Employee…$28MLakeshore Recycling Systems 401(k) PlanLakeshore Recycling Systems …$28MVentra Ionia Union #436 401(k) PlanVentra Ionia Union #436 401(…$28MLobar Retirement Plan$28M
End-of-year total assets ($M) among Energy Recovery, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Energy Recovery, Inc. 401(k) Plan, Total assets ($B): 0.028185302 · Participants: 239Energy Recovery, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Salud Family Health Employee Contribution 403(b) Plan in CO ($28M); by covered participants it is Timber Automation, LLC 401(k) Plan in AR (239 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (239 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Energy Recovery, Inc. 401(k) Plan grew sharply - up 23.4% during 2024, from $23M to $28M. Reported net income was $5M.
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 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Salud Family Health Employee Contribution 403(b) Plan in CO ($28M, 671 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 Timber Automation, LLC 401(k) Plan in AR (239 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.