How many benefit plans does Energy Recovery, Inc. report on Form 5500?

Energy Recovery, Inc. (EIN 01-0616867) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Energy Recovery, Inc.?

The Employer Identification Number (EIN) reported for Energy Recovery, Inc. is 01-0616867.

What is the latest Form 5500 filing year for Energy Recovery, Inc.?

The latest loaded Form 5500 filing year for Energy Recovery, Inc. is 2023.

Energy Recovery, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Energy Recovery, Inc. (EIN 01-0616867) is a plan sponsor located in San Leandro, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 01-0616867
Location: San Leandro, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $22,846,994
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $22,846,994

Contributions & income

Employer contributions: $647,608
Participant contributions: $2,380,758
Total income / additions: $7,130,061

Expenses & distributions

Benefits paid / distributions: $984,907
Total expenses: $1,078,817
Net increase / (decrease): $6,051,244

Coverage

Total reported participants: 514
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Energy Recovery, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Energy Recovery, Inc. 401(K) Plan	001	298	$22,846,994	2023
Energy Recovery, Inc. Health And Welfare Plan	501	216	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Energy Recovery, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Energy Recovery, Inc. 401(K) Plan	298	H, C	20240805102750NAL0000627219001
2023	Energy Recovery, Inc. Health And Welfare Plan	216	—	20250818145107NAL0000716355001