Employers › ESCO Technologies
Recordkeeping fees per participant · ESCO Employee Savings Investment Plan · plan year 2024
$36.50
Higher than 32% of the 1,697 plans $250M to 1B that report it.
= $135,999 / 3,726
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250730174508NAL0002115955001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730174508NAL0002115955001, received 2025-07-30
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-30.
Administrative expenses excluding investment management, per participant
$50.72
Higher than 32% of the 2,324 plans $250M to 1B that report it.
= $188,987 / 3,726
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250730174508NAL0002115955001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730174508NAL0002115955001, received 2025-07-30
Administrative expenses per participant
$50.72
Higher than 21% of the 2,405 plans $250M to 1B that report it.
= $188,987 / 3,726
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730174508NAL0002115955001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730174508NAL0002115955001, received 2025-07-30
Administrative expenses as a share of assets
0.037%
Higher than 23% of the 2,407 plans $250M to 1B that report it.
= $188,987 / $508,139,584
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730174508NAL0002115955001, received 2025-07-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250730174508NAL0002115955001, received 2025-07-30
Employer contributions per participant
$2,419
Higher than 36% of the 2,457 plans $250M to 1B that report it.
= $9,013,741 / 3,726
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730174508NAL0002115955001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730174508NAL0002115955001, received 2025-07-30
Employer share of total contributions
28.4%
Higher than 41% of the 2,459 plans $250M to 1B that report it.
= $9,013,741 / $31,745,478
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730174508NAL0002115955001, received 2025-07-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250730174508NAL0002115955001, received 2025-07-30
Plan terms are described in ESCO Technologies Inc.'s SEC filings: Form 10-K filed 2025-12-01. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250730174508NAL0002115955001, received 2025-07-30
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ESCO TECHNOLOGIES INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Plan name | ESCO EMPLOYEE SAVINGS INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Sponsor EIN / plan number | 43-1554045 / 201 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Sponsor location | ST. LOUIS, MO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Industry (business code) | 335900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Filing received | 2025-07-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Participants, beginning of year | 3,694 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Active participants | 2,598 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Participants, end of year | 3,796 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Participants with an account balance | 3,726 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Total assets, beginning of year | $448,132,490 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Total assets, end of year | $508,139,584 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Net assets, end of year | $508,139,584 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Total income | $98,858,953 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Net income | $60,007,094 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Employer contributions | $9,013,741 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Participant contributions | $20,811,884 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Other contributions (incl. rollovers) | $1,919,853 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Total contributions | $31,745,478 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Benefit payments | $38,662,164 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Total expenses (incl. benefit payments) | $38,851,859 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Total administrative expenses | $188,987 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Contract administrator fees | $22,570 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Recordkeeping fees | $135,999 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Administrative expenses excluding investment management | $188,987 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Held in common/collective trusts | $266,485,991 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Held in mutual funds | $229,146,968 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250730174508NAL0002115955001, received 2025-07-30 |
| Independent auditor | UHY LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250730174508NAL0002115955001, received 2025-07-30 |
Position = column in the DOL layout for form year 2024. Filing 20250730174508NAL0002115955001, received 2025-07-30.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VANGUARD GROUP INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 37 Participant loan processing; 99 Other fees | $188,987 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250730174508NAL0002115955001, received 2025-07-30.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $448,132,490 | $508,139,584 | 13.4% |
| Participants with a balance | 3,605 | 3,726 | 3.4% |
| Administrative expenses | $172,021 | $188,987 | 9.9% |
| Recordkeeping fees per participant | $35.38 | $36.50 | 3.2% |
| Employer contributions | $8,321,346 | $9,013,741 | 8.3% |
Prior filing 20240729101740NAL0019219073001, received 2024-07-29; the plan years are contiguous.
Sponsor name as filed: ESCO TECHNOLOGIES INC.; SEC registrant: ESCO TECHNOLOGIES INC (CIK 866706, matched by EIN; display name from the Form 10-K cover).