Esco Employee Savings Investment Plan — Form 5500 plan (Esco Technologies Inc.)

Plain-English plan 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, Esco Employee Savings Investment Plan is a benefit plan reported by Esco Technologies Inc. under EIN 43-1554045 and plan number 201. The latest loaded filing year is 2023. The filing reports 3,461 participants and $448,132,490 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$448.1MPlan net assets, end of year$448,132,490
Participants3.5KCovered participants reported3,461
Assets / participant$129.5KComputed: assets ÷ participants$129,481 (computed)
Provider compensation$168.6K1 Schedule C provider row(s)$168,628
Plan sponsor
Esco Technologies Inc.
EIN
43-1554045
Plan number
201
Plan type
2
Location
St. Louis, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,461H, C20240729101740NAL0019219073001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$448.1M total assets
Net assets$448.1MLiabilities$0
Money in vs. money out
Total income / additions$99.2M
Total expenses$40.1M
Benefits paid / distributions$40M
Contributions
Employer$8.3M
Participant$19.1M
Full reported line items

Net assets

Total assets (EOY)
$448,132,490
Total liabilities (EOY)
$0
Net assets (EOY)
$448,132,490
Net assets (BOY)
$389,069,827

Income & contributions

Employer contributions
$8,321,346
Participant contributions
$19,115,270
Total contributions
$30,460,434
Total income / additions
$99,194,163

Expenses & distributions

Benefits paid
$39,950,508
Administrative expenses
$172,021
Total expenses
$40,131,500
Net increase / (decrease)
$59,062,663
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.NONE$168,628not reported in the loaded dataset2023

Related Form 5500 pages