Look up any U.S. employer's retirement & benefit plan finances
Every year, U.S. employee benefit plans file a public Form 5500 with the Department of Labor. Plan5500 turns those filings into searchable, comparable financial profiles — free, with no login. Look up an employer, a 401(k), or a service provider and see reported assets, participants, contributions, expenses, and fees.
From official public Form 5500 filings (latest loaded year 2023). Compare reported assets, participants, filings, and provider compensation where reported.
What you can analyze
Every figure below is a reported value from public Form 5500 filings — assets, liabilities, net assets, contributions, distributions, expenses, and Schedule C service-provider compensation, made comparable across plans, employers, providers, and places.
- Assets & net assetsEnd-of-year plan assets, liabilities, and net assets
- ContributionsEmployer and participant contributions
- Income & expensesTotal income, benefits paid, and plan expenses
- Net changeNet increase or decrease in plan net assets
- ParticipantsCovered participant counts and assets per participant
- Provider compensationSchedule C direct + indirect compensation
Jump into the data
The same one-click investigations as the search command center — saved searches and marquee real plans.
- Largest loaded plansRanked by reported assets
- $1B+ plansThe biggest reported plans
- Providers by compensationSchedule C, ranked
- Plans with financial statementsSchedule H / I reported
- Plans with provider compensationSchedule C reported
- Companies by reported assetsEmployers, ranked
- Walmart 401(k)1.9M participants
- Vanguard pooled trust$223B reported assets
- California plansState financial hub
- New York City plansCity financial hub
- Browse locationsStates & cities by reported assets
Looking for a specific employer? Search a company name or an exact EIN (e.g. 71-0415188) in the search panel.
Largest loaded plans
Real 2023 Form 5500 filings, ranked by reported end-of-year plan assets. Bars show relative scale.
- 1Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust Ii$223.1BVanguard Fiduciary Trust Company, PA
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Top service providers
Reported Form 5500 Schedule C service-provider compensation across loaded filings.
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How to read a Form 5500 filing
- Sch HLarge-plan financialsAssets, liabilities, net assets, income, expenses, and net change for plans with 100+ participants.
- Sch ISmall-plan financialsThe same financial statement for smaller plans, in a condensed form.
- Sch CProvider compensationDirect and indirect compensation reported to service providers.
- EINSponsor + plan numberEach plan is identified by its sponsor's EIN and a plan number (e.g. 001).
What this data can and cannot tell you
What it shows
- Reported assets, liabilities, and net assets per plan
- Employer and participant contributions, income, and expenses
- Covered participant counts
- Reported service-provider compensation (Schedule C)
- Which schedules each filing includes
What it does not
- It is not audited, official, or investment/legal/tax advice
- Figures are as reported and may contain errors or omissions
- Missing fields are labeled “not reported,” never estimated
- Individual participant account balances are not disclosed
- Coverage reflects only the loaded 2023 dataset
Always verify against the official record at the U.S. Department of Labor / EBSA before relying on any figure. See our methodology and data sources.
Start exploring
Search by entity, or jump straight into the financial data.
- Search companiesEmployers & plan sponsors by name or EIN.
- Browse largest plansPlans ranked by reported end-of-year assets.
- $1B+ plansThe biggest reported benefit plans.
- Providers by compensationSchedule C service-provider compensation.
- Plans with financial dataMost participants, financials reported.
- Advanced searchFilter by year, state, assets & participants.
Browse by state
What is a Form 5500 filing?
Form 5500 is the annual report most U.S. employee benefit plans file with the Department of Labor (DOL) and its Employee Benefits Security Administration (EBSA) through the EFAST2 system. It documents a plan sponsor, plan number, participant counts, plan assets, and service provider compensation. Plan5500.com turns these public filings into readable, comparable company, plan, and filing profiles — reporting only what the filings report, and clearly labeling anything not reported in the loaded dataset.
Form 5500 terms, in plain English
- Form 5500
- The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
- Schedule H
- The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
- Schedule I
- The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
- Schedule C
- Reports compensation paid to the plan’s service providers — both direct and indirect.
- Net assets
- Total assets minus total liabilities at the end of the year — what the plan holds for participants.
- Employer / participant contributions
- Money contributed to the plan by the employer and by participants during the year.
- Benefits paid / distributions
- Money paid out of the plan, e.g. benefits and distributions to participants.
- Direct vs. indirect compensation
- Direct compensation is paid to a provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both appear on Schedule C.
- Not reported
- A field the filing did not report in the loaded dataset. Plan5500 shows it as “not reported,” never as zero or an estimate.