Where does the data come from?

All figures come from public Form 5500 filings submitted by plan sponsors to the U.S. Department of Labor / EBSA (Form 5500, EFAST2) through the federal EFAST2 system. We present what the filings report; we do not add, estimate, or edit the underlying numbers.

Why are some fields blank?

A field shows as "not reported" when the underlying filing did not include that value, or when it is not in the loaded dataset yet. We never fill blanks with guesses.

Is this financial, legal, or tax advice?

No. The Site is informational only and is not investment, legal, tax, actuarial, fiduciary, or benefits advice. Always verify against the official record before relying on any figure for an important decision.

About Plan5500

Plan5500 is a free, independent tool that makes public U.S. employee benefit-plan filings easier to read. Every year, most U.S. retirement and benefit plans file a Form 5500 with the U.S. Department of Labor. Those filings are public, but they live in large government datasets that are hard for an ordinary person to search. Plan5500 organizes that public information into clear, comparable profiles for plans, employers, service providers, states, and cities.

What you can do here

Look up an employer and the retirement or benefit plans it reports.
See a plan's reported assets, participants, contributions, income, and expenses.
Compare reported service-provider compensation (Schedule C).
Browse the largest plans, top providers, and filings by state and city.
Learn how to read a Form 5500 in plain English.

Who it helps

Plan participants and curious employees, HR and benefits teams, financial and benefits professionals, journalists and researchers, and anyone who wants to understand a benefit plan's public financial picture — without a login or a paywall.

Where the data comes from

All figures come from public Form 5500 filings published through the U.S. Department of Labor / EBSA (Form 5500, EFAST2) via the EFAST2 system. We present what plan sponsors reported. Some fields may be blank when a filing did not report them, and figures are as reported and may contain errors or omissions. For any important decision, verify against the official filing. See our methodology and data sources.

Independent — not a government agency

Plan5500 is operated by PGBDIC LLC, an Illinois limited liability company and is an independent project. It is not affiliated with, endorsed by, or sponsored by the U.S. Department of Labor, EBSA, IRS, or PBGC. Plan5500 provides information only and does not offer investment, legal, tax, actuarial, fiduciary, or benefits advice, and does not rate or judge plan quality.

Questions or corrections

See our contact page to reach us, ask a question, or report a possible data discrepancy. Helpful related pages: What is Form 5500?, Terms, and Privacy.

Frequently asked questions

Is Plan5500 a government website?: No. Plan5500 is an independent project operated by PGBDIC LLC, an Illinois limited liability company. It is not affiliated with, endorsed by, or sponsored by the U.S. Department of Labor (DOL), EBSA, IRS, or PBGC. It simply organizes public filing data those agencies make available.
Where does the data come from?: All figures come from public Form 5500 filings submitted by plan sponsors to the U.S. Department of Labor / EBSA (Form 5500, EFAST2) through the federal EFAST2 system. We present what the filings report; we do not add, estimate, or edit the underlying numbers.
Why are some fields blank?: A field shows as "not reported" when the underlying filing did not include that value, or when it is not in the loaded dataset yet. We never fill blanks with guesses.
Is this financial, legal, or tax advice?: No. The Site is informational only and is not investment, legal, tax, actuarial, fiduciary, or benefits advice. Always verify against the official record before relying on any figure for an important decision.