DOL Form 5500 ERISA Plan Tracker
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Pay per event
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DOL Form 5500 ERISA Plan Tracker
Search DOL Form 5500 ERISA filings by sponsor, EIN, state, participants, and Schedule H assets. Export ERISA plan data as JSON, CSV, or Excel.
DOL Form 5500 ERISA Plan Tracker
Pricing
Pay per event
Search DOL Form 5500 ERISA filings by sponsor, EIN, state, participants, and Schedule H assets. Export ERISA plan data as JSON, CSV, or Excel.
You can access the DOL Form 5500 ERISA Plan Tracker programmatically from your own applications by using the Apify API. You can also choose the language preference from below. To use the Apify API, you’ll need an Apify account and your API token, found in Integrations settings in Apify Console.
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Newest-first years work best for prospecting and compliance monitoring.", "items": { "type": "integer", "minimum": 2009, "maximum": 2026 }, "default": [ 2023 ] }, "maxItems": { "title": "Maximum plan records", "minimum": 1, "maximum": 10000, "type": "integer", "description": "Stop after this many matching plan filings have been saved.", "default": 20 }, "sponsorName": { "title": "Sponsor or plan name contains", "type": "string", "description": "Optional case-insensitive text match against sponsor name and plan name, e.g. ACME or 401K." }, "sponsorEin": { "title": "Sponsor EIN", "type": "string", "description": "Optional exact EIN match. Dashes are ignored." }, "states": { "title": "Sponsor states", "type": "array", "description": "Optional US state abbreviations for sponsor/admin location filtering.", "items": { "type": "string" } }, "planEntityCodes": { "title": "Plan entity codes", "type": "array", "description": "Optional DOL TYPE_PLAN_ENTITY_CD values. Leave blank to include all plan entity types.", "items": { "type": "string" } }, "initialFilingsOnly": { "title": "Initial filings only", "type": "boolean", "description": "Return only filings marked as initial/new filings.", "default": false }, "amendedFilingsOnly": { "title": "Amended filings only", "type": "boolean", "description": "Return only filings marked as amended filings.", "default": false }, "minParticipants": { "title": "Minimum active participants", "minimum": 0, "type": "integer", "description": "Only include plans with at least this many active participants." }, "maxParticipants": { "title": "Maximum active participants", "minimum": 0, "type": "integer", "description": "Only include plans with at most this many active participants." }, "minAssets": { "title": "Minimum Schedule H assets", "minimum": 0, "type": "integer", "description": "Only include plans with at least this many end-of-year assets in Schedule H." }, "maxAssets": { "title": "Maximum Schedule H assets", "minimum": 0, "type": "integer", "description": "Only include plans with at most this many end-of-year assets in Schedule H." }, "includeScheduleH": { "title": "Include Schedule H financial fields", "type": "boolean", "description": "Downloads and joins Schedule H financial data. 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