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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.

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Pay per event

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Developer

Stas Persiianenko

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Monthly active users

7 days ago

Last modified

Categories

Lead generation

Other

Filing years

filingYears

Optional

Form 5500 filing years to scan. Newest-first years work best for prospecting and compliance monitoring.

Type:integer[]

Default:

[
  2023
]

Maximum plan records

maxItems

Optional

Stop after this many matching plan filings have been saved.

Type:integer

Minimum:1

Maximum:10000

Default:20

Sponsor or plan name contains

sponsorName

Optional

Optional case-insensitive text match against sponsor name and plan name, e.g. ACME or 401K.

Type:string

Sponsor EIN

sponsorEin

Optional

Optional exact EIN match. Dashes are ignored.

Type:string

Sponsor states

states

Optional

Optional US state abbreviations for sponsor/admin location filtering.

Type:string[]

Plan entity codes

planEntityCodes

Optional

Optional DOL TYPE_PLAN_ENTITY_CD values. Leave blank to include all plan entity types.

Type:string[]

Initial filings only

initialFilingsOnly

Optional

Return only filings marked as initial/new filings.

Type:boolean

Default:false

Amended filings only

amendedFilingsOnly

Optional

Return only filings marked as amended filings.

Type:boolean

Default:false

Minimum active participants

minParticipants

Optional

Only include plans with at least this many active participants.

Type:integer

Minimum:0

Maximum active participants

maxParticipants

Optional

Only include plans with at most this many active participants.

Type:integer

Minimum:0

Minimum Schedule H assets

minAssets

Optional

Only include plans with at least this many end-of-year assets in Schedule H.

Type:integer

Minimum:0

Maximum Schedule H assets

maxAssets

Optional

Only include plans with at most this many end-of-year assets in Schedule H.

Type:integer

Minimum:0

Include Schedule H financial fields

includeScheduleH

Optional

Downloads and joins Schedule H financial data. Automatically enabled when asset filters are used.

Type:boolean

Default:true

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