DOL Form 5500 Scraper — 401(k) & ERISA Benefit Plan Leads (EFAST2)

Extract official U.S. Department of Labor (DOL), Employee Benefits Security Administration (EBSA), IRS, and PBGC Form 5500 and Form 5500-SF annual retirement and employee benefit plan disclosure filings.

Automates the search process of the official EFAST2 Form 5500 Search Portal with bulk multi-line search (paste 1,000+ companies or EINs at once), lightning-fast execution, and direct download links to signed filing PDFs on Amazon S3.

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🚀 Why Use This DOL Form 5500 Scraper?

• Stop Manual Lookups: Automates the official DOL search portal — extract hundreds of company filings in seconds instead of searching one by one manually.
• Bulk Multi-Line Search: Paste an entire list of 500 EINs or 1,000 Company Names directly into a single text box. No need to click "Add item" hundreds of times.
• Zero Extra Proxy Surcharges: Fast, reliable direct connection that runs in seconds with no hidden bandwidth fees or proxy charges.
• Direct Official PDF Links: Instant access to permanent download URLs for original signed filing PDFs on Amazon S3 without paying for heavy storage.
• Verified Corporate Lead Data: Extract verified 9-digit Employer Identification Numbers (EIN), corporate headquarters addresses, city, state, zip code, and legally reported active employee counts.
• Financial & Asset Metrics: Access total plan asset values in exact USD to instantly assess 401(k), pension, and health & welfare plan size.
• Reliable & Resilient: Built-in automatic recovery ensures large bulk jobs complete smoothly without lost data.

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📥 Input Configuration

Field	Type	Description	Default / Example
Search By	Select	Search field category matching the official DOL portal (Plan Sponsor, Plan Name, EIN, PN, ACK ID).	Plan Sponsor
Search Terms	Textarea	Enter or paste search terms (one per line). Paste 1, 100, or 1,000+ terms at once.	GOOGLE LLC MICROSOFT CORP APPLE INC
Max Results Per Search	Integer	Maximum filings to retrieve for each search term.	200
Total Max Results	Integer	Total overall cap across all search terms combined.	5000

Input Examples

1. Bulk Lookup by Company / Plan Sponsor

{
  "searchType": "plansponsor",
  "searchTerms": "GOOGLE LLC\nMICROSOFT CORP\nAPPLE INC\nAMAZON.COM SERVICES LLC\nMETA PLATFORMS INC",
  "maxResultsPerSearch": 100,
  "totalMaxResults": 5000
}

2. Bulk Lookup by 9-Digit EIN (Employer Identification Number)

{
  "searchType": "ein",
  "searchTerms": "77-0493581\n13-3870996\n95-4615406\n94-2404110\n47-0814677",
  "maxResultsPerSearch": 50,
  "totalMaxResults": 5000
}

3. Plan Name Search

{
  "searchType": "planname",
  "searchTerms": "401(k) Savings Plan\nRetirement Income Plan\nProfit Sharing Plan",
  "maxResultsPerSearch": 200,
  "totalMaxResults": 5000
}

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📤 Output Data Structure

Every filing record pushed to the Apify Dataset contains clean, structured, and normalized data:

{
  "ack_id": "20250827123612NAL0005026227001",
  "plan_name": "Google LLC 401(k) Savings Plan",
  "plan_sponsor": "Google LLC",
  "ein": "770493581",
  "plan_number": "001",
  "plan_year": "2024",
  "form_year": "2024",
  "date_received": "2025-08-27T12:36:12Z",
  "total_assets": "48738057415.00",
  "participants_boy": 139580,
  "participants_eoy": null,
  "address": "1600 Amphitheatre Parkway",
  "city": "Mountain View",
  "state": "CA",
  "zip_code": "94043",
  "plan_type": "1",
  "business_code": "541512",
  "pdf_url": "https://efast2-filings-public.s3.amazonaws.com/prd/2025/08/27/20250827123612NAL0005026227001.pdf"
}

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🎯 Target Use Cases & Buyer Personas

1. 401(k) Advisors & Wealth Managers: Prospect high-value retirement plan sponsors, evaluate plan asset size ($5M to $100M+), audit investment plans, and identify sponsors due for fiduciary reviews.
2. Group Health & Benefits Brokers: Cross-reference employer health and welfare filings to anticipate renewal windows and pitch competitive group benefits.
3. B2B Lead Generation & Account Enrichment: Enrich existing CRM databases (Salesforce, HubSpot) with legally verified federal EINs, corporate headquarters addresses, and verified employee counts.
4. CPA Firms (ERISA Employee Benefit Plan Audits): Target growing mid-market companies reaching 100+ active participants subject to mandatory annual independent CPA audits under ERISA.
5. M&A Due Diligence & Corporate Research: Investigate target company pension obligations, benefit liabilities, and executive disclosure filings.

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🔌 API & Integration Recipes

Python Integration (apify-client)

from apify_client import ApifyClient

client = ApifyClient("YOUR_APIFY_API_TOKEN")

run_input = {
    "searchType": "plansponsor",
    "searchTerms": "GOOGLE LLC\nMICROSOFT CORP\nAPPLE INC",
    "maxResultsPerSearch": 100,
    "totalMaxResults": 1000,
}

run = client.actor("YOUR_USERNAME/dol-form-5500-scraper").call(run_input=run_input)

# Fetch and iterate dataset results
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(f"Sponsor: {item.get('plan_sponsor')} | Assets: ${item.get('total_assets')} | PDF: {item.get('pdf_url')}")

Direct S3 PDF Bulk Downloader (Python)

Download filing PDFs directly to your computer in seconds:

import httpx
from apify_client import ApifyClient

client = ApifyClient("YOUR_APIFY_API_TOKEN")
dataset_items = client.dataset("DATASET_ID").list_items().items

for record in dataset_items:
    pdf_url = record.get("pdf_url")
    ack_id = record.get("ack_id")
    if pdf_url:
        resp = httpx.get(pdf_url)
        with open(f"{ack_id}.pdf", "wb") as f:
            f.write(resp.content)
        print(f"Downloaded: {ack_id}.pdf")

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⚖️ Legal & Compliance

Form 5500 series annual returns/reports are public domain government records mandated under Title I and Title IV of the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code. The data is made publicly available by the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA).

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Persona & Industry Stacks

• Wealth Management & 401(k) Advisory: 401k plan benchmarking, fiduciary advisor prospecting, plan sponsor asset tracking, retirement plan lead gen, form 5500 participant counts.
• Employee Benefits & Insurance Brokers: group health renewal dates, schedule a broker commissions, welfare benefit plan lookup, corporate dental vision filings.
• CPA & ERISA Audit Firms: form 5500 audit threshold 100 participants, large plan audit leads, erisa accountant prospecting, 5500-sf small plan filings.
• B2B Sales Intelligence & Lead Gen: company ein database lookup, corporate headquarters address verification, verified employer headcount scraper, federal benefit filings export.