DOL Form 5500 Leads — ERISA Plan Sponsor Prospects API
Pricing
from $200.00 / 1,000 plan filings
DOL Form 5500 Leads — ERISA Plan Sponsor Prospects API
Pull DOL Form 5500 + Schedule H ERISA filings — plan name, sponsor, EIN, state, total assets, participants, recordkeeper, trustee, auditor. $11T retirement-plan disclosure for RIA prospecting, 401(k) auditor lead-gen, ERISA class-action discovery. Larkspur 401(k) Data alternative.
Pricing
from $200.00 / 1,000 plan filings
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NexGenData
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DOL Form 5500 Leads
Track DOL Form 5500 filings as retirement-plan-sponsor leads — plan sponsors, participants and assets for financial-services outreach.
Output is a prospect list for your sales team, assembled from public web and business sources. Use it in line with applicable outreach and privacy law.
⏰ Run this as a weekly lead monitor (recommended)
New records land continuously. Schedule a weekly sweep (0 8 * * 1) and catch fresh leads as they appear — an always-on prospect feed for your sales team.
📊 What you get
Clean JSON, one record per plan filing (full output has 12 fields):
plan_name— Plan namesponsor_name— Sponsor nameein— Einplan_number— Plan numberparticipants— Participantsaddress— Addresscity— Citystate— Statezip— Zipplan_year— Plan year
Pricing: $0.200 per plan filing (Pay-Per-Event) — about 5 plan filings per $1.
🤖 Use with AI agents
Point Claude, the OpenAI Agents SDK, an n8n flow or any MCP-aware client at it and run prospecting on demand.
Agentic payments (x402): Supports agentic payment via x402 — agents can call this actor with USDC, no API key required.
🔗 Related lead-gen actors
Industry lead lists — pick your vertical: Capterra Displacement · Building Permits · FDIC Banks · NPI Healthcare · Doctor Directory · Restaurants · Auto Dealers · FMCSA Carriers · SBA Recipients · Liquor Licenses · Contractor Licenses · Childcare Licenses
Found your list here? Run it through the chain: verify the emails, enrich the companies, push to your CRM.
The lead-gen workflow chain — found leads? verify → enrich → push to CRM:
- Find: B2B Leads Finder · Company Email Finder · Person Email Finder · Website Contact Scraper · Yellow Pages
- Enrich: Company Enrichment · B2B Contact Enricher · Lead List Enricher · Website Tech & Contact Audit
- Verify & clean: Email Verification · Bulk Email Validator · Lead List Cleaner
- Deliver: Leads to Notion CRM
Front door — Sales Intelligence MCP: the sales-intelligence agent that fronts this whole cluster → Sales Intelligence MCP
Public web & business-source data, assembled as sales-team prospect lists.