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

Rating

0.0

(0)

Developer

NexGenData

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Bookmarked

Total users

Monthly active users

15 days ago

Last modified

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Business

Automation

You can access the DOL Form 5500 Leads — ERISA Plan Sponsor Prospects API 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.

Python

JavaScript

CLI

OpenAPI

HTTP

MCP

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        "properties": {
          "mode": {
            "title": "Mode",
            "enum": [
              "search",
              "bulk"
            ],
            "type": "string",
            "description": "How aggressively to scan the DOL Form 5500 bulk dataset. `search` runs a fast targeted slice (intended for ad-hoc lookups like 'CA plans with $10M+ assets, top 100'), capping at 2,000 rows and exiting early when max_plans is hit. `bulk` runs a full annual sweep allowing up to 5,000 rows for backfills / nightly RIA-prospecting jobs. Both modes consume the same DOL bulk CSV files (Form 5500 + Schedule H); the EFAST search UI at efast.dol.gov is JS-rendered with a WAF-blocked backend, so the bulk file is the only reliable programmatic path.",
            "default": "search"
          },
          "state_filter": {
            "title": "State filter (2-letter US state)",
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          },
          "min_assets": {
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            "default": 1000000
          },
          "max_assets": {
            "title": "Maximum total assets (USD)",
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            "type": "integer",
            "description": "Cap plans whose end-of-year total assets exceed this ceiling. Useful when targeting the mid-market band (e.g. $10M-$1B = serviceable RIA TAM, excludes the mega-plans that Vanguard / Fidelity already won). Leave blank for no upper bound."
          },
          "plan_type": {
            "title": "Plan type",
            "enum": [
              "401(k)",
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            ],
            "type": "string",
            "description": "Filter to a specific plan structure. `401(k)` targets plans with the DOL pension-feature code 2J (defined contribution plans with employee 401(k) arrangement) — the dominant retirement-plan-wholesaler segment. `defined-benefit` targets plans with Schedule SB (single-employer DB) or Schedule MB (multiemployer DB) attached — the actuarial / pension-risk-transfer segment. `any` includes all pension and welfare plans.",
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          },
          "year": {
            "title": "Form year",
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            "type": "integer",
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          },
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          }
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DOL Form 5500 API — ERISA Retirement Plan Filings OpenAPI definition

OpenAPI is a standard for designing and describing RESTful APIs, allowing developers to define API structure, endpoints, and data formats in a machine-readable way. It simplifies API development, integration, and documentation.

OpenAPI is effective when used with AI agents and GPTs by standardizing how these systems interact with various APIs, for reliable integrations and efficient communication.

By defining machine-readable API specifications, OpenAPI allows AI models like GPTs to understand and use varied data sources, improving accuracy. This accelerates development, reduces errors, and provides context-aware responses, making OpenAPI a core component for AI applications.

You can download the OpenAPI definitions for DOL Form 5500 Leads — ERISA Plan Sponsor Prospects API from the options below:

OpenAPI.json

If you’d like to learn more about how OpenAPI powers GPTs, read our blog post.

You can also check out our other API clients:

DOL Form 5500 Leads — ERISA Plan Sponsor Prospects API API in Python

DOL Form 5500 Leads — ERISA Plan Sponsor Prospects API API in JavaScript

DOL Form 5500 Leads — ERISA Plan Sponsor Prospects API API through CLI

DOL Form 5500 Leads — ERISA Plan Sponsor Prospects API API

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