Form 5500 Employee Benefit Plan & 401(k) Filings Scraper

Every US employer that offers a 401(k), pension, ESOP or company health plan files an annual Form 5500. This scraper turns those filings into a clean B2B dataset: the sponsoring employer with its mailing address and EIN, how many people the plan covers, how much money it holds, how fast both are growing, and exactly which benefits the plan provides — decoded from the official feature codes into plain English.

📥 Input · 📤 Output · 💰 Pricing · ▶️ Examples

Employer + EIN with mailing address

Participants & plan assets start vs end of year

JSON / CSV / Excel output formats

What you get

Each row is one Form 5500 filing, flattened so it opens cleanly in a spreadsheet:

• The employer — legal sponsor name, EIN (raw and formatted), street address, city, state, ZIP and country.
• The plan — plan name, three-digit plan number, plan year, date the filing was received, and a direct link to the official filing document.
• Scale — participants at the start and end of the year, the change and percentage change, plus an employerSizeBand such as 50-249 or 5000+ that works as a company-size segment.
• Money — plan assets at the start and end of the year, the dollar and percentage change, and assets per participant.
• What the plan actually does — the official plan feature codes plus a plain-English description of each, and ready-made flags: is401kPlan, hasAutomaticEnrollment, hasBrokerageWindow, isEsop, isCashBalancePlan, isFrozenPlan, isPooledEmployerPlan, isControlledGroupMember, usesLeasedEmployees, offersHealthBenefits, offersDentalBenefits, offersVisionBenefits, offersLifeInsurance, offersDisabilityBenefits, offersSeverancePay.
• Classification — single-employer, multiple-employer, multiemployer or direct filing entity, and whether the plan is a pension or a welfare plan.

By default the scraper drops superseded filings, so an amended re-filing never shows up — or gets charged — twice alongside the original it replaced.

Who is it for

Use case	Who benefits
Retirement plan prospecting	401(k) advisors, recordkeepers and TPAs targeting plans by assets, headcount and features
Employee benefits sales	Brokers and insurtechs finding employers whose health, dental or vision plans are in scope
B2B lead generation	Sales teams building verified company lists with real addresses, EINs and headcount proxies
Competitive and market research	Analysts sizing the retirement and benefits market by state, industry or plan feature
Corporate and credit research	Investors tracking pension exposure, frozen plans and plan asset trends over time
Compliance and due diligence	KYB and diligence teams confirming an employer's ERISA filing footprint

How to use it

1. Type one or more employer or plan names to search, or leave that empty and let the filters do the work.
2. Narrow with any combination of state, city, ZIP, EIN, NAICS industry, plan year, participant count and plan assets.
3. Focus the plan type: pick a plan category (retirement vs health and welfare), tick only plans with a 401(k) feature, or list specific plan feature codes.
4. Choose whether you want a filing history or one row per plan (latest plan year only), pick a sort, set Max Filings To Scrape and run.
5. Export as JSON, CSV or Excel, or pull the dataset through the Apify API.

Frequently Asked Questions

How far back does the data go? Filings are available from the 2009 plan year onward, including plan years filed in the current year.

Can I get every plan for one company? Yes. Search by the company's EIN to pull every plan it sponsors and every year it has filed. A large employer typically files separately for its 401(k) plan and its health and welfare plan.

Does the filing tell me how many employees a company has? Not directly, but participant counts are the closest public proxy and are usually within range of total headcount for a 401(k) plan. The employerSizeBand field turns that into a ready-made size segment.

Why do some rows have no plan assets? Small plans and unfunded or fully insured welfare plans are not required to report assets, so those fields are empty rather than zero. Filter with a minimum asset amount to keep only funded plans.

Can I find companies that just launched or froze a plan? Yes. Sort by date received to surface the newest filings, use the frozen plan flag, or compare participant and asset changes across plan years.

Will I be charged for a run that finds nothing? No. Only real filings are billable, so an empty or failed run costs nothing.

How many filings can one run return? As many as you set. Very broad searches are split internally so the run reaches far beyond the single-query limit the public search imposes; if a search is broader than one run can exhaust, the log says so instead of silently truncating.

Export, API and AI agents (x402 + MCP)

Export the scraped data to JSON, CSV or Excel, pull it as a dataset through the Apify API, or wire it into your app with no code. This web scraper and data extractor also works for bulk data extraction and scheduled runs.

For AI agents: this Actor is available on x402, Apify's agentic payment standard built with Coinbase. An AI agent can discover, pay for and run it on its own with a funded wallet and a single HTTP request: no account, no subscription, no API key and no human in the loop. It also runs as an MCP tool inside Claude, Cursor and other AI clients out of the box. Learn more about x402 agentic payments on Apify.

Related scrapers

• SEC IAPD Investment Advisers Scraper
• SEC Form D Private Placements Scraper
• FINRA BrokerCheck Scraper

More scrapers at scrapers.lat

This actor is built and maintained by scrapers.lat, where we publish scrapers for public platforms: finance, news, real estate, jobs, e-commerce and government data. Browse the full catalog or ask us for a custom scraper at scrapers.lat.

---

This actor is an independent tool and has no affiliation with any government agency. It only accesses publicly available benefit plan filing data. Use the results in accordance with the source's terms.