Plan Data API

Find U.S. retirement plans (401(k), 403(b), pension and others) in public DOL Form 5500 filings, plan years 2021 onward, for prospecting, benchmarking and research: by company name (fuzzy, including former and DBA names), EIN, state, assets, participants, recordkeeper (any brand, matched to today's firm) or plan type. Each result: EIN and plan number, plan and sponsor name, assets, participants, current recordkeeper. Small plans (about 9 in 10) file no Schedule C, so no recordkeeper.

Sales triggers and change events across U.S. retirement plans, found by comparing each plan's consecutive public DOL Form 5500 filings: recordkeeper and advisor changes (compared by firm family, so rebrands aren't changes), auditor changes, new plans, mergers, terminations, late deposits and large asset jumps. Filters: EIN, state, event type, recordkeeper moved from and to, filing date, plan year, size, confidence; sortable by plan size. Each event has before/after values and a confidence.

Schedule C fee breakdown for one U.S. retirement plan from public DOL Form 5500 filings: pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis points, every provider with names as filed and normalized, direct and indirect pay, Schedule H expenses, and a completeness rating. Fees are floors: Schedule C omits providers under $5,000, employer-paid fees and fund expense ratios. Large plans only.

Sales triggers and change events across U.S. retirement plans, found by comparing each plan's consecutive public DOL Form 5500 filings: recordkeeper and advisor changes (compared by firm family, so rebrands aren't changes), auditor changes, new plans, mergers, terminations, late deposits and large asset jumps. Filters: EIN, state, event type, recordkeeper moved from and to, filing date, plan year, size, confidence; sortable by plan size. Each event has before/after values and a confidence.

Latest clean profile of one U.S. retirement plan from public DOL Form 5500 filings: identity and status, plan type and features, net assets and participants, average balance, approximate return, recordkeeper, advisors and auditor normalized to canonical firms and today's parent, headline fees in basis points, screening signals and data-quality flags. Derived numbers carry a confidence. Small plans file no Schedule C: no providers or fee breakdown.

Schedule C fee breakdown for one U.S. retirement plan from public DOL Form 5500 filings: pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis points, every provider with names as filed and normalized, direct and indirect pay, Schedule H expenses, and a completeness rating. Fees are floors: Schedule C omits providers under $5,000, employer-paid fees and fund expense ratios. Large plans only.

Every plan year (2021 onward) of one U.S. retirement plan from public DOL Form 5500 filings, amendments resolved: net assets, participants (flagged across the 2023 counting change), average balance, approximate return, why assets changed (contributions, investment return, distributions, expenses, transfers), fees in basis points, the year's recordkeeper, advisor and auditor, and the change events detected that year, such as recordkeeper switches.

Prospect lists of U.S. retirement plans from public DOL Form 5500 filings, for sales prospecting and market research: up to 100 plans per call by industry (DOL business code, matched from plain words), state, city, ZIP, size, plan type, inception date or recordkeeper. Each plan: plan and sponsor name, mailing address, EIN and plan number, industry, inception date, participants, net assets, form type, recordkeeper and primary advisor from Schedule C. Large filers by default. JSON or CSV.

Find U.S. retirement plans (401(k), 403(b), pension and others) in public DOL Form 5500 filings, plan years 2021 onward, for prospecting, benchmarking and research: by company name (fuzzy, including former and DBA names), EIN, state, assets, participants, recordkeeper (any brand, matched to today's firm) or plan type. Each result: EIN and plan number, plan and sponsor name, assets, participants, current recordkeeper. Small plans (about 9 in 10) file no Schedule C, so no recordkeeper.

Latest clean profile of one U.S. retirement plan from public DOL Form 5500 filings: identity and status, plan type and features, net assets and participants, average balance, approximate return, recordkeeper, advisors and auditor normalized to canonical firms and today's parent, headline fees in basis points, screening signals and data-quality flags. Derived numbers carry a confidence. Small plans file no Schedule C: no providers or fee breakdown.

Every plan year (2021 onward) of one U.S. retirement plan from public DOL Form 5500 filings, amendments resolved: net assets, participants (flagged across the 2023 counting change), average balance, approximate return, why assets changed (contributions, investment return, distributions, expenses, transfers), fees in basis points, the year's recordkeeper, advisor and auditor, and the change events detected that year, such as recordkeeper switches.

Prospect lists of U.S. retirement plans from public DOL Form 5500 filings, for sales prospecting and market research: up to 100 plans per call by industry (DOL business code, matched from plain words), state, city, ZIP, size, plan type, inception date or recordkeeper. Each plan: plan and sponsor name, mailing address, EIN and plan number, industry, inception date, participants, net assets, form type, recordkeeper and primary advisor from Schedule C. Large filers by default. JSON or CSV.