About Form 5500 Search

Every year, employee benefit plans covered by ERISA file a Form 5500 with the Department of Labor, IRS, and PBGC. Those filings are public record, published through the DOL’s EFAST2 system — but they ship as sprawling, schema-heavy datasets that are effectively unreadable without specialized tooling. We ingest roughly 2.9 million of those filings (plan years 2022–2024), normalize them, link the related schedules together, parse the Schedule of Assets out of filing PDFs, and present each plan as a single, plain-English page: assets, participants, service providers, recordkeepers, fees, and the funds the plan actually holds.

All plan data derive from the DOL EFAST2 public release of Form 5500 and Form 5500-SF and their attached schedules. We do not buy, license, or scrape proprietary data into the plan-level record. The canonical source is the DOL EFAST2 Form 5500 datasets. Where we compute something on top of the raw filing — most notably the 0–100 Plan Health Score — the exact derivation, thresholds, and limitations are documented in full on our methodology page.

• Public records only.Every figure on a plan page can be traced back to that plan’s own DOL filing. We link to the original where it helps.
• Affirmative evidence, never inference. Our scoring penalizes only problems a filer affirmatively reported in a structured field. Data we could not extract never counts against a plan, and the score reports its own confidence.
• We show our work. Definitions, scoring weights, peer cohorts, and what the data does not measure are all published on the methodology page rather than hidden behind a black box.
• Corrections welcome. DOL filings can contain errors. If a number looks wrong, tell us the plan and what looks off at [email protected] and we’ll flag or fix what we can.

Form 5500 Search is independent and is not affiliated with, endorsed by, or sponsored by the U.S. Department of Labor or any government agency. We are not a law firm, broker-dealer, or investment adviser, and nothing on the site is legal, tax, or investment advice.

Searching the data is free, with no account required. The site is funded by an optional Pro subscription ($49/month) that unlocks full provider stacks, fund-holder lists, decision-maker contacts, and CSV export. That model — rather than ads or data resale — is what lets us keep the underlying public data open to everyone.

Questions, data corrections, or press: email [email protected] or use the contact page.