Form 5500 Lookup & Search — Find Any Plan's Filing Free
Every ERISA-covered retirement and health plan files a Form 5500 with the U.S. Department of Labor each year, and those filings are public record — so you can look up almost any U.S. company's plan and see its assets, participants, service providers, and filing history. Start your lookup right here:
Last updated June 8, 2026
Form 5500 lookup vs. Form 5500 search — same thing
A Form 5500 lookup and a Form 5500 search are the same task: finding a specific employer's filing in the public DOL record. Use the box above to look up a plan by company name, EIN, or plan name across ~2.9 million filings — free, no account required.
Find any plan by company name, EIN, or plan name — see assets, participants, recordkeeper, custodian, advisor, and filing history. Free, no account required.
Start your Form 5500 lookupHow to look up a Form 5500 across every public source
Because Form 5500 filings are public, there's more than one place to find them. Here's where each source helps, from fastest to most official:
- This tool — the fastest Form 5500 lookup: one deduped record per plan, with assets, participants, providers, and parsed holdings surfaced. No login.
- DOL EFAST2 (efast.dol.gov) — the official source. Retrieves the raw filed PDF/return, but is built for filing retrieval, not fast research. See how the DOL's EFAST2 search works.
- FreeERISA — a long-standing directory; see our FreeERISA alternative for how it compares.
- DOL Retirement Savings Lost and Found — for participants tracking down an old account; see how to find a lost 401(k).
What you can find in a Form 5500 search
A single filing reveals a surprising amount about a plan:
- Plan sponsor — the employer, with address and EIN
- Plan name and number — to distinguish multiple plans under one sponsor
- Participant counts — active, retired, and separated participants
- Total assets — plan size at year-end
- Service providers — recordkeeper, custodian, TPA, advisor, and auditor (from Schedule C)
- Insurance carriers — from Schedule A
- Filing history — multiple years of filings for the same plan
For what each field means, see our guide to what's on a Form 5500.
How to search Form 5500 filings (3 ways)
1. By company / sponsor name. The most common search — type the employer's name to pull its plan(s). Useful for researching a specific company's retirement or health benefits.
2. By EIN. The most precise search. A plan sponsor's 9-digit Employer Identification Number uniquely identifies it, so an EIN search avoids name-matching ambiguity.
3. By plan name. When you know the plan's name (e.g., "Acme Corp 401(k) Plan") but not the exact sponsor entity.
Who uses Form 5500 search — and why
- Plan sponsors & HR — benchmark your plan against peers; confirm what comparable companies report.
- Financial advisors & providers — research plans, incumbents, fees, and providers (a prospecting and benchmarking goldmine, since the data is public).
- Employees & participants — find a plan administrator's contact info, including to track down an old 401(k).
- Auditors, attorneys, researchers — due diligence, compliance review, and market research.
Form 5500 search vs. the official DOL / EFAST2 tool
The government's EFAST2 system (efast.dol.gov) is the official source and is free — but it's built for retrieving raw filings, not for fast, friendly research. The practical differences:
| Official EFAST2 | This tool | |
|---|---|---|
| Cost | Free | Free |
| Login required | No | No |
| Search by company/EIN/plan | Yes | Yes |
| Clean, deduped results | Raw filings | One record per plan, latest filing surfaced |
| Providers, assets at a glance | Buried in the PDF | Shown in the results |
| Filing history view | Manual | Consolidated |
Both pull from the same public DOL data — the difference is speed and readability.
Look up a real Form 5500 filing
A few of the largest plans in the public DOL data. Open any one to see its assets, participants, providers, and holdings — or run your own lookup above.
| Plan / sponsor | Assets | Participants |
|---|---|---|
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY 401(K) RETIREMENT PLAN · WA | $73.9B | 143,146 |
| MICROSOFT CORPORATION MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN · WA | $65.6B | 123,878 |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA 401(K) PLAN · NC | $62.9B | 168,229 |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN · NY | $60.4B | 49,030 |
| RTX CORPORATION RTX SAVINGS PLAN · CT | $58.6B | 123,327 |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY 401(K) PLAN · MN | $57.9B | 167,176 |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN · WA | $56.4B | 231,353 |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE 401(K) SAVINGS PLAN · NJ | $52.9B | 185,310 |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN · MD | $51.4B | 94,445 |
| WALMART INC. WALMART 401(K) PLAN · AR | $50.8B | 1,670,732 |
Frequently asked questions
Enter the company name, EIN, or plan name in the search box and open the matching plan. You'll see its assets, participants, service providers, and filing history — pulled from the public DOL EFAST2 record. It's free with no login.
Yes — they're two names for the same task: finding an employer's filing in the public DOL data by company name, EIN, or plan name.
Yes. Once filed and accepted through EFAST2, Form 5500 filings (with narrow exceptions) are public record and searchable online.
Yes — search by sponsor/company name, EIN, or plan name. EIN is the most precise.
Yes. This tool and the official DOL EFAST2 system are both free. This tool adds no login and a cleaner, consolidated view.
Structured filing data is available for recent years (this tool covers the most recent plan years); the DOL maintains historical filings through EFAST2.
Yes — service providers are reported on Schedule C and shown in the results where available.