--- title: "Form 5500 Search & Lookup — Free 5500 Filing Database" description: "Search 2.9M Form 5500 filings free. See which plans hold a fund, or unlock a plan's decision-makers. Pro is $49/mo." image: "https://form5500search.com/opengraph-image?1e77580f3573c6b4" --- Built on 2.9M DOL Form 5500 filings # Free Form 5500 search Know the plan better than the advisor who has it. Every U.S. employer files a Form 5500 for its 401(k) — we turn 2.9 million of those DOL filings into who to call, why, and how to pitch them. Look up any company's ERISA 5500 filing by name, EIN, or plan name — free, with a few contact unlocks on us; $49/mo for more. Search Try: Starbucks Tesla Whole Foods Marriott [See who holds a fund Top 10 holders are free. Pro unlocks the full ranked list and CSV.](/funds)[Unlock a plan's decision-makers Search any filing free. $3 reveals email + LinkedIn for that employer.](/search) - Free forever to search - No card to start - Every decision-maker per unlock - Never charged for a contact we can't find Built on 2.9M public DOL filings, sourced from EFAST2 ● form5500.app/search?q=microsoft Search company, plan, or EIN… CSV Sort: Assets Sponsor / Plan Assets Microsoft Corporation Microsoft Savings Plus 401(k) Plan Plan health score 63 / 100 Grade C Below same-size peers on cost and vendor stack. Compliance & integrity 78 Admin cost 41 Participant health 66 Vendor stack 58 Why to call - Fees above same-size peer median (0.74% vs 0.41%) - Recordkeeper changed in 2024 Decision-maker contacts CFO / Head of HR / Benefits — verified email + LinkedIn. Unlocked 48 of 50 reveals remaining this month Name Title Email Jordan Avery Chief Financial Officer jordan.avery@company.com Morgan Ellis VP, Human Resources m.ellis@company.com Riley Carter Director of Benefits name@company.com The whole U.S. retirement market, in one search box 2.9M Form 5500 filings 465k+ indexed plan pages $13T+ plan assets tracked 2022–2024 plan years, refreshed Same public data. Not the same depth. ## See the whole plan before you call. Fees, funds, the full provider stack, and every decision-maker — not just a name on a list. A lead list Fee grade + one contact, metered per field - A single A–D fee grade - One contact, and the email costs extra credits - No fund holdings — can't tell you what a plan owns - Credits to count; pay again for the next field Form 5500 Search $49/mo, flat The whole plan, every decision-maker, one flat price - Full provider stack + 0–100 health score + peer fee benchmarks - Every plan's actual fund holdings — and every plan holding your fund - Every decision-maker per unlock (signer · CFO · HR · benefits), permanent - Unlimited CSV of fund-holder lists and search results The incumbents Judy Diamond, fi360, ErisaPedia — $2,400–$7,000/seat/yr - Annual seat license, sales-led onboarding - Powerful, but priced for enterprise teams - No pay-as-you-go on-ramp - Same underlying filings you can search here free How advisors prospect with it ## Find the plans, see the details, reach the decision-maker. Filter 2.9 million filings by state, industry, assets, and provider. Every plan comes with its fees, funds, and provider history — and the contacts who sign. 01 — Find ### Surface the plans worth your time Filter 2.9M filings by state, industry, assets, recordkeeper, custodian, or auditor — or open a curated list of plans that just changed hands. Search company, plan, or EIN… Export CSV Showing 50 of 952,567 · plan year 2024 Sort: Assets (EOY) Sponsor / Plan Participants Assets The Boeing Co. Boeing Company 401(k) Retirement Plan assets Manufacturing 143,146 $73.9B Microsoft Corporation Microsoft Savings Plus 401(k) Plan assets Tech / Media 123,878 $65.6B Bank of America Corporation Bank of America 401(k) Plan assets Holding Cos. 168,229 $62.9B IBM Corporation IBM 401(k) Plan assets Prof. Services 49,030 $60.4B Google LLC Google LLC 401(k) Savings Plan assets Tech / Media 114,321 $48.7B 02 — Qualify ### Know exactly why to call Every plan gets a 0–100 health score, fee benchmarks vs. peers, the full provider stack, and the funds it holds. You arrive knowing more than the incumbent. Plan health score 63 / 100 Grade C Below same-size peers on cost and vendor stack. Compliance & integrity 78 Admin cost 41 Participant health 66 Vendor stack 58 Knocking points off - Fees above same-size peer median (0.74% vs 0.41%) - Recordkeeper changed in 2024 - Auditor changed year over year 03 — Reach ### Get to the person who signs Reveal the CFO, HR, or benefits decision-maker with a verified email and LinkedIn, then export the whole list to your CRM. Decision-maker contacts CFO / Head of HR / Benefits — direct email + LinkedIn for the sponsor. Find decision makers 48 of 50 reveals remaining this month Name Title Email Jordan Avery Chief Financial Officer jordan.avery@company.com Morgan Ellis VP, Human Resources m.ellis@company.com Riley Carter Director of Benefits name@company.com [Search a company free](/search) The one thing a lead list can’t do ## See exactly what a plan holds, and every plan that holds your fund. We parse the Schedule of Assets out of each Form 5500 filing — the one thing a fee grade and a contact list can’t tell you. Open any plan to read its actual investment line items, or look up a fund family to pull every plan invested in it, ranked by dollars held. For an asset manager or wholesaler, that is a distribution map: which plans already own your funds, how large each position is, and which plans run a competitor’s lineup instead. - Every line item in a plan's Schedule of Assets, with position sizes - Reverse lookup: every plan holding a fund family, ranked by dollars - The recordkeeper and advisor sitting behind each position - Export the full holder list for territory and account planning [Explore fund holdings](/plan/922039108/001-brandywine-large-cap-brandywine-large-cap) Browse plans by fund family [Vanguard](/fund/vanguard)[Fidelity](/fund/fidelity)[BlackRock / iShares](/fund/blackrock-ishares)[State Street / SPDR](/fund/state-street-spdr)[T. Rowe Price](/fund/t-rowe-price)[American Funds (Capital Group)](/fund/american-funds)[JPMorgan](/fund/jpmorgan)[PIMCO](/fund/pimco)[Goldman Sachs](/fund/goldman-sachs)[Morgan Stanley](/fund/morgan-stanley)[Schwab](/fund/schwab)[Invesco](/fund/invesco)[Franklin Templeton](/fund/franklin-templeton)[MFS](/fund/mfs)[John Hancock](/fund/john-hancock)[Principal](/fund/principal)[TIAA / Nuveen](/fund/tiaa-nuveen)[MetLife](/fund/metlife) ### Search filings free. Pay only for the list or the unlock. Straight answers ## The questions worth asking before you switch. Where does the data come from? + Every U.S. employee benefit plan with 100+ participants files a Form 5500 annual return/report each year with the Department of Labor, IRS, and PBGC. These Forms 5500 series returns/reports are submitted through the DOL's EFAST2 electronic filing system and are public record. We ingest, normalize, score, and parse the Schedule of Assets out of them — plan years 2022–2024, refreshed as new filings land, with the 2026 Form 5500 series added as the agencies release it. How do I look up or search a company's Form 5500? + Use the free Form 5500 search box above: enter a company name, EIN, or plan name to run an instant Form 5500 lookup across ~2.9 million DOL filings. Each result opens a plan page with assets, participants, service providers, and the fund holdings from the IRS/DOL Form 5500 annual return/report — no login required. How is this different from a lead list like 401kHunter? + A lead list gives you a fee grade and one contact, and meters you per field — the email costs extra credits on top of the financials. We hand you the whole plan: the full provider stack, a 0–100 health score, peer fee benchmarks, the funds it actually holds, and every decision-maker who signs (plan signer, CFO, HR, benefits) — one flat unlock, permanent. The fund-holdings view in particular is something a lead list structurally can't do. What does a contact unlock actually include? + One unlock reveals every key decision-maker for that plan — not just a single name — each with a verified work email and LinkedIn. Unlocks are permanent: re-open the plan anytime and it never re-bills. Pro includes 50 unlocks a month; you can also buy credits à la carte, and they never expire. What if a plan I unlock comes back with no contact? + You're never charged for a contact we can't find. If a lookup returns no valid decision-maker, the unlock isn't billed — no support ticket, no credit burned. Is this compliant for cold outreach? + Form 5500 filings are public records under ERISA §104, published by the DOL. We don't provide legal or compliance advice — you're responsible for following TCPA, CAN-SPAM, and FINRA/SEC marketing rules, and we recommend clearing any outbound program with your firm's CCO. Do I have to talk to sales or sign an annual contract? + No. Search is free with no card. Pro is $49/month, month-to-month, cancel anytime from billing settings — no seat licenses and no sales call, unlike the enterprise incumbents. ## Browse Form 5500 data ### Plans by state [Alabama](/plans/state/al)[Alaska](/plans/state/ak)[Arizona](/plans/state/az)[Arkansas](/plans/state/ar)[California](/plans/state/ca)[Colorado](/plans/state/co)[Connecticut](/plans/state/ct)[Delaware](/plans/state/de)[District of Columbia](/plans/state/dc)[Florida](/plans/state/fl)[Georgia](/plans/state/ga)[Hawaii](/plans/state/hi)[Idaho](/plans/state/id)[Illinois](/plans/state/il)[Indiana](/plans/state/in)[Iowa](/plans/state/ia)[Kansas](/plans/state/ks)[Kentucky](/plans/state/ky)[Louisiana](/plans/state/la)[Maine](/plans/state/me)[Maryland](/plans/state/md)[Massachusetts](/plans/state/ma)[Michigan](/plans/state/mi)[Minnesota](/plans/state/mn)[Mississippi](/plans/state/ms)[Missouri](/plans/state/mo)[Montana](/plans/state/mt)[Nebraska](/plans/state/ne)[Nevada](/plans/state/nv)[New Hampshire](/plans/state/nh)[New Jersey](/plans/state/nj)[New Mexico](/plans/state/nm)[New York](/plans/state/ny)[North Carolina](/plans/state/nc)[North Dakota](/plans/state/nd)[Ohio](/plans/state/oh)[Oklahoma](/plans/state/ok)[Oregon](/plans/state/or)[Pennsylvania](/plans/state/pa)[Rhode Island](/plans/state/ri)[South Carolina](/plans/state/sc)[South Dakota](/plans/state/sd)[Tennessee](/plans/state/tn)[Texas](/plans/state/tx)[Utah](/plans/state/ut)[Vermont](/plans/state/vt)[Virginia](/plans/state/va)[Washington](/plans/state/wa)[West Virginia](/plans/state/wv)[Wisconsin](/plans/state/wi)[Wyoming](/plans/state/wy)[Puerto Rico](/plans/state/pr)[Guam](/plans/state/gu)[U.S. Virgin Islands](/plans/state/vi)[American Samoa](/plans/state/as)[Northern Mariana Islands](/plans/state/mp) ### Plans by industry [Agriculture, Forestry, Fishing, Hunting](/plans/industry/11)[Mining, Quarrying, Oil & Gas](/plans/industry/21)[Utilities](/plans/industry/22)[Construction](/plans/industry/23)[Manufacturing](/plans/industry/31-33)[Wholesale Trade](/plans/industry/42)[Retail Trade](/plans/industry/44-45)[Transportation & Warehousing](/plans/industry/48-49)[Information / Tech / Media](/plans/industry/51)[Finance & Insurance](/plans/industry/52)[Real Estate](/plans/industry/53)[Professional & Technical Services](/plans/industry/54)[Management of Companies / Holdings](/plans/industry/55)[Admin Support & Waste Mgmt](/plans/industry/56)[Educational Services](/plans/industry/61)[Health Care & Social Assistance](/plans/industry/62)[Arts, Entertainment, Recreation](/plans/industry/71)[Accommodation & Food Services](/plans/industry/72)[Other Services (ex. Public Admin)](/plans/industry/81)[Public Administration](/plans/industry/92) ### Form 5500 guides [What Is Form 5500?](/guides/what-is-form-5500)[Form 5500 Due Date 2026 — Deadlines, Extensions & Penalties](/guides/form-5500-due-date)[Form 5500 Schedule C Explained: Service Provider Fees](/guides/schedule-c-explained)[Form 5500 Schedule A Explained: Insurance Information](/guides/schedule-a-explained)[Form 5500 Codes: Plan Characteristic & Service Provider Codes](/guides/form-5500-codes)[How to Find a Company's 401(k) Provider](/guides/find-401k-provider)[A Free FreeERISA Alternative for Form 5500 Search](/guides/freeerisa-alternative)[Judy Diamond Alternative — Free 401(k) Plan Prospecting](/guides/judy-diamond-alternative)[Form 5500 Lookup & Search — Find Any Plan's Filing Free](/guides/form-5500-search)[DOL Form 5500 Search — How the EFAST2 Tool Works](/guides/dol-form-5500-search)[How to Find a Lost 401(k) From an Old Job (2026 Guide)](/guides/how-to-find-a-lost-401k)[Form 5500 Instructions — How to Fill Out & File (2026)](/guides/form-5500-instructions)[Who Must File Form 5500 (and Who Is Exempt)?](/guides/who-must-file-form-5500)[Form 5500-SF Explained: Who Files the Short Form](/guides/form-5500-sf)[457(b) Plans Explained: Rules, Limits & Form 5500 Filing](/guides/457b-plan)[401(k) Audit Requirements: When Your Plan Needs an Independent Audit](/guides/401k-audit-requirements)[Employee Benefit Plan Audit: When ERISA Requires an Independent Audit](/guides/employee-benefit-plan-audit)[Employee Benefits Compliance Checklist for Plan Sponsors](/guides/employee-benefits-compliance-checklist)[Do You Get a 1099-R for Your 401(k)? Distributions, Rollovers & Taxes](/guides/401k-1099-r)[What Is a 401(k) Plan Sponsor? Definition & How to Find One](/guides/401k-plan-sponsor)[Who Is the Plan Sponsor of a 401(k)? How to Find Yours](/guides/who-is-the-plan-sponsor-of-a-401k)[401(k) Plan Sponsor vs. Plan Administrator: The Difference](/guides/plan-sponsor-vs-plan-administrator)[401(k) Plan Sponsor Responsibilities & Fiduciary Duties](/guides/401k-plan-sponsor-responsibilities)[What Is a 401(k) Plan Administrator? Role & How to Find It](/guides/401k-plan-administrator)[The 401(k) Form 5500 FAQ](/guides/form-5500-faq) ```json {"@context":"https://schema.org","@graph":[{"@context":"https://schema.org","@type":"WebSite","@id":"https://form5500search.com/#website","url":"https://form5500search.com","name":"Form 5500 Search","description":"Search 2.9M Form 5500 filings free. See which plans hold a fund, or unlock a plan's decision-makers. 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