Every Form 5500 plan on file. Three years deep.
Type a plan name, an employer name or a nine-digit EIN. Results show each plan’s newest filing; open one for every year on record.
Newest filings on file
The last filings the Department of Labor received before this data was taken.
| Plan · Sponsor | Where | People | Received |
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Plans you opened
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Plans by NAICS sector
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Providers by plan count
| Provider as named on filings | Plans | Participants | Assets |
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Plans
| Score | Plan · Sponsor | Location | Plan year | Participants | Assets | Industry · Size |
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How this filing ranks
Compliance and design
Answers on the filing. A dim light means the filing carries no answer.
Where this plan sits
| Cohort | Plans | Employer / active | Employee / active | Balance / active | Auto-enroll code | Late deposits |
|---|
Every plan year on file
Findings
Changes outside the normal range, by fixed rules: participants 20% and 3 people; assets down 20%; distributions over contributions by 20% of starting assets; average contributions 50% and $500; employer contributions started or stopped; a 10% and 3-person gap between one year’s end and the next year’s start.
Side by side
An advisor’s overview
Written on request from the plan’s filings across the years on file and its peer cohorts. One call; kept for the next advisor who opens this plan.