My Plan Facts

Find the annual report of an employer retirement plan

Form 5500 filings, plan years 2009 to 2025

A 401(k), 403(b) or pension plan with 100 or more participants files Form 5500 each year. The site shows the figures of each filing.

The finder has 83,678 entries. An EIN has nine digits, for example 12-3456789.

Filings received through
Plan years on file
2009 to 2025
Plans with a page
76,506
Source
Department of Labor, Form 5500 datasets

What a plan page shows

Employer contributionsThe total for the plan year, and the amount for each active participant
Schedule H
Participant contributionsThe total, and the amount for each active participant
Schedule H
FeesAdministrative expenses of the plan, and compensation to service providers
Schedules H and C
Assets and participantsFor each plan year on file, from 2009
Form 5500
Position of the planAmong plans of the same type and size
Percentile

Each figure has its plan year. A filing shows a plan year that ended 7 to 20 months before.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

In the latest update

The site recorded the update on . The files have the filings that the Department of Labor received through .

  • 42,958 plans have a filing for a later plan year.
  • 3,561 plans have a page for the first time.
  • 15 plans have no page now.
  • The number of participants changed in 42,174 plans.
  • Net assets changed by 5% or more in 37,706 plans.
  • Employer contributions changed in 39,205 plans.

Plans by state

A plan is in the state of the address of its sponsor.

Plans by industry

Plans by size

Service providers

Organisations that 25 or more plans name on Schedule C, in the order of their names.

Employers with two or more plans

Findings

Questions about the whole market, each with a ranked table.

The edition of November 2026 keeps these figures as they are this month. Every monthly edition.

For news sites and blogs: embed a card of the figures of a plan, an employer or a state.

Guides