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.
- Free forever to search
- No card to start
- Every decision-maker per unlock
- Never charged for a contact we can't find
| Sponsor / Plan | Assets |
|---|---|
- Fees above same-size peer median (0.74% vs 0.41%)
- Recordkeeper changed in 2024
| Name | Title | |
|---|---|---|
Jordan Avery | Chief Financial Officer | [email protected] |
Morgan Ellis | VP, Human Resources | [email protected] |
Riley Carter | Director of Benefits | [email protected] |
The whole U.S. retirement market, in one search box
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 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
- 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
- Change-event lead lists: recordkeeper changed, auditor dropped, asset drops
- Unlimited CSV export to your CRM — no credit meter
- 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
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.
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.
| Sponsor / Plan | Participants | Assets |
|---|---|---|
The Boeing Co. Boeing Company 401(k) Retirement Plan assetsManufacturing | 143,146 | $73.9B |
Microsoft Corporation Microsoft Savings Plus 401(k) Plan assetsTech / Media | 123,878 | $65.6B |
Bank of America Corporation Bank of America 401(k) Plan assetsHolding Cos. | 168,229 | $62.9B |
IBM Corporation IBM 401(k) Plan assetsProf. Services | 49,030 | $60.4B |
Google LLC Google LLC 401(k) Savings Plan assetsTech / Media | 114,321 | $48.7B |
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.
- Fees above same-size peer median (0.74% vs 0.41%)
- Recordkeeper changed in 2024
- Auditor changed year over year
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.
| Name | Title | |
|---|---|---|
Jordan Avery | Chief Financial Officer | [email protected] |
Morgan Ellis | VP, Human Resources | [email protected] |
Riley Carter | Director of Benefits | [email protected] |
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
Ready-made searches for plans likely to change advisors.
The highest-signal searches, kept one click away — plans that changed recordkeeper or auditor, lost assets, or pay high fees — ranked by assets and ready to export.
Their stack is in flux — call before it hardens.
25–30% convert when reached within 90 days.
Your distribution map, ranked by dollars held.
Distress, M&A, or termination — a reason to call.
Walk in with a fee-benchmark pitch.
A provider stonewalled — the sponsor is ready.
Your turn to win the next one.
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.