Download plan data by state.
Cleaned, query-ready CSVs of the Form 5500 universe: sponsor identity, location, NAICS, participants, assets, premiums, carriers, brokers. Sourced from the U.S. Department of Labor and refreshed monthly.
U.S. Retirement Plans
401(k), 403(b), pension, profit-sharing, ESOP, money-purchase, and SIMPLE plans. One row per plan: sponsor, NAICS, participants, assets, contribution flows, plus a link to the plan page and the filed Form 5500 PDF.
U.S. Employee Benefit Plans
Health, dental, vision, life, disability, drug, and stop-loss plans. One row per plan: funding type, primary carrier, primary broker, premiums, benefit-line flags, plus a link to the plan page and the filed Form 5500 PDF.
How the downloads work
Custom slices on request
Bulk pulls, prospect lists tuned to your ICP, longitudinal cohorts, market sizing, recurring deliverables. Anything we can express against the warehouse.
Search instead of download
The same data is searchable inside the app: 30+ filter facets, a decade of history, peer benchmarks, and per-plan PDF links.
Source data is in the public domain (5 U.S.C. § 105). PlanOptica cleans field names, normalizes NAICS, joins multi-form filings, and resolves carrier and broker names. Those derived columns are licensed for personal and commercial use under attribution.