Every U.S. retirement and benefit plan, in one CSV per state.
Free downloads of the cleaned-up, query-ready Form 5500 universe — sponsor identity, location, NAICS, participants, assets, premiums, carriers, brokers. Sourced directly from the U.S. Department of Labor and refreshed every month.
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.
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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.