PlanOptica

Minnesota Retirement Plans

Download data on 16,690 Minnesota retirement plans from the latest U.S. Department of Labor Form 5500 filing year. One row per plan, plain UTF-8 CSV.

FILES
Sample: 20 plans, ~5 KB · CSV
Full file: 16,690 plans · 7.4 MB · CSV
Every row includes a planoptica_url link to the plan page and a pdf_url link to the filed Form 5500 PDF.
16,690
Plans
5,050,567
Total participants
$481.0B
Total assets
PREVIEW

Largest plans in Minnesota

These five, plus the next 15, make up the free sample CSV. The full file extends through every 401(k), pension, profit-sharing, ESOP, and SIMPLE plan filed in the state.

Custom slices for Minnesota

We build custom datasets for advisors and recordkeepers: Minnesota carriers ranked by share, prospect lists filtered to your ICP, longitudinal cohorts, anything we can express against the warehouse.

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Browse Minnesota plans interactively

Search, filter, and rank inside the app. 30+ facets, peer benchmarks, and per-plan PDF links.

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