PlanOptica

New York Retirement Plans

Download data on 64,210 New York 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: 64,210 plans · 28.3 MB · CSV
Every row includes a planoptica_url link to the plan page and a pdf_url link to the filed Form 5500 PDF.
64,210
Plans
13,486,525
Total participants
$1.2T
Total assets
PREVIEW

Largest plans in New York

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 New York

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

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Browse New York plans interactively

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

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