Form 5500 Search

Search every U.S. retirement plan that filed a Form 5500.

917,000+ plans · 1.1M+ filings · $3.7T in assets · 106M participants. Free filtered search with fee grade, Schedule H financials, Schedule C provider compensation, and optional decision-maker enrichment.

What you can do on 401kHunter

  • Filter by fee grade A–D. Computed from Schedule H admin expenses divided by plan assets. Grade D plans (>1.5% fees) are the highest-leverage takeover targets.
  • See every Schedule C service provider. Provider name, EIN, services performed, direct compensation, indirect compensation, and the formula text (“0.45% of average daily balance”).
  • Unlock decision-maker contacts. Plan administrator, signer, and Apollo-resolved CFO/HR director with verified email and direct dial. One credit per plan, $25 to start.
  • NAICS-sector benchmarking. See how a plan’s expense ratio compares to industry peers, not just “all plans.”
  • Historical filings 2024+. Year-over-year asset, participant, and fee trends; multi-year amended-filing history.
  • Save searches and export. Re-run a saved filter set with one click to find newly-filed plans matching your criteria. CSV export of any unlocked plan.

Frequently asked: Form 5500 search

What is a Form 5500?

Form 5500 is the annual return that U.S. retirement plans (and many welfare benefit plans) must file with the Department of Labor under ERISA. It discloses the plan's sponsor, administrator, financials, service providers, and participant counts. The full filing — including Schedule H (large-plan financials), Schedule C (service provider fees), Schedule A (insurance contracts), and other schedules — is public record.

Where can I search Form 5500 filings for free?

The DOL's EFAST2 portal (efast.dol.gov) provides free single-plan lookup. 401kHunter provides free filtered search across all 917K+ plans with fee grades, Schedule H financials, and Schedule C provider data — no per-plan fee, no contract. Decision-maker contact unlock is the only paid feature.

How do I find a specific 401(k) plan's Form 5500?

Search by sponsor company name, plan administrator, EIN, or plan number on 401kHunter's search page. Filter by state, asset range, participant count, fee grade (A–D), and plan type (401k, pension, welfare).

What's the difference between Form 5500 and Form 5500-SF?

Form 5500 is the full version filed by large plans (typically 100+ participants). Form 5500-SF is the simplified version for small plans (<100 participants). Both are searchable on 401kHunter; large-plan filings include Schedule H financial detail and (often) Schedule C provider compensation.

Does Form 5500 disclose 401(k) admin fees and service-provider compensation?

Yes. Schedule H discloses total admin expenses (admin_expenses_amt) and total assets, which 401kHunter uses to compute fee grades. Schedule C discloses every service provider that received $5K+ in direct or indirect compensation, including provider name, EIN, services rendered, dollar amounts, and indirect-comp formula text (e.g. "0.45% of average daily balance").

How current is the Form 5500 data on 401kHunter?

DOL refreshes the Form 5500 bulk dataset weekly as new filings arrive. 401kHunter re-ingests on a monthly schedule, with manual refreshes when bulk file updates warrant. The current snapshot covers filing years 2024–2025; older years (2023 and earlier) have been pruned from the live database to keep query latency low.

Can I see Schedule C provider fees on 401kHunter?

Yes — 401kHunter is the only Form 5500 search tool that ingests all eight DOL Schedule C bulk sub-files (Part 1 Item 1, 2, 3 plus their service-code attachments, Part 2 refused-to-disclose providers, and Part 3 terminated accountants). On every plan you'll see the full provider list with direct comp $$, indirect comp $$, service codes, and the indirect-comp formula text. Many competitors only ingest the gutted summary file.

Search 917K Form 5500 filings free.

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Form 5500 Search — Free Plan Lookup with Fee Grades & Schedule C Detail · 401kHunter