# Form 5500 Filings

> 800k+ employee benefit plans with assets and provider intelligence

**Source:** https://gtm.ai/marketplace/gtm-data/form-5500-filings

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## Overview

Comprehensive intelligence from 800k+ Form 5500 filings covering employee benefit plans across the United States. Understand plan sponsors, assets under management, participant counts, and service provider relationships.

## Key Data Points

- **Plan Sponsor**: Company information linked to ZoomInfo profiles
- **Plan Details**: Plan type (401k, pension, health), features, and eligibility
- **Financials**: Total assets, contributions, and distributions
- **Participants**: Active participants, retirees, and beneficiaries
- **Providers**: Recordkeepers, trustees, investment managers, and advisors
- **History**: Multi-year filing history for trend analysis

## Use Cases

### Retirement Plan Services
Target plan sponsors based on assets, participant count, or current provider relationships. Identify plans up for review or showing provider changes.

### Benefits Consulting
Find companies with specific plan types or features. Identify plans with compliance issues or optimization opportunities.

### Investment Management
Target plans based on asset levels and investment structure. Identify plans with outdated investment lineups.

### HR Technology
Correlate benefits data with company size and growth signals to target HR technology solutions.