Form 5500 Filings
800k+ employee benefit plans with assets and provider intelligence
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 Identify plans with outdated investment lineups.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.
Get Access
800,000+ records ready to use. Start building your list now.
Created by
Dow Jones
General Manager, Emerging Data Products
Data Overview
- Records
- 800,000+
- Coverage
- United States
- Update Frequency
- Annual
Key Attributes
- Plan sponsor identification
- Plan type and features
- Total plan assets
- Participant count
- Service providers
- Investment options
- Filing history
Common Use Cases
- Retirement plan services
- Benefits consulting
- Investment management
- HR technology sales