Browse All Retirement Plans

Explore 402,674 employer retirement plans from DOL Form 5500 filings. Includes 401(k), pension, ESOP, and profit-sharing plans.

Plan Participants
University of San Diego Defined Contribution Retirement Plan
University of San Diego
2,690
University of San Francisco Defined Contribution Retirement Plan
University of San Francisco
1,560
University of San Francisco Voluntary Retirement Plan
University of San Francisco
1,665
University of San Francisco Voluntary Retirement Plan
University of San Francisco
1,726
University of San Francisco Defined Contribution Retirement Plan
University of San Francisco
1,757
University of San Francisco Voluntary Retirement Plan
University of San Francisco
2,889
University of San Francisco Defined Contribution Retirement Plan
University of San Francisco
2,828
Retirement Plan for Clerical and Maintenance Employees of the University of Scranton
University of Scranton
253
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
University of Scranton
595
The University of Scranton Mandatory Tax Deferred Annuity Plan
University of Scranton
622
The University of Scranton 403(b) Plan
University of Scranton
699
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
University of Scranton
632
Retirement Plan for Clerical and Maintenance Employees of the University of Scranton
University of Scranton
286
University of Sioux Falls 403(b) Plan
University of Sioux Falls
187
University of Sioux Falls 403(b) Plan
University of Sioux Falls
201
University of Sioux Falls 403(b) Plan
University of Sioux Falls
328
University of Southern California Support Staff Retirement Plan
University of Southern California
1,903
Keck Medicine of Usc 401(k) Retirement Plan
University of Southern California
3,485
University of Southern California Defined Contribution Retirement Plan
University of Southern California
20,087
University of Southern California Tax-Deferred Annuity Plan
University of Southern California
22,632
Keck Medicine of Usc 401(k) Retirement Plan
University of Southern California
3,698
University of Southern California Defined Contribution Retirement Plan
University of Southern California
20,136
University of Southern California Support Staff Retirement Plan
University of Southern California
1,750
University of Southern California Tax-Deferred Annuity Plan
University of Southern California
21,764
University of Southern California Support Staff Retirement Plan
University of Southern California
1,616
University of Southern California Tax-Deferred Annuity Plan
University of Southern California
20,886
Keck Medicine of Usc 401(k) Retirement Plan
University of Southern California
3,941
University of Southern California Defined Contribution Retirement Plan
University of Southern California
19,806
University of St. Augustine for Health Sciences 401(k) Retirement Savings Plan
University of St. Augustine for Health Sciences, LLC
1,022
University of St. Augustine for Health Sciences 401(k) Retirement Savings Plan
University of St. Augustine for Health Sciences, LLC
1,041
University of St. Augustine for Health Sciences 401(k) Retirement Savings Plan
University of St. Augustine for Health Sciences, LLC
1,004
University of St. Thomas Retirement Plan
University of St. Thomas
2,317
University of St. Thomas 403(b) Retirement Plan
University of St. Thomas
751
University of St. Thomas Retirement Plan
University of St. Thomas
2,481
University of St. Thomas 403(b) Retirement Plan
University of St. Thomas
752
University of St. Thomas 403(b) Retirement Plan
University of St. Thomas
869
University of St. Thomas Retirement Plan
University of St. Thomas
2,357
University of Tampa Defined Contribution Retirement Plan
University of Tampa
787
University of the Ozarks Defined Contribution Retirement Plan
University of the Ozarks
432
University of the Ozarks Defined Contribution Retirement Plan
University of the Ozarks
441
University of the Pacific Defined Contribution Plan
University of the Pacific
1,966
University of the Pacific Defined Contribution Plan
University of the Pacific
2,969
University of the Pacific Defined Contribution Plan
University of the Pacific
3,107
University of the Sciences Retirement Plan
University of the Sciences in Philadelphia
468
University of the Southwest 403(b) Retirement Plan
University of the Southwest
104
University of Vermont Foundation 403(b) Plan
University of Vermont and State Agricultural College Foundation, Inc.
76
University of Vermont Foundation 403(b) Plan
University of Vermont and State Agricultural College Foundation, Inc.
81
University of Virginia Community Credit Union, Inc. 401(k) Plan and Trust
University of Virginia Community Credit Union, Inc.
232
University of Virginia Community Credit Union, Inc. 401(k) Plan and Trust
University of Virginia Community Credit Union, Inc.
254
University of Virginia Community Credit Union, Inc. 401(k) Plan and Trust
University of Virginia Community Credit Union, Inc.
260

Why Form 5500 Data Matters for Retirement Planning

Form 5500 is the annual return that virtually every private-sector retirement plan in the United States files with the Department of Labor. The filing covers funding, participant counts, plan investments, fees, service providers, and corrective contributions. Because the data is collected for regulatory oversight rather than marketing, it is one of the most consistent windows into the retirement economy: the same questions are asked of plans across all industries and all states, year after year. That consistency makes it possible to compare plans, sponsors, and markets on equal footing, a kind of comparability that voluntary survey data and vendor brochures cannot provide.

PlainRetire reorganizes the Form 5500 universe so a participant, employer, or analyst can ask everyday questions of the dataset without reading thousands of pages of agency documentation. Browsing by state surfaces concentration patterns: where pension assets sit, which states host the largest 401(k) sponsors, where retirement coverage trails the national average. Browsing by industry reveals the structural difference between sectors that historically relied on defined-benefit pensions and sectors that adopted defined-contribution plans early. Browsing by plan size highlights both the largest sponsors, typically Fortune 500 employers and multi-employer Taft–Hartley funds, and the long tail of small plans that collectively cover millions of workers.

What This Hub Page Aggregates

Each hub page on PlainRetire is a navigable index into the underlying database. The page shows summary counts, the most recent Form 5500 vintage, and direct links to individual plan detail pages. Detail pages carry the canonical filings, schedules where applicable, and audit trail back to the DOL's EFAST2 disclosure portal. Where the underlying dataset supports it, hub pages also expose key aggregates: total participant counts, aggregate assets, plan-type breakdowns (401(k), pension, profit-sharing, ESOP), and changes over the most recent reporting period.

Plan data is updated as DOL releases new annual Form 5500 datasets. Filings have a roughly seven-month lag from plan year end, so the most recent vintage typically reflects the previous full calendar year. This lag is inherent to the disclosure regime, plans are given time to gather audit reports and service-provider statements, and PlainRetire reflects the timing transparently rather than backfilling estimates.

Reading the Data With Appropriate Caveats

Aggregate numbers are useful for trend-spotting and structural comparison; they are less useful for decisions about a specific plan. The participant count for a state, for instance, includes both very large plans (which dominate the total) and very small plans (which influence median but not mean). When evaluating a specific employer's plan, drill into the plan detail page and consider plan-type, asset-mix, fee structure, and audit history, these details are flattened in any hub-level aggregate. Where regulatory updates change the categorization of a plan, PlainRetire preserves the historical filing alongside the most recent one so longitudinal analyses remain valid.

Several variables shape what shows up in Form 5500 data and what it means in context. The first is the disclosure threshold: every plan with 100 or more participants files audited financials (Schedule H); plans with fewer than 100 participants file a simplified schedule (Schedule I) and are exempt from independent audit. That gap is consequential, the headline asset totals you see for small plans rely on plan-sponsor attestation rather than auditor confirmation, and the line items reported are coarser. The second variable is plan-type coding. A defined-contribution plan (401(k), 403(b), profit-sharing) reports very differently from a defined-benefit pension (which must additionally file Schedule SB with actuarial assumptions, funded ratio, and discount rate) and an employee stock ownership plan (Schedule E in pre-2009 filings, now folded into the main return). When you read a plan's filing, the schedules attached tell you what kind of plan you are looking at as much as the named plan type does.

The third variable is filing status. Plans can file as initial, amended, final (plan termination), or short-year. Amended filings are routine when audit reports arrive after the original due date; final filings mean the plan is winding down, often after a corporate merger or acquisition. When a sponsor's filing history shows a 2018 final filing followed by a 2019 initial filing under a different EIN, that is usually a successor plan, not a new plan, PlainRetire's plan detail pages link related filings where the connection is unambiguous. Finally, the EFAST2 system has experienced periodic data revisions where DOL re-codes plan types or applies retroactive corrections. PlainRetire reflects revisions at the next refresh cycle and notes the source vintage on every page.

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