DOL EBSA Form 5500 · Plan year 2024 All 50 states + DC Free to cite

130,145 ERISA-covered retirement plans hold $12.3T for 93,925,755 participants (plan year 2024)

According to U.S. Department of Labor EBSA Form 5500 filings for plan year 2024, 130,145 ERISA-covered private retirement plans reported $12.3T in total assets across 93,925,755 participants. 94,667 are 401(k)-type plans. Every figure on this page is aggregated directly from the plan-level filings, not estimated.

130,145
ERISA plans tracked
$12.3T
total plan assets
93,925,755
total participants
94,667
401(k)-type plans

The national picture

PlainRetire tracks 130,145 ERISA-covered retirement plans holding $12.3T in assets for 93,925,755 participants, plan year 2024, with California sponsoring the largest share of national assets at $1.3T.

130,145
ERISA-covered plans tracked (2024)
$12.3T
Total plan assets
93,925,755
Total participants
$100M
Average plan size (assets)

Data year 2024. Aggregated directly from DOL EBSA Form 5500 plan-level filings, ERISA-covered private plans only.

States with the most retirement-plan assets

Total ERISA-covered plan assets by sponsor business-address state, plan year 2024, in billions. Reflects where plan sponsors are headquartered, not where individual participants live.

CA$1324.4BNY$1107.7BTX$995.0BIL$784.9BNJ$676.8BPA$605.5BWA$502.4BOH$472.1BVA$466.2BMN$452.4B

Plans by size

Plan count and total assets by participant-count bucket, plan year 2024.

Participant range Plans Total assets
Micro (1-10 participants) 33,766 $40.8B
Small (11-100 participants) 26,107 $260.6B
Medium (101-1,000 participants) 54,251 $2.0T
Large (1,001-10,000 participants) 10,349 $4.0T
Mega (10,000+ participants) 1,399 $6.0T

Cite this page

These statistics are free to quote and link with attribution. Suggested citation:

PlainRetire, "U.S. Retirement Plan Statistics," based on DOL EBSA Form 5500 data (plan year 2024). https://plainretire.com/statistics/

Source data is a public federal filing. Plan-level figures come from the DOL EBSA Form 5500 public-disclosure datasets. See our methodology for the full processing pipeline.

Reading these numbers

A national total hides wide variation by state, industry, and plan size.

  • Professional & Technical Services sponsors the most plans nationally (21,045), but plan count alone doesn't measure asset scale. Browse by industry
  • California leads in total plan assets ($1.3T), reflecting where large sponsors are headquartered, not participant residency. Browse by state
  • Plan size buckets show most plans are small by participant count, but a small number of very large plans hold most of the total assets, the classic pattern for ERISA-covered retirement plans. Largest plans

Figures are DOL EBSA Form 5500 plan-year 2024 aggregates and are refreshed when DOL publishes the next annual dataset. They describe ERISA-covered private plans only (government and one-participant Form 5500-EZ plans are excluded, see methodology), and are not financial or retirement advice.

Download the aggregate tables

CSV extracts of the state, industry, and plan-size aggregates on this page, streamed from the live Form 5500 database.

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