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Tools & Calculators

Free, no-sign-up tools that let you work directly with plainretire's data.

  • 401k Fee Impact Open the 401k fee impact →
  • Retirement Income Calculator Open the retirement income calculator →
  • Retirement Savings Projector Open the retirement savings projector →

Data sources

Plainretire synthesizes data from these public-domain federal sources:

  • DOL Form 5500 filings — 2022 — dol.gov/sites/dolgov/files/ebsa/researchers/data/datasets/form-5500-data-sets/f_5500_2022_latest.csv.zip
  • DOL Form 5500 filings — 2023 — dol.gov/sites/dolgov/files/ebsa/researchers/data/datasets/form-5500-data-sets/f_5500_2023_latest.csv.zip
  • DOL Form 5500 filings — 2024 — dol.gov/sites/dolgov/files/ebsa/researchers/data/datasets/form-5500-data-sets/f_5500_2024_latest.csv.zip
  • DOL Schedule H — dol.gov/sites/dolgov/files/ebsa/researchers/data/datasets/form-5500-data-sets/f_sch_h_2022_latest.csv.zip
  • DOL Schedule H — dol.gov/sites/dolgov/files/ebsa/researchers/data/datasets/form-5500-data-sets/f_sch_h_2023_latest.csv.zip
  • DOL Schedule H — dol.gov/sites/dolgov/files/ebsa/researchers/data/datasets/form-5500-data-sets/f_sch_h_2024_latest.csv.zip
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Transparent data on US retirement plans, 401(k), pensions, ESOPs, and more. Source: DOL Form 5500 Annual Reports (2022–2024).

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PlainRetire is an independent data-journalism site. Plan figures are compiled from public U.S. Department of Labor (EBSA) Form 5500 filings; PlainRetire is not affiliated with the DOL, IRS, SSA, PBGC, or any government agency, and does not provide retirement, tax, or financial advice. Spot a figure that looks wrong? Read our editorial & corrections policy.

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Source: U.S. Department of Labor EBSA Form 5500 U.S. Department of Labor EBSA Form 5500