These 4 tools sit on the same 2024 Form 5500 filing set: 130,145 private retirement plans holding $12.3T.

Coverage ranks in the industry matcher come from DOL Form 5500 2024 filings (ERISA-covered private plans). The fee, savings, and income calculators run in your browser from numbers you enter; they do not read a personal plan record. See the methodology page for scope and vintage.

  • 130,145 2024 plans in the filing set
  • $12.3T reported plan-year assets
  • 94M covered participants
  • 4 interactive tools

How complete is the data?

Every tool here works from the same 2024 DOL Form 5500 filing set. At least 95% of the 130,145 filed plans carry each independently-verifiable data layer, so a lookup rarely comes back empty:

Filed plan record100%State identified99.9%Year-end assets reported95%

Share of filed Form 5500 retirement plans with each data layer on record

Source: DOL EBSA Form 5500 As of 2024

Download industry aggregates used by the coverage matcher: industries.csv.