Form 5500 Private Pension and Health Plan Research Data

Cleaned Form 5500 data from the Department of Labor, used to produce annual Bulletins on private pension plans, group health plans, and Direct Filing Entities. The dataset includes 'spread' files for mapping DFE holdings to underlying assets. It was last updated in January 2026.

Use Cases

• Analyze private pension plan financials and participant demographics from Form 5500 filings.
• Research group health plan coverage and benefit structures using cleaned plan data.
• Map Direct Filing Entity holdings to their underlying assets using the provided 'spread' files.
• Study trends in plan filings over time to produce annual statistical bulletins.

Strengths

• Data is cleaned and prepared for research, sourced from official Department of Labor filings.
• Includes specialized 'spread' files for mapping Direct Filing Entity asset holdings.
• Maintained with a recent update in January 2026.

Limitations

• Specific data volume (row count, file size) and schema (columns) are not provided.
• The license is listed as 'notspecified', which may restrict certain uses.
• Data scope is limited to entities required to file Form 5500, excluding other plan types.

Provenance

Source

Department of Labor.

Collection Method

Cleaned data from Form 5500 filings submitted by private pension plans, group health plans, and Direct Filing Entities.

Freshness

Last updated on 2026-01-20.

Geography

United States.