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Form 5500 intelligence, connected.

Every filing has
a bigger story.

Connect Form 5500 filings and available financial statements. See what changed—and trace each insight to its source.

Request early access Explore a sample plan

Private pre-launch · Built for the retirement plan ecosystem

5500RADARIllustrative tour

Defined contribution · Illustrative record

Illustrative Manufacturing 401(k) Plan

2024
From document to intelligence

A filing is only
the beginning.

Open the history.
Connect the relationships.
Find the next conversation.

The same filings.
A clearer perspective.

Built around your work

The same plan.
Five different perspectives.

A shared foundation of public evidence. A useful starting point for every side of the relationship.

For retirement plan advisers

Make the next conversation more informed.

Research plan changes and reported provider relationships before reaching out. Keep the filing context alongside your contacts and activity.

Explore the adviser workflow
Your starting pointWhat changed since the last filing?

Filing history → reported relationships → your next conversation

Source-linked intelligence · private pre-launch

A wider view of the plan market.

Coverage & definitions
Public plan records
629,747
Latest reported assets
$13.94T
Direct Filing Entities excluded
Flagged for audit review
83,698
Product-prioritization flag, not a legal conclusion
Near the threshold
25,754
80–99 participants with account balances

Product dataset snapshot · 21 August 2026. Filing coverage and attachments vary. Exceptions and waiver conditions require professional review.

One plan workspace

See the fact.
Follow the evidence.

A useful result should be easy to check. Open an illustrative record to trace a field back to its filing year and source.

Explore a source-linked recordInteractive sample
One plan. One traceable answer. Synthetic record · Nothing is sent or saved
Sample result · First large-plan filing transition

Illustrative Manufacturing 401(k) Plan

2024
Participants with account balances at beginning of year
127
2024 Form 5500
Prior filing category
Small plan
2023 filing
Current filing category
Large plan
2024 filing

Product-derived screening context127 is above 120, so the prior-year election is unavailable. The waiver of the independent qualified public accountant (IQPA) report is not evaluated because this is a large-plan filing.

Illustrative Form 55002024 · Part II · Participants with account balances at beginning of year

First large-plan filing

The synthetic 2024 filing reports 127 participants with account balances at the beginning of the plan year, after a 2023 small-plan filing.

Structured factSmall plan → Large plan

127 is above the 80–120 election band; the prior-year category election is unavailable for this filing.

Example team activity · Stage: LeadReview Schedule H line 4a and the filed supplemental schedule; compare the 2023 and 2024 filings before outreach.

Illustrative sources only · No real plan, sponsor, auditor, client, or participant data. An unmodified opinion, normal ERISA §103(a)(3)(C) scope, and a separate filing disclosure can coexist. Public filings do not grade audit quality, prove an unresolved violation, or certify current-year readiness.

Does your plan need an audit?Check the filing category and audit-waiver conditions using a few plan details.Preliminary screening—not a professional determination. Open audit checkerClose audit checker
Screen a plan year2023+ defined-contribution plan years

Start with the filing category.

Then review whether the small-plan waiver of the independent qualified public accountant (IQPA) examination and report requirement may apply.

Plan type
ERISA Title I filing scope for this plan year

Form 5500-EZ filers are outside ERISA Title I annual reporting. “One-participant” can include an owner and spouse or one or more partners and their spouses; it is a filing category, not a literal headcount of one.

Enter the filing facts to see a screening result.

For ERISA Title I-covered defined-contribution plan years beginning in 2023 or later that file Form 5500 or Form 5500-SF. Earlier plan years used a different participant-counting method. This screen reports what the filing-category and waiver rules produce from the facts entered. It is not legal, accounting, tax, or audit advice. Read the four cases · DOL waiver FAQ · 2025 Form 5500-SF instructions · 29 CFR 2520.103-1(d) · 29 CFR 2580.412-15 · Waiver rule

Built to grow with your workflow

Your plan intelligence.
Connected to what’s next.

A plan-aware CRM is part of the private pre-launch product. Connections to the tools your team uses are next on the roadmap.

Explore integrations & API
Planned · not currently available

Salesforce + HubSpotCRM connections

DocuSign + PandaDocDocument workflows

Developer API + webhooksBuild around your systems

SEC data + company newsMore context around the plan

From the industry

Worth your attention.

All insights

A few useful answers

Clarity before
you get started.

Our methodology
What is 5500RADAR?

5500RADAR is a pre-launch plan-intelligence and workflow platform that turns public Form 5500 filings and available audited financial statements into one source-linked employee benefit plan record.

Who is 5500RADAR for?

5500RADAR is built for retirement plan advisers, employee benefit plan auditors and CPA firms, TPAs and administrators, recordkeepers and other providers, and plan sponsors. Each audience works from the same source-linked plan record.

What data does 5500RADAR use?

5500RADAR uses public Form 5500 filings and available attachments disclosed by the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA). Each displayed fact keeps its plan year and filed source; product-derived signals are labeled.

Does 5500RADAR decide whether a plan needs an audit?

No. 5500RADAR helps prioritize professional review; it does not make legal, accounting, audit, tax, fiduciary, or investment conclusions. Public filings may be late, amended, incomplete, or incorrect, so a qualified professional must confirm the source and plan-specific facts.

Which CRM, document, and data integrations are available?

The private pre-launch product includes a plan-aware CRM. Connections to Salesforce, HubSpot, DocuSign, and PandaDoc, along with public APIs, webhooks, SEC data, and company-news signals, are planned and are not currently available.

Focused early access

Bring your plan work
into focus.

Tell us about your work. We’ll walk through a plan, show the evidence behind the results, and explore where 5500RADAR fits your team.

Private pre-launch · Early-access and design-partner requests welcome.

Read the methodSecurity and data handling

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Prefer email? tkadura@5500radar.com