Coverage

Know what is here. Know what isn’t.

The current public-source universe, the documents behind it and the limitations that belong beside every result.

Snapshot: 21 August 2026629,747 plans tracked$13.94T plan assetsDirect Filing Entities excluded from assets

The source universe.

5500RADAR starts with U.S. Department of Labor / EBSA public Form 5500 disclosure data and the attachments filed with those returns. The figures below describe the current 5500RADAR screening cohort, measured from the indexed roster on 21 August 2026.

Included: Full-form Form 5500 filers and selected Form 5500-SF filers whose latest filing reports at least 10 participants with account balances.
Tracked: 629,747 filing entities in the current scoped roster. The count is one row per plan identity, not a count of filings or filing years.
Assets: $13.94 trillion in latest reported plan assets across the current scope, with Direct Filing Entities excluded from that total.
Attachments: Where publicly filed and available: independent auditor reports, financial statements, notes and supplemental schedules.
Audit-review cohort: The is_audit_required field identifies 83,698 plans in a 5500RADAR screening cohort. It is a product-prioritization flag, not a regulatory filing-category determination and not a conclusion that an IQPA audit is legally required. For defined-contribution histories, the derivation uses end-of-year participants with account balances as its screening proxy. When that value is unavailable or zero, it falls back first to beginning-of-year participants with account balances and then to beginning-of-year total participants. Its 120-entry / under-100-exit behavior belongs to the product cohort, not to the regulatory 80–120 election. Legal review separately requires the filing-year beginning-of-year count, the prior filing category, plan-type rules, waivers, other exemptions and confirmation against plan records.
Near the threshold: 25,754 plans outside that cohort report 80–99 participants with account balances under the same product proxy. This is a prospecting watch band, not a conclusion about the next filing. The filing-category analysis uses the applicable beginning-of-year count, prior category and plan-specific facts described in the methodology.

Freshness matters. A recently submitted filing, amended filing or attachment may not yet be present in the public release or indexed product. Confirm time-sensitive conclusions against the official filing.

What a field means.

Each layer has a different evidentiary weight. The product keeps the filing year and source attached so a user can distinguish reported facts from derived signals.

Layer	Examples	What it can support	Important limitation
Filed return	Plan identity, sponsor, participant counts, assets, schedules	What the administrator reported for that filing year	A filed value may be amended, incomplete or incorrect
Filed attachment	Opinion language, financial statement notes, supplemental schedules	Document-level evidence contained in the public attachment	No access to the auditor’s workpapers or nonpublic plan records
Linked history	Auditor changes, provider movement, year-over-year count changes	Patterns across connected public filings	Name and identifier changes may require review
Derived signal	First-audit approach, peer context, missing attachment flag	A prioritized question for professional review	Not a legal, audit, tax or investment conclusion

Known boundaries.

Not participant data: The platform does not derive individual balances, payroll, census, beneficiary or health data from public Form 5500 filings.
Not workpapers: Public filings cannot establish the quality of underlying audit procedures or substitute for an engagement team’s documentation.
Not every plan: Some plans are exempt from filing, use different forms, or fall outside the audit/advisory relevance filter.
Not self-executing advice: Threshold and waiver screens identify issues for review. Plan facts, exceptions and current rules still need professional judgment.

Review the derivations →