Research Company Changes through Employee Benefit Plans Data

Quantitative data on public and private U.S. companies, extracted and aligned from Form 5500 (ERISA) filings, which cover retirement and welfare benefit plans and can be leveraged as leading indicators of financial health.

Form 5500 series is a reporting and disclosure tool used to satisfy annual reporting requirements by public and private companies in the U.S. for employee benefit plans under ERISA and the Internal Revenue Code.

Form 5500 was jointly developed by the Department of Labor (DOL), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC). Employee benefit plans include welfare benefits such as medical, dental, vision, etc. and retirement benefits such as 401Ks and others.