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ERISA

Access and analyze the entire market of Form 5500 filing benefit plans

Demo Product
The Audit Analytics ERISA database is comprised of all IRS Form 5500 filing benefit plans since 1999.

  • Know who audits ERISA benefit plans
  • Track auditor market share by location, size, or industry
  • Key data points include plan name, plan sponsor, location, number of participants, assets, income, administrator name, and auditor (for those plans with over 100 participants)
  • Plan type filters include Multiemployer, Single Employer, Multiple-Employer, and Direct Filing Entity (DFE)

The Employee Retirement Income Security Act (ERISA) of 1974 set minimum standards for retirement, profit sharing, and stock ownership plans commonly offered by employers. All companies offering such plans must file Form 5500 or 5500 SF with the DoL, offering specifics about the plan and how many employees are participating.

Module OIA Financial
Source Form 5500 and 5500 SF
Coverage Employee benefit plans subject to the Employee Retirement Income Security Act of 1974
Data Since 1999
Updated Monthly
Availability Online • Data Feed • Excel • WRDS
Documentation
OIA Financial
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