Plan Prospector turns the Department of Labor's Form 5500 filings — every employer that sponsors a retirement or benefits plan — into targeted prospect lists for 401(k) advisors, TPAs, recordkeepers, and benefits brokers. Filter by state, participant count, industry, and filing recency. Preview free, export what you need.
Every Form 5500 and 5500-SF filer, refreshed from DOL disclosure data — the sponsor behind every plan, not a scraped approximation.
The sponsor's phone comes from the filing itself (99.4–99.7% coverage measured across the dataset, July 2026) — a direct line to the business, not a switchboard guess.
Watch a sponsor and get an email the next time they file — or monitor a whole segment for fresh filings. New filings mean decisions being made.
One click in the dashboard — counts and first-page previews are free; exports are metered per row on one simple credit meter.
Sponsors with fresh filings — plans in motion, advisors being evaluated.
Mid-market plans in one state — sized for advisory outreach.
The under-100-participant market most prospecting tools skip.
Target one vertical — construction, healthcare, professional services.