EBSA Upgrades Form 5500 Search Tool

The DOL’s Employee Benefits Security Administration just made it easier to find information about the status of an individual retirement plan and its operations, releasing an enhanced search tool for Form 5500 filings.

In addition to searching for specific filings, users now can search for filings using new filters that include plan type, plan asset value, number of participants, employer plan types, business codes, form years and locations. The tool allows users to search for Form 5500 series returns/reports filed since Jan. 1, 2010. In addition, the number of search results generated has been increased to 5,000 filings, and users may export search results to a CSV file. The new search tool is available here https://5500search.dol.gov/.

The Labor Department also recently unveiled a Top Hat Statement online search tool that allows you to find Top Hat Statements filed with the Department of Labor. You may search by using any of these fields: employer name, EIN or plan name. Enter as much information as you have in at least one field. The tool is online at https://www.askebsa.dol.gov/tophatplansearch