Plan Ledger Proearly access

Exports, alerts, and client lists for people who use this data professionally

Most of our visitors are checking one employer. If you are an advisor, broker, journalist, or researcher working across many, the pages are the slow way. Pro is the fast way, and it is being built in the open: tell us what you need and we will likely build it next, or pull it for you by hand this week.

Available now, by request

Custom exports: any carrier's, broker's, or state's full client list as CSV

Filtered cuts: by plan size, broker pay, premiums, fee ratio, or state

Source-traced figures for reporting: every number tied to its filing line

The free plan screener shows the top 50; Pro delivers full result sets as CSV

Email pro@planledger.com with what you need. Small pulls are often free; larger or recurring ones are quoted flat, no subscription required.

Being built

Renewal-timing filters · plans by plan-year-end quarter

Alerts · new filings in a territory, or changes for a broker's clients

Self-serve exports behind a login · priced far under the incumbents

The DOL refreshes filings monthly and so do we; anything above is delivered against the current dataset.

The data

Public U.S. Department of Labor Form 5500 filings: 81,000+ retirement plans (fees, contributions, providers, auditors, 2022-2025) and 66,000+ health & welfare plans (carriers, premiums, broker compensation, 2023-2025). See the methodology and the broker-pay report for how figures are computed. It is public data; what Pro sells is scale, freshness, and your time back.

Brokers ranked by reported pay

Carriers ranked by premiums

National statistics