US Employee Benefits & Form 5500 API · DOL EBSA

Every benefit plan, by sponsor.

Look up an employer by EIN and see its retirement and welfare plans and their Form 5500 filings by plan year: participants, plan assets, contributions, benefits paid and expenses. Every record says which DOL file it came from.

request
curl -s "https://api.olympus.new-odyssey.com/v1/form-5500/sponsors/$EIN" \
  -H "X-API-Key: $OLYMPUS_API_KEY"
200 OK (shape)
{
  "data": {
    "ein": "…", "name": "…", "city": "…", "state": "…", "plan_count": …, "latest_plan_year": …,
    "plans": [{
      "plan_number": "001", "path": "/v1/form-5500/sponsors/…/plans/001",
      "latest_filing": {
        "form_type": "5500", "plan_year": …, "plan_name": "…", "pension_benefit_codes": ["2E", "2J"],
        "participants": { "total_boy": …, "active_eoy": …, … },
        "financials": { "source": "schedule_h", "net_assets_eoy": …, "employer_contributions": …, … },
        "provenance": { "source_id": "dol_ebsa.form5500_datasets", … }
      }
    }],
    "entity_id": "org_…", "identifiers": [{ "scheme": "US-EIN", … }], "related": [ … ]
  },
  "meta": {
    "datasets": [ … ],
    "notices": [{ "code": "figures_as_filed", "message": "…" }, { "code": "plan_years_in_scope", "message": "…" }]
  }
}
Endpoints

Sponsor, plan, search, coverage.

A sponsor EIN and plan number identify a plan exactly. A name returns candidates whose name starts with your query, never matches. Sponsor responses carry the shared entity_id, identifiers and related blocks.

EndpointWhat it returns
GET/v1/form-5500/sponsorsSearch plan sponsors by name prefix (candidates)
GET/v1/form-5500/sponsors/{ein}A plan sponsor and its plans
GET/v1/form-5500/sponsors/{ein}/plans/{plan_number}A plan's filings by plan year
GET/v1/form-5500/coveragePlan years and files published
Plan financials

One summary, three possible schedules.

Each filing says where its figures come from (financials.source). Figures are as filed with the DOL and are not audited by Olympus.

sourceWhich plans
schedule_hLarge plans (generally 100+ participants): assets and liabilities, contributions, income, benefits paid, administrative and total expenses.
schedule_iSmall plans filing the full Form 5500: the same summary figures.
form_5500_sfSmall plans filing the short form: the figures from the 5500-SF itself.
Know before you build

Limits

Plan years in scope

Only the plan years coverage lists, from the DOL “Latest” files. A recent plan year fills in for months after it ends.

Not every form

Form 5500-EZ (one-participant plans) and the other schedules (A, C, D, G, MB, R, SB) are not included.

People

No signer, preparer or contact names, phone numbers or street addresses are stored. Only sponsors that are evidently organisations are linked to other data.