Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Companies

Plans

  • planAmerisourcebergen Employee Investment PlanFinancial statementProvider compensation2023 filing
    $1.9Breported assets (EOY)
    Sponsor: Cencora, Inc.EIN: 23-3079390Plan: 010Participants: 26,048Assets: $1,855,630,070Net assets: $1.9BAssets / participant: $71.2KLocation: Conshohocken, PALatest: 2023
    View financial statement
  • planIkea Retirement And Savings PlanFinancial statementProvider compensation2023 filing
    $803.9Mreported assets (EOY)
    Sponsor: Ikea North America Services, LLCEIN: 23-3005722Plan: 001Participants: 20,759Assets: $803,868,909Net assets: $803.9MAssets / participant: $38.7KLocation: Conshohocken, PALatest: 2023
    View financial statement
  • planAllied Universal 401(K) PlanFinancial statementProvider compensation2023 filing
    $591.9Mreported assets (EOY)
    Sponsor: Universal Services Of America, L.P.EIN: 61-1790568Plan: 001Participants: 261,245Assets: $591,878,308Net assets: $591.9MAssets / participant: $2.3KLocation: Conshohocken, PALatest: 2023
    View financial statement
  • planQuaker Houghton Retirement Savings PlanFinancial statementProvider compensation2023 filing
    $251.9Mreported assets (EOY)
    Sponsor: Quaker Chemical CorporationEIN: 23-0993790Plan: 112Participants: 1,534Assets: $251,941,609Net assets: $251.9MAssets / participant: $164.2KLocation: Conshohocken, PALatest: 2023
    View financial statement
  • planTackFinancial statementProvider compensation2023 filing
    $175.1Mreported assets (EOY)
    Sponsor: Ikea North America Services, LLCEIN: 23-3005722Plan: 002Participants: 17,458Assets: $175,052,444Net assets: $175.1MAssets / participant: $10KLocation: Conshohocken, PALatest: 2023
    View financial statement
  • planBoomi, Lp 401(K) PlanFinancial statementProvider compensation2023 filing
    $131.6Mreported assets (EOY)
    Sponsor: Boomi, LpEIN: 23-3016018Plan: 001Participants: 1,136Assets: $131,570,265Net assets: $131.6MAssets / participant: $115.8KLocation: Conshohocken, PALatest: 2023
    View financial statement
  • planHamilton Lane Advisors, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
    $79.2Mreported assets (EOY)
    Sponsor: Hamilton Lane Advisors, LLCEIN: 23-2962336Plan: 001Participants: 604Assets: $79,185,050Net assets: $79.2MAssets / participant: $131.1KLocation: Conshohocken, PALatest: 2023
    View financial statement
  • planNsm Insurance Group 401(K) PlanFinancial statementProvider compensation2023 filing
    $60Mreported assets (EOY)
    Sponsor: Nsm Insurance Group, LLCEIN: 83-0348144Plan: 001Participants: 1,190Assets: $60,043,033Net assets: $60MAssets / participant: $50.5KLocation: Conshohocken, PALatest: 2023
    View financial statement

Service providers