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

Plans

  • planIec Retirement PlanFinancial statementProvider compensation2023 filing
    $60Mreported assets (EOY)
    Sponsor: Industrial Economics IncorporatedEIN: 04-2735625Plan: 001Participants: 148Assets: $60,037,167Net assets: $60MAssets / participant: $405.7KLocation: Cambridge, MALatest: 2023
    View financial statement
  • planIec Employee Savings PlanFinancial statementProvider compensation2023 filing
    $10Mreported assets (EOY)
    Sponsor: Industrial Economics IncorporatedEIN: 04-2735625Plan: 002Participants: 174Assets: $10,049,648Net assets: $10MAssets / participant: $57.8KLocation: Cambridge, MALatest: 2023
    View financial statement