DOL Filings

Form 5500 Pension Plan Database

US pension and retirement plans with $50M+ in assets — DOL Form 5500 filings plus the largest state & local systems from the Public Plans Database. Cross-referenced with verified LP contact data.

19,227
Plans Indexed
DOL + PPD
Data Source
$50M+
Plan Assets
Search All Pension Plans
Largest Plans

Top US Retirement Plans by Assets

Plan SponsorAssetsParticipantsType
California PERF
California PERF
$506.6B
1,713,078
DB
California Teachers
California Teachers
$341.0B
800,859
DB
NY State & Local ERS
NY State & Local ERS
$226.0B
975,926
DB
Texas Teachers
Texas Teachers
$210.5B
1,479,575
DB
Florida RS
Florida RS
$198.7B
880,855
DB
New York State Teachers
New York State Teachers
$145.8B
454,804
DB
Wisconsin RS
Wisconsin RS
$134.5B
510,471
DB
Georgia Teachers
Georgia Teachers
$106.2B
392,485
DB
Virginia RS
Virginia RS
$105.6B
640,541
DB
Ohio PERS
Ohio PERS
$105.4B
519,464
DB
University of California
University of California
$98.8B
240,746
DB
Ohio Teachers
Ohio Teachers
$87.9B
331,430
DB
New York City (NY) ERS
New York City (NY) ERS
$86.9B
DB
North Carolina Teachers and State Employees
North Carolina Teachers and State Employees
$86.3B
551,073
DB
Oregon PERS
Oregon PERS
$85.1B
357,474
DB
LA County (CA) ERS
LA County (CA) ERS
$79.2B
173,450
DB
Pennsylvania School Employees
Pennsylvania School Employees
$76.5B
508,714
DB
New York City (NY)Teachers
New York City (NY)Teachers
$74.5B
215,956
DB
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B
216,698
DC
Michigan Public Schools
Michigan Public Schools
$72.5B
376,917
DB
Illinois Teachers
Illinois Teachers
$71.4B
301,320
DB
Washington PERS Plan 2/3
Washington PERS Plan 2/3
$67.0B
266,603
DB
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B
177,531
DC
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B
254,477
DC
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B
156,865
DC
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B
217,393
DC
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B
288,416
DC
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B
634,861
DB
Illinois Municipal
Illinois Municipal
$55.8B
350,846
DB
TN State and Teachers
TN State and Teachers
$54.1B
266,672
DB

Showing 30 of 19,227 plans. Search all →

About

What is DOL Form 5500?

Form 5500 is the annual report that US private-sector employee benefit plans must file under ERISA with the Department of Labor, IRS, and PBGC. Schedule H discloses each large plan's balance sheet — total assets, investments, and liabilities — making it the most complete public record of US pension capital.

Pension funds are among the most important limited partners in private markets. Defined benefit plans in particular allocate to private equity, venture capital, real assets, and hedge funds to match long-dated liabilities. The plan sponsor's investment office — or its outsourced CIO — decides those allocations.

LPbacked indexes every Form 5500 pension plan with $50M or more in Schedule H assets and cross-references sponsors with LP profiles, surfacing the retirement plans most likely to allocate to private funds along with verified contact details.

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