Form 5500 Pension Plan Database

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.