com.form5500data/plan-data

up checked 2026-11-10T23:37:19.145Z

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Publisher-provided title

Plan Data API

Publisher-provided description

Form 5500 data for prospecting and research: U.S. retirement plans, recordkeepers, fees, switches.

Summary by lookupd

Look up U.S. retirement plans, recordkeepers, fees and plan changes from Form 5500 filings for prospecting and research.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http plan-data https://api.form5500data.com/mcp

Codex, remote (streamable-http)

codex mcp add plan-data --url https://api.form5500data.com/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "plan-data": {
      "url": "https://api.form5500data.com/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Publisher-provided text

search_plans Find plans. Give at least one of `name`, `ein`, `state` or `recordkeeper`; the other filters narrow the list. Each result is a short summary: call `get_plan` wi
get_plan The plan as of its latest filing: identity and status, plan type and features, assets and participants, average balance and approximate return, recordkeeper, ad
get_plan_history One entry per plan year, oldest first: the filing used, assets and participants, average balance, approximate return, participant growth (flagged across the 202
get_plan_fees For each large plan year: Schedule C pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis
find_plan_changes Change events detected by comparing each plan's consecutive filings, newest filing first. Each event has before/after values, a confidence, the year compared ag
list_prospects A list of plans for prospecting or research, many per call: plan and sponsor name, mailing address, EIN and plan number, industry, plan type, effective (incepti
get_coverage What the data covers per plan year, every limitation, the coverage-note codes responses can carry, the event types, the screening signals and the plan-type valu

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