Unlock Alpha in US Retirement Plans
Get instant, trustworthy insights from 1M+ Form 5500 filings. All in plain English.
Tired of messy spreadsheets and manual data wrangling? 5500Alpha turns complex DOL filings into clean, queryable intelligence — so you can find prospects, benchmark plans, and uncover opportunities in seconds. No coding. No cleanup. Just results.
Built for Speed. Powered by Clean Data + AI.
We transform noisy public filings into a structured intelligence layer through continuous normalization, enrichment, and validation — so every query runs on data you can trust.
Data & Query Flow
Inputs
Enrichment Data
- ›Fortune 500® Companies
- ›Industry Classification (NAICS)
- ›Geographic Mapping
- ›SEC Filings (Public Cos.)
- ›ERISA Litigation Records
Proprietary Data Engine
Analytical Layer
Entity Resolution
Canonicalizes entities across filings, resolving names, EINs, and key service providers
Statistical Benchmarking
Builds cohort-based peer groups and applies layered ranking across plan characteristics
Investment Tracking
Classifies fund menus and passive exposure, with TDF vintage analysis for workforce insights
Compliance Flagging
Identifies fee and plan outliers relative to ERISA litigation benchmarks
BigQuery Data Warehouse
1M+ normalized plan records — sub-second query performance
AI-Powered Query Engine
Gemini LLM — domain-tuned on retirement plan SQL patterns
Translates natural language into validated, schema-aware SQL and structured outputs, with intent classification (data / insight / hybrid)
Outputs
CSV + JSON Exports
Data Mode
Structured data for analysis, modeling, or CRM ingestion
Benchmark Insights
Insight Mode
Peer-relative rankings and cohort benchmarks across fees, investments, and plan design; reveals firm culture and indicators of workforce health.
Client-Ready Reports
Hybrid Mode
Formatted summaries combining data and narrative insight, with saved views and reusable query templates
CSV + JSON Exports
Data Mode
Structured data for analysis, modeling, or CRM ingestion
Benchmark Insights
Insight Mode
Peer-relative rankings and cohort benchmarks across fees, investments, and plan design; reveals firm culture and indicators of workforce health.
Client-Ready Reports
Hybrid Mode
Formatted summaries combining data and narrative insight, with saved views and reusable query templates
Zero Query Logging
Queries and results are never stored, shared, or used for model training without your explicit permission
Orange indicates proprietary data and enrichment
Why 5500Alpha Wins
Proprietary pipeline: entity resolution, provider canonicalization, fuzzy matching, outlier handling, and cohort-based benchmarking
Domain-tuned Gemini 3 AI with intent classification and schema-aware guardrails for reliable natural language queries
Sub-second cached responses via BigQuery; full results in seconds
Deep plan-level intelligence: admin fees (bps and PAPM), peer percentiles, IRR (1/3/5-year), workforce age signals (TDF vintage), loan usage, participation rates, employer match behavior, recordkeepers, auditors, and more
Three Powerful Query Modes
Data Mode
Structured results in sortable tables with one-click CSV/Excel export. Build prospect lists or pull exact data points for downstream use.
Example Query
"Show 401(k) plans with $25–250M in assets, Empower or Fidelity as recordkeeper, a self-directed brokerage option, and include signer, contact info, and filing recency"
Insight Mode
Executive summaries and benchmark analysis built for client conversations, diligence, and positioning.
Example Query
"Benchmark Chobani's 401(k) against food industry peers on admin fees (bps and PAPM), participation rate, employer match, loans per participant, and 1/3/5-year IRR"
Hybrid Mode
Data tables plus narrative analysis — combining raw output with interpretation and flags.
Example Query
"Find healthcare plans with high loan usage, low participation, aging workforce signals from TDF vintage, and above-peer admin fees, and explain which are likely prospects"
Your Searches Stay Private
Your queries are private by default. We do not use them for model training, resale, or competitive intelligence.
Platform activity may be logged for security, reliability, and access control — never for model training or commercial reuse.
If you choose to rate a result or explicitly opt in, you may allow that query and response to be used to improve the system. This is always optional and under your control.
Your Edge
Clean, normalized entities across filings, years, and providers — from sponsors and signers to recordkeepers and auditors.
Enriched with Fortune 500, NAICS, and geographic data. Delivered on a modern, high-performance stack: React 19, Node + tRPC, Drizzle ORM, BigQuery.
Privacy & Security
All underlying Form 5500 data is public. 5500Alpha stores no participant PII or proprietary plan financial data.
Encryption at rest and in transit (AES-256, TLS 1.3)
All data encrypted in transit via HTTPS/TLS 1.3. BigQuery and PostgreSQL databases use provider-managed encryption at rest.
Sign in with Google, Apple, Microsoft, or email
No password storage. Enterprise SSO support available.
Role-based access control (RBAC) and secure session management
Query history and saved searches are user-scoped with no cross-user leakage.
US-based Google Cloud infrastructure with strict data isolation
All data stored and processed in US-based regions.
Ready to Find Your Alpha?
Stop manual joins. Query 1M+ plans in plain English — no credit card required.
Data Attribution
Fortune 500® is a registered trademark of Fortune Media IP Limited. 5500Alpha is not affiliated with Fortune magazine.
Form 5500 filings are public records provided by the U.S. Department of Labor. 5500Alpha's enrichment, scoring models, and entity resolution are independent work product and not endorsed by any government agency.