What We Do For You

With a Free Membership,
We provide simplified access to 15 plus years of Department Of Labor's Annual Financial Reports and Complete Attachments for Retirement and Welfare Plans (Form 5500).

How We Do It

With our ERISA Plus Dashboard, we have simplified the process of obtaining DOL created PDF Form 5500, which are always provided FREE to our Members. Our ERISA Plus Dashboard contains everything you need in one screen to be able to download and immediately receive critical prior plan events to properly analyze your selected plan.

How You Can Join

Click To Become a FREE Trial PensionInspector Member.


I have been utilizing PensionInspector for a couple of years.
The website and the information one can retrieve is much easier, faster and adds much more depth to a plan than the DOL website. For one thing, you do not need the Administrator's UserID to access the information.

With just a few clicks, you can get all the information you need to review a plan for takeover consideration. You can review plans for at least five years' past 5500 history; if there appear to be any compliance issues with the plan, you can access that information right away, rather than a headache in the future.

I highly recommend the website.
Stephen T. - Enrolled Retirement Plan Agent, QPA

I have utilized the Pension Inspector CPA Audit Assistant Tool and found it a timesaver and very helpful to reduce my exposure by:
  • Presenting a 5 year key plan performance analysis.
  • Providing prior years key reported plan failures.
  • Providing an Excel file of the prior year audit results
  • to reconcile current year 5500 audit results as required by the Department of Labor audit requirement.
Stephen Z - Certified Public Accountant

The ERISA Plus Dashboard Plan Selector

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