What We Do For You

With a Free Membership,
We provide FREE simplified access to 15 plus years of Department Of Labor's Annual Financial Reports for Retirement and Welfare Plans (Form 5500), PLUS Tools to best utilize your selection with Unique, Professionally Maintained Advanced Data Mining Applications.

How We Do It

With our ERISA Plus Dashboard, we have simplified the process of obtaining authentic DOL created PDF Form 5500. Our ERISA Plus Dashboard, with our "Prestige" Upgrade contains everything you need in one screen, for all Retirement Plans, for you to be able to download and immediately coordinate critical prior plan events to properly analyze your selected plan. More

How You Can Join

Click To Become a FREE Trial PensionInspector Member.

Free Form 5500 Downloads


  • All ERISA Retirement and Welfare Plans
  • Easiest to use
  • Minimum 2 character search
  • Beginner, Enhanced and Advanced Search
  • Up to 15 Years on one screen
  • All Special Attachments
Get STarted

Form 5500
Prestige Vision

thru November 2018

  • All of Free Form 5500 Downloads
  • 5 Year Key Summary Reports
  • 5 Year Critical Alerts
  • One-Click Plan Performance Queries
  • 3D Data Mining
  • 3D Compare and Rank.
  • Exclusive Retirement and Welfare Plan Study-Reports.
  • Free Enrolled Retirement Plan Actuary to Assist.
  • and Much More...
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On-Demand Database Downloads

see schedule

  • Complete Database for Download for Current and Previous 2 Years
  • Grouped by Large and Small Plans
  • Grouped by States, International Listings, DFE and Regions
  • Will customize database upon request
See Schedule

CPA Audit Assistant

$199/yr per plan

  • Spreadsheet reconciling Form 5500 vs. ERISA Audit
  • Suplimental Audit Procedures PDF Report
  • All ERISA Audits within 75 mile radius of CPA firm
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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 Search

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