Bulk list of plans by industry, place and size: address, industry, participants, assets, inception date, recordkeeper
list_prospectsA list of plans for prospecting or research, many per call: plan and sponsor name, mailing address, EIN and plan number, industry, plan type, effective (inception) date, participants and net assets at the end of the latest plan year, form type, recordkeeper and primary advisor last seen on Schedule C, and the filing's ACK ID.
Filter by industry, place (state, city, ZIP), size, plan type, effective date or recordkeeper. Large
(long-form) filers only unless filer_size says otherwise. Use search_plans instead to find one company's
plan by name, and get_plan for everything about one plan. Paging stops at offset 500: narrow the
filters to see more.
Price: $0.25 per call, paid in USDC on Base (mainnet) with x402 (MCP transport). Without payment the tool returns the payment requirements. Errors and empty results aren't charged.
Same data as GET /prospects of the Plan Data API.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| zip | No | Sponsor's ZIP code or its start (3-5 digits), e.g. 432 for the Columbus, OH area. | |
| city | No | Sponsor's city, as on the filing (case doesn't matter). Best with `state`. | |
| sort | No | assets (largest first, the default), participants (most first), name (A-Z by sponsor) or newest_plan (latest effective date first). | assets |
| limit | No | Plans per page (1-100). The price is per call, whatever the limit. | |
| state | No | Two-letter state of the sponsor's address, e.g. OH. | |
| offset | No | Plans to skip (0-500). | |
| industry | No | The sponsor's industry: words ("restaurants", "car dealers", "law firms") or a NAICS business code or its start ("62" = health care, "5411" = legal services). Separate several with commas. `meta.query.industry` lists the codes each one matched. | |
| plan_type | No | Plan type, as in `search_plans` (e.g. 401k, dc, db). | |
| filer_size | No | large (the default) = long-form filers: Form 5500 with Schedule H, generally 100+ participants, with providers on Schedule C. small = 5500-SF or Schedule I. any = both. | large |
| max_assets | No | Maximum end-of-year net assets in dollars. | |
| min_assets | No | Minimum end-of-year net assets in dollars, in the plan's latest plan year. | |
| recordkeeper | No | Only plans whose latest Schedule C names this recordkeeper (any brand, matched to its family as in `search_plans`). | |
| include_ended | No | Include plans that are terminated, merged into another plan, or stopped filing. Off by default. | |
| effective_after | No | Only plans whose effective (inception) date is on or after this date (YYYY-MM-DD). | |
| effective_before | No | Only plans whose effective (inception) date is on or before this date (YYYY-MM-DD). | |
| max_participants | No | Maximum end-of-year participants. | |
| min_participants | No | Minimum end-of-year participants, in the plan's latest plan year. |