Find plans by company name, EIN, state, size, recordkeeper or plan type
search_plansRead-onlyIdempotent
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 with its ein and pn for the profile.
With name, results are ordered by match score, then size; without it, largest plans first. Plans
that ended are hidden unless include_ended=true. Paging stops at offset 500: narrow the filters to
see more.
Price: $0.01 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 /search of the Plan Data API.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ein | No | Sponsor EIN (9 digits, dashes allowed). Lists every retirement plan under it. | |
| name | No | Company or plan name, as you know it. Fuzzy: typos, missing suffixes (Inc, LLC), DBA names and former names all match, and the last word can be a prefix ("starb"). Results come best match first with a `match` score. | |
| limit | No | Results per page (1-50). | |
| state | No | Two-letter state of the sponsor's address, e.g. TX. | |
| offset | No | Results to skip (0-500). | |
| plan_type | No | Plan type: 401k, 403b, cash_balance, db_and_dc, defined_benefit, esop, ira_based, money_purchase, other_dc, profit_sharing, stock_bonus, target_benefit, type_not_coded, db, dc. `dc` = any defined contribution plan, `db` = any defined benefit plan. | |
| filer_size | No | large = files Schedule H (generally 100+ participants; has providers and fees); small = 5500-SF or Schedule I. | |
| max_assets | No | Maximum end-of-year net assets in dollars. | |
| min_assets | No | Minimum end-of-year net assets in dollars, latest plan year. | |
| recordkeeper | No | Recordkeeper, any brand old or new ("Empower", "Great-West", "Fidelity"). Matched to the firm's family, so Great-West and Prudential filings count as Empower. Only plans that filed a Schedule C can match. `meta.query.recordkeeper` shows what it resolved to. | |
| include_ended | No | Include plans that are terminated, merged into another plan, or stopped filing. Off by default. | |
| max_participants | No | Maximum end-of-year total participants. | |
| min_participants | No | Minimum end-of-year total participants. |