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Form5500 Search

form5500_search
Read-onlyIdempotent

Search U.S. Department of Labor Form 5500 / 5500-SF filings (employee benefit & pension plans, EFAST2) by plan sponsor name, employer EIN, plan name, state, and/or plan year. Returns matching filings with sponsor, plan name/number, participant counts, plan assets, plan type, and a link to the filing PDF. Provide at least one of sponsor, ein, plan_name, or state.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
einNoEmployer Identification Number (9 digits, dashes optional). Exact match.
sortNoSort order. One of: "datereceived desc" (default), "datereceived asc", "planyear desc", "planyear asc", "assetseoy desc", "participantsboy desc".
limitNoNumber of results to return (1-200, default 20).
startNoOffset for pagination (default 0).
stateNoTwo-letter U.S. state code of the sponsor (e.g. "CA", "NY").
sponsorNoPlan sponsor / employer name (e.g. "Apple Inc", "Microsoft"). Partial/phrase match.
plan_nameNoPlan name (e.g. "401(k) Profit Sharing Plan"). Partial/phrase match.
plan_yearNoPlan year of the filing (e.g. 2022).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint, idempotentHint, and non-destructive behavior, so safety is covered structurally. The description adds the return payload shape (sponsor, plan name/number, participants, assets, PDF link), but does not mention pagination bounds beyond the schema, rate limits, or result caps.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences: the first front-loads what is searched, the second covers return contents and the minimum-filter constraint. No filler, though the field enumeration slightly duplicates the schema.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given annotations cover the safety profile, no output schema exists (so return shape must be described, which it is), and parameter descriptions are complete, the description is largely sufficient. A brief note differentiating it from form5500_filing would close the remaining gap.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so each parameter is already documented in the schema with types, formats, and defaults. The description enumerates the same filterable fields and repeats the 'at least one of' constraint, adding only limited value beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb (Search) and resource (U.S. DOL Form 5500/5500-SF filings via EFAST2), names the supported filter fields, and summarizes what is returned. This clearly distinguishes it from the sibling form5500_filing, which presumably fetches a single filing.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives clear context (Form 5500 / 5500-SF employee benefit & pension filings) and an explicit requirement to provide at least one of sponsor, ein, plan_name, or state. It does not, however, contrast itself with form5500_filing or otherwise say when to prefer one over the other.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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