Plan Data API

com.form5500data/plan-dataVersion 0.1.0

Form 5500 data for prospecting and research: U.S. retirement plans, recordkeepers, fees, switches.

Status

Responds270 msNov 14, 2026, 13:57 UTCAnswered our handshake without sign-in.

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Last checked: Nov 14, 2026, 13:57 UTC
Latency: 270 ms
Remotes responding: 1 of 1
Sign-in: No sign-in
Hosting: Hosted outside the EU (detected)
Registry data as of: Nov 14, 2026, 21:12 UTC

Data from the official MCP Registry, checked by run.zero. How we check

Connect

Streamable HTTP

https://api.form5500data.com/mcpResponds270 msNov 14, 2026, 13:57 UTC

No sign-in

Claude Code

claude mcp add --transport http plan-data https://api.form5500data.com/mcp

Claude Desktop and claude.ai

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Settings > Connectors > Add custom connector
Name: plan-data
Remote MCP server URL: https://api.form5500data.com/mcp

Cursor

{
  "mcpServers": {
    "plan-data": {
      "url": "https://api.form5500data.com/mcp"
    }
  }
}

VS Code

code --add-mcp '{"name":"plan-data","type":"http","url":"https://api.form5500data.com/mcp"}'

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Tools

8 tools

Tools of Plan Data API
	Description		Read-only	Idempotent	Open world
`find_plan_changes`Change events detected by comparing each plan's consecutive filings, newest filing first. Each event has before/after values, a confidence, the year compared against, a plain-English detail and the ACK ID of the filing that shows it. Providers are compared by family, so a rebrand (Great-West → Empower) isn't a change. A move caused by a sale of the old recordkeeper's business (Securian → The Standard, Prudential → Empower; the list is at `get_coverage` `book_sales`) is a `recordkeeper_sold` event, not a `recordkeeper_change` switch: the sponsor didn't choose it. Each event also has the plan's size around the event (`net_assets_at_event`), which `min_assets` and `sort=assets` use. The newest plan year is still being filed, so its counts grow month to month. Price: $0.25 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /changes of the Plan Data API.	Change events detected by comparing each plan's consecutive filings, newest filing first. Each event has before/after values, a confidence, the year compared against, a plain-English detail and the ACK ID of the filing that shows it. Providers are compared by family, so a rebrand (Great-West → Empower) isn't a change. A move caused by a sale of the old recordkeeper's business (Securian → The Standard, Prudential → Empower; the list is at `get_coverage` `book_sales`) is a `recordkeeper_sold` event, not a `recordkeeper_change` switch: the sponsor didn't choose it. Each event also has the plan's size around the event (`net_assets_at_event`), which `min_assets` and `sort=assets` use. The newest plan year is still being filed, so its counts grow month to month. Price: $0.25 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /changes of the Plan Data API.	No	Yes	Yes	No
`get_account`How this connection pays, its credit balance in dollars, each tool's price, and a link where the person can add credit by card. Call it when the person asks what's left or how to pay, or to connect another device to the same balance. Free. It returns no plan data.	How this connection pays, its credit balance in dollars, each tool's price, and a link where the person can add credit by card. Call it when the person asks what's left or how to pay, or to connect another device to the same balance. Free. It returns no plan data.	No	No	No	No
`get_coverage`What the data covers per plan year, every limitation, the coverage-note codes responses can carry, the event types, the screening signals and the plan-type values. Free. Also lists the prices and what isn't charged. Same data as GET /coverage of the Plan Data API.	What the data covers per plan year, every limitation, the coverage-note codes responses can carry, the event types, the screening signals and the plan-type values. Free. Also lists the prices and what isn't charged. Same data as GET /coverage of the Plan Data API.	No	Yes	Yes	No
`get_plan`The plan as of its latest filing: identity and status, plan type and features, assets and participants, average balance and approximate return, recordkeeper, advisors and auditor, headline fees, screening signals and data-quality flags. When the latest year is a small-plan filing (no Schedule C), the recordkeeper shown is the last one seen on an earlier Schedule C, labeled with its year and a lower confidence. `availability` says which years `get_plan_history` and `get_plan_fees` will return. Price: $0.03 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /plan of the Plan Data API.	The plan as of its latest filing: identity and status, plan type and features, assets and participants, average balance and approximate return, recordkeeper, advisors and auditor, headline fees, screening signals and data-quality flags. When the latest year is a small-plan filing (no Schedule C), the recordkeeper shown is the last one seen on an earlier Schedule C, labeled with its year and a lower confidence. `availability` says which years `get_plan_history` and `get_plan_fees` will return. Price: $0.03 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /plan of the Plan Data API.	No	Yes	Yes	No
`get_plan_fees`For each large plan year: Schedule C pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis points of average net assets; every provider on the Schedule C with names as filed, codes, direct and indirect pay; Schedule H line 2i expenses as a second view; and a completeness rating with the reasons. Small plans file no Schedule C: the response still succeeds, with `schedule_c_available: false` and the plan-paid expenses that small plans do report. Check `get_plan` `availability.fee_years` first to see which years have a breakdown. Fees are floors: see `meta.coverage_notes`. Price: $0.10 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /fees of the Plan Data API.	For each large plan year: Schedule C pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis points of average net assets; every provider on the Schedule C with names as filed, codes, direct and indirect pay; Schedule H line 2i expenses as a second view; and a completeness rating with the reasons. Small plans file no Schedule C: the response still succeeds, with `schedule_c_available: false` and the plan-paid expenses that small plans do report. Check `get_plan` `availability.fee_years` first to see which years have a breakdown. Fees are floors: see `meta.coverage_notes`. Price: $0.10 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /fees of the Plan Data API.	No	Yes	Yes	No
`get_plan_history`One entry per plan year, oldest first: the filing used, assets and participants, average balance, approximate return, participant growth (flagged across the 2023 counting change), the growth breakdown (contributions, investment return, distributions, expenses, transfers), plan-paid expenses and Schedule C fees in bps, the year's recordkeeper / primary advisor / auditor, and the change events detected that year. Price: $0.25 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /plan/history of the Plan Data API.	One entry per plan year, oldest first: the filing used, assets and participants, average balance, approximate return, participant growth (flagged across the 2023 counting change), the growth breakdown (contributions, investment return, distributions, expenses, transfers), plan-paid expenses and Schedule C fees in bps, the year's recordkeeper / primary advisor / auditor, and the change events detected that year. Price: $0.25 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /plan/history of the Plan Data API.	No	Yes	Yes	No
`list_prospects`A 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), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). 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.	A 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), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). 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.	No	Yes	Yes	No
`search_plans`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), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). 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.	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), or from card credits (an app signed in at /connect, or an 'Authorization: Bearer <key>' header). 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.	No	Yes	Yes	No

Details

Registry status: Active
Published: Nov 8, 2026
Updated: Nov 8, 2026
Website: Not given
Repository: Not given
Categories (suggested): CRMSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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