@pipeworx/form5500

Connect: https://pipeworx.io/mcp — every tool in the catalog, including @pipeworx/form5500’s. Install: one-click buttons

No MCP client? Skip the connection: POST https://gateway.pipeworx.io/v1/tools/search_packs {"query":"..."} to find a tool below, GET /v1/tools/<name> for its schema, POST the same URL with arguments for the data — see For AI agents.

Tools: 3

U.S. employee-benefit and pension plan annual returns (Form 5500 / 5500-SF): who sponsors a plan, how many participants, how large the plan is, and, for the plans that file them, the Schedule H (large plans) and Schedule I (small plans) financial line items.

Sources: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), EFAST2 Form 5500 Search (live, per request) and the U.S. Department of Labor, EBSA, Form 5500 Schedule H/I datasets (a stored copy, refreshed from the publisher; data_as_of is in every Schedule response). Federal data, public domain.

Tools

• form5500_search(sponsor?, ein?, plan_name?, state?, plan_year?, ...) — find filings. A sponsor name that matches nothing as written is retried with legal-form words removed (“Corp.”, “Inc”, “LLC”), then word-by-word; the response says which retry answered (search_fallback) or, when none did, lists near names in did_you_mean.
• form5500_filing(ack_id) — one filing plus its Schedule H / Schedule I line items under schedule_h / schedule_i. form5500_filing(ein) — that sponsor’s full filing history.
• form5500_schedule(ein, plan_number, plan_year?) — Schedule H / I line items with no Ack ID.

schedule_status is never null

h, i (data returned) · not_filed_sf (a Form 5500-SF filer: files neither schedule) · full_form_no_schedule (a full Form 5500 with neither schedule) · not_loaded_year (that plan year is not in the stored copy; schedule_loaded_plan_years lists what is) · not_in_dataset_yet (filed after the dataset’s as-of date) · unknown_plan_year · store_unavailable. form5500_schedule adds no_schedule_found.

Line items use friendly names (employer_contributions, total_contributions, total_income, total_benefits_paid, total_expenses, net_assets_eoy, …) plus every stored line under dol_fields by its DOL column name. A line the filer left blank is listed in blank_line_items and absent from line_items; a reported 0 stays 0.

Refresh

bash scripts/form5500/refresh.sh build|load|verify (see the header of that script for the one-time D1 database creation and binding). No deploy is involved in a data refresh.

Tools

• form5500_search — 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
• form5500_filing — Get Form 5500 filing detail from the DOL EFAST2 index. Pass ack_id for a single filing (sponsor, plan name/number, participant counts, begin/end-of-year plan assets, plan type, filing date, and full f
• form5500_schedule — Schedule H (large plan) or Schedule I (small plan) financial line items for a retirement / benefit plan, looked up by employer EIN + plan number (+ plan year) with no Ack ID needed. Returns employer,