Research / BenefitPlanPulse
New, Terminating & Large 401(k) Plans from Form 5500 Filings: 2026 statistics from 128,367 public records
California leads with 13,314 of 128,367 records (10.4%), ahead of Texas with 9,883 (7.7%) (as of 2026-11-04; source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
Key findings
- Zalwin's BenefitPlanPulse dataset holds 128,367 BenefitPlanPulse records dated 2026-01-02 to 2026-10-24 (as of 2026-11-04; source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)). #
- California leads with 13,314 of 128,367 records (10.4%), ahead of Texas with 9,883 (7.7%) (as of 2026-11-04; source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)). #
- The most common trigger is Plan with 100+ participants: 113,423 of 128,367 records (88.4%) (as of 2026-11-04; source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)). #
- Across 126,658 records with a stated participants, the total is 234,012,265 and the median is 294; the largest is 2,639,882 (National Education Association Of The United States) (as of 2026-11-04; source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)). #
- The top 10% of records by participants (12,666 of 126,658) account for 78.8% of the total (as of 2026-11-04; source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)). #
- 52,629 of 128,367 records (41.0%) are dated within the 30 days before 2026-11-04 (source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)). #
- In California, the leading trigger is Plan with 100+ participants with 11,871 of 13,314 records (89.2%) (as of 2026-11-04; source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)). #
BenefitPlanPulse records by state
| Group | Records | Share |
|---|---|---|
| California | 13,314 | 10.4% |
| Texas | 9,883 | 7.7% |
| New York | 9,195 | 7.2% |
| Illinois | 6,130 | 4.8% |
| Pennsylvania | 6,068 | 4.7% |
| Ohio | 5,652 | 4.4% |
| Florida | 5,595 | 4.4% |
| Michigan | 4,401 | 3.4% |
| Massachusetts | 4,044 | 3.2% |
| New Jersey | 4,034 | 3.1% |
| Georgia | 3,753 | 2.9% |
| Virginia | 3,641 | 2.8% |
| Minnesota | 3,527 | 2.7% |
| Wisconsin | 3,338 | 2.6% |
| North Carolina | 3,264 | 2.5% |
BenefitPlanPulse records by trigger
| Group | Records | Share |
|---|---|---|
| Plan with 100+ participants | 113,423 | 88.4% |
| New plan (first filing) | 8,843 | 6.9% |
| Final filing (plan terminating or merging) | 6,101 | 4.8% |
Methodology and data provenance
- Sample: 128,367 public records dated 2026-01-02 to 2026-10-24; illustrative samples excluded.
- Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset). Refreshed automatically about every 72 hours; figures above are as of 2026-11-04.
- Shares are of all records in the dataset; totals and medians use only records with a stated participants.
- Organization-level data only. Informational; verify individual records at the official source.
Cite this study
Zalwin Research, "BenefitPlanPulse statistics" (data as of 2026-11-04), https://zalwin.com/research/benefitplanpulse
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