Pooled Employer Plan

Statistical tables of Form PR and Form 5500 data related to Pooled Plan Providers (PPPs) and Pooled Employer Plans (PEPs). Form PR data is used to identify the number of unique PPPs, their reasons for filing, how many PEPs they sponsor, and whether the PPP can be matched to a PEP Form 5500 filing. Additionally, data from PEP Form 5500 filings provides statistics on the total number of plans, participants, assets, and service providers.

  • 2025

    This bulletin presents statistics on PPPs based on Form PR filings submitted through December 31, 2023, and on PEPs based on statistical year 2021 and 2022 Form 5500 data. The various tables and graphs provide a snapshot of the current universe of PPPs and the PEPs that they sponsor.

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