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Direct Filing Entity
Statistical summary of Form 5500 data on Direct Filing Entities (DFEs) including counts of DFEs, counts of private pension plans invested in DFEs, and asset counts. Table 11 distributes the assets reported by pension plans in DFEs into the other financial asset categories and replicates Table C4 of the Private Pension Plan Bulletins Abstract of Form 5500 Annual Reports.
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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.
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Private Pension Plan
Statistical summary of Form 5500 data on private pension plans including plan counts, participant counts, and financial totals (including assets by category, contributions, and benefits).