@pipeworx/form5500

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.

Part of Pipeworx — an MCP gateway connecting AI agents to 1865+ live data sources. This is an independent, unofficial integration — not affiliated with, endorsed by, or published by the upstream provider.

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.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

{
  "mcpServers": {
    "form5500": {
      "url": "https://gateway.pipeworx.io/form5500/mcp"
    }
  }
}

What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/form5500/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — ask_pipeworx, discover_tools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

This is deliberate, not multiplexing by accident. The meta-tools are what let a scoped connection answer a question this pack does not cover — via ask_pipeworx, which routes across the whole catalog — without you adding a second MCP server. There is currently no way to mount a pack endpoint without them; if the extra schemas cost you more context than the routing is worth, connect to the full gateway once rather than to several pack endpoints.

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

{
  "mcpServers": {
    "pipeworx": {
      "url": "https://gateway.pipeworx.io/mcp"
    }
  }
}

Both URLs reach the same gateway and the same 1865+ data sources. The only difference is which pack's tools are listed directly; `ask_

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