Starting with 2024 filings, Form 5500 now includes a unique 7-digit Plan Provider Code (LSN) for all employers using pre-approved retirement plan documents—even small plans filing the simplified short form (Form 5500-SF).
This change unlocks new data visibility across the entire plan market, and PlanPro has integrated it to power smarter prospecting for retirement plan advisors.
What This Means for You
Historically, small plans (under 100 participants) submitted stripped-down forms that lacked critical provider details. Now, thanks to the mandatory provider code, PlanPro can identify which document providers these smaller companies are using—giving you a more complete picture of the market.
With PlanPro, you can now:
- See provider usage across all plan sizes, not just large plans.
- Spot growing competitors or emerging providers gaining traction.
- Prioritize prospects based on provider relationships you’ve won against before.
No Extra Work Required
You don’t need to change anything—PlanPro automatically integrates this data enhancement into your dashboards and search tools.
Want to Dive Deeper?
Use this official IRS provider list (PDF) to find Plan Provider Codes:
- Open the PDF and search for the Plan Sponsor or Provider Name you’re researching.
- Copy the related LSN (Listing Status Number).
- Paste that LSN into the PlanPro search bar to see connected plans and usage trends.