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Early view of CY 2022 performance of 401(k) plans


Uses latest, but still incomplete, data (10/2/2023) from DOL EBSA on 13,645 401(k) plans whose 2022 start date is Q1 (Jan-Mar), that filed a Schedule H, and had at least $1 in total assets. View the data dictionary.

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A sentence is worth 1,000 data.®

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Compile comparisons into a plan's stand-out score

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