Healthcare Practices with Retirement Plans Data
2,529 cross-matched U.S. medical, dental, hospital, and home-health practices that operate ERISA retirement plans, joined across Form 5500, state Secretary of State filings, and the NPPES NPI registry.
Coverage
- DOL EBSA Form 5500 (NAICS-62 filter)
- Palavir nb_businesses state SoS registry
- CMS NPPES NPI Registry (Feb 2026 release)
Schema
Sample of 10+ delivered columns. Full schema documentation ships with the sample.
| Column | Type | Note |
|---|---|---|
| business_name | string | Practice legal business name. Organizational only. |
| ein_hash | string | SHA-256 first 16 hex of sponsor EIN. One-way hash, no reverse lookup. |
| sos_state | string | Two-letter state code of Secretary of State registration. |
| naics_code / naics_label | string | Six-digit NAICS-62 code plus human-readable label. |
| taxonomy_code / taxonomy_label | string | NPPES organizational taxonomy. Populated for 36% of matched records. |
| plan_count | integer | Distinct ERISA plan numbers filed across plan-years 2023-2024. |
| total_participants | integer | Largest single-plan participants beginning of year across the practice. |
| total_plan_assets (Tier 3) | integer | Schedule H total assets EOY. 62.6% coverage on matched sponsors. |
| npi_count | integer | Organizational NPI records matched to practice name. |
| primary_npi_specialty | string | NPPES primary taxonomy text for highest-NPI-volume record. |
Who buys this
Retirement-plan recordkeeper account-takeover targeting
Empower healthcare vertical, Fidelity Health Care benefits, Vanguard FAS, Schwab Retirement Plan Services, ADP TotalSource healthcare, Paychex healthcare, Human Interest, and Guideline.
Group benefits and stop-loss underwriting for healthcare employers
Sun Life healthcare, Unum healthcare, MetLife Group Benefits, The Hartford healthcare, Voya, Symetra healthcare stop-loss.
Practice-management SaaS and EHR targeting
Athenahealth, Kareo/Tebra, eClinicalWorks, NextGen, AdvancedMD, ModMed, DrChrono. NAICS sub-segment plus NPI counts signal practice maturity.
Medical-group, DSO, and dental rollup M&A advisory
Plan_count plus participants is the best public proxy for practice profitability outside of provider tax returns.
TPA, plan-audit, and ERISA compliance vendor targeting
Schedule H attached implies large-plan audit requirement, a direct ICP for healthcare-specialist audit firms.
Pricing tiers
Starter tier checkout is one click. Standard and Enterprise tiers route to a quick scoping conversation before invoice.
Tier 1: Cross-match
Form 5500 NAICS-62 plus state SoS cross-match, current 11-state footprint, internal use
Retirement-plan recordkeeper acquisition, group-benefits underwriting
Tier 2: + NPPES enrichment
Adds NPPES organizational taxonomy enrichment, NPI counts, primary specialty
Practice-management SaaS targeting, healthcare M&A diligence
Tier 3: + Schedule H dollar detail
Adds total plan assets, liabilities, benefit payments, income, funding status. 62.6% coverage.
Plan-administrator account-takeover targeting, asset-management BD
Vertical Slice
Single NAICS-62 sub-segment (e.g. dental 621210, home health 621610, hospitals 622110)
Vertical-targeted underwriting or prospecting
Annual + Resale
Resale rights with 15 percent revshare above $250K downstream revenue
Data resellers, marketplace operators, embedded data
FAQ
Why is the match rate 11.58 percent of the national Form 5500 NAICS-62 universe?
Because nb_businesses currently covers 11 states. Coverage expansion to CA, FL, IL, MA, MI, NJ, OH, and GA over the next 90 days will lift the match rate to roughly 60-70 percent. The 2,529-record sample is a representative slice with the state gate fully disclosed.
Why is the EIN hashed instead of plain?
Because plain EINs are an SSN substitute for solo physician and chiropractor practices. The hashed EIN supports buyer deduplication and rejoin against other Palavir products without exposing the raw EIN downstream.
Does this include practice owner names, signer names, or individual provider names?
No. All individual-person name fields are dropped at the source build step. Only organizational records, organizational NPIs, and aggregate plan-level counts appear.
Can I get Schedule H plan-asset detail?
Yes. Tier 3 is live as of 2026-05-20. The $50K per year bundle joins DOL Schedule H attached financials across plan-years 2018-2023 and adds total plan assets EOY, total liabilities EOY, benefit payments, plan income, and funding status. 62.6 percent of matched sponsors carry Schedule H detail.
NPPES taxonomy enrichment status?
Live as of 2026-05-19. The CMS NPPES Feb 2026 release of 1.71 million organizational records is ingested into Supabase. 36 percent of matched practices carry a populated taxonomy code.
Can I filter to one NAICS-62 sub-segment?
Yes. The $7,500 vertical-slice tier covers a single sub-segment, e.g. all dental 621210, all home health 621610, or all hospitals 622110 cross-matched practices.
Compliance posture
Built from three open public records: DOL EBSA Form 5500, state Secretaries of State, and CMS NPPES. All individual-person name fields are stripped. Raw EINs are replaced with SHA-256 hashes. NPPES individual NPI records (entity type 1) are excluded. Only organizational records appear. Palavir is not registered as a consumer data broker in California, Vermont, Texas, or Oregon. Executive Order 14117 (DOJ Final Rule, January 2025): subscribers are restricted to U.S. entities.