The following reports provide statistical summaries of Form 5500 data on group health plans that are required to file a Form 5500 including plan counts, participant counts, and financial totals. In addition to these statistical summaries, group health plans are also classified as self-, mixed-, or fully-insured based on an imputation method discussed at more length in each report. These reports additionally serve as appendices to the Annual Reports on Self-Insured Group Health Plans mandated by Congress. Note that there are two 2008 reports, reflecting an important methodological change. For more information, see the technical note included with the January 2012 update.
- 2021 Form 5500 Data: September, 2023, Reflecting Statistical Year Filings
- 2020 Form 5500 Data: October, 2022, Reflecting Statistical Year Filings
- 2019 Form 5500 Data: July, 2021, Reflecting Statistical Year Filings
- 2018 Form 5500 Data: January, 2021, Reflecting Statistical Year Filings
- 2017 Form 5500 Data: September, 2019, Reflecting Statistical Year Filings
- 2016 Form 5500 Data: March, 2019, Reflecting Statistical Year Filings
- 2015 Form 5500 Data: October, 2017, Reflecting Statistical Year Filings
- 2014 Form 5500 Data: September, 2016, Reflecting Statistical Year Filings
- 2013 Form 5500 Data: January, 2016, Reflecting Statistical Year Filings
- 2012 Form 5500 Data: June 2015, Reflecting Statistical Year Filings
- 2011 Form 5500 Data: June 2015, Reflecting Statistical Year Filings
- 2010 Form 5500 Data: March 2014, Reflecting Statistical Year Filings
- 2009 Form 5500 Data: July 2015, Reflecting Statistical Year Filings
- 2008 Form 5500 Data: January 2012 Update, Reflecting Statistical Year Filings
- 2008 Form 5500 Data: March 2011, Reflecting Calendar Year Filings
- 2021 Form 5500 Data: September, 2023, Reflecting Statistical Year Filings
- 2020 Form 5500 Data: October, 2022, Reflecting Statistical Year Filings
- 2019 Form 5500 Data: July, 2021, Reflecting Statistical Year Filings
- 2018 Form 5500 Data: January, 2021, Reflecting Statistical Year Filings
- 2017 Form 5500 Data: September, 2019, Reflecting Statistical Year Filings
- 2016 Form 5500 Data: March, 2019, Reflecting Statistical Year Filings
- 2015 Form 5500 Data: October, 2017, Reflecting Statistical Year Filings
- 2014 Form 5500 Data: September, 2016, Reflecting Statistical Year Filings
- 2013 Form 5500 Data: January, 2016, Reflecting Statistical Year Filings
- 2012 Form 5500 Data: June 2015, Reflecting Statistical Year Filings
- 2011 Form 5500 Data: June 2015, Reflecting Statistical Year Filings
- 2010 Form 5500 Data: March 2014, Reflecting Statistical Year Filings
- 2009 Form 5500 Data: July 2015, Reflecting Statistical Year Filings
- 2008 Form 5500 Data: January 2012 Update, Reflecting Statistical Year Filings
- 2008 Form 5500 Data: March 2011, Reflecting Calendar Year Filings
- 2021 Form 5500 Data: September, 2023, Reflecting Statistical Year Filings
- 2020 Form 5500 Data: October, 2022, Reflecting Statistical Year Filings
- 2019 Form 5500 Data: July, 2021, Reflecting Statistical Year Filings
- 2018 Form 5500 Data: January, 2021, Reflecting Statistical Year Filings
- 2017 Form 5500 Data: September, 2019, Reflecting Statistical Year Filings
- 2016 Form 5500 Data: March, 2019, Reflecting Statistical Year Filings
- 2015 Form 5500 Data: October, 2017, Reflecting Statistical Year Filings
- 2014 Form 5500 Data: September, 2016, Reflecting Statistical Year Filings
- 2013 Form 5500 Data: January, 2016, Reflecting Statistical Year Filings
- 2012 Form 5500 Data: June 2015, Reflecting Statistical Year Filings
- 2011 Form 5500 Data: June 2015, Reflecting Statistical Year Filings
- 2010 Form 5500 Data: March 2014, Reflecting Statistical Year Filings
- 2009 Form 5500 Data: July 2015, Reflecting Statistical Year Filings
- 2008 Form 5500 Data: January 2012 Update, Reflecting Statistical Year Filings
- 2008 Form 5500 Data: March 2011, Reflecting Calendar Year Filings