Center for
Retirement Research
at Boston College
Hovey House
140 Commonwealth
Chestnut Hill
MA 02467-3808

617-552-1762 TEL
617-552-0191 FAX
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Data and Documentation

Currently, the 5500-CRR database includes plan-level data for the years 1990-2007. For each year, these datasets include basic plan information (currently provided in the main 5500 Form); actuarial information (schedule B); financial information (schedule H); and pension coverage information (schedule T). The data are available in Stata Format (10+ compatible), the codebooks are in Excel, and the Forms and Instructions are in PDF format. The codebooks provide the link between the data and the actual forms (the column labeled “Item Number” includes the specific position of each variable in the forms).  The original Form instructions include the description of each item in the Form.

2007
Data     Codebook   Forms   Instructions

 

2006
Data     Codebook   Forms    Instructions

 

2005
Data     Codebook   Forms    Instructions

 

2004
Data     Codebook    Forms    Instructions

 

2003
Data     Codebook    Forms    Instructions

 

2002
Data     Codebook    Forms    Instructions

 

2001
Data     Codebook    Forms    Instructions

 

2000
Data     Codebook    Forms    Instructions

 

1999
Data     Codebook    Forms    Instructions

 

1998
Data     Codebook    Forms    Instructions

 

1997
Data     Codebook    Forms    Instructions

 

1996
Data     Codebook    Forms    Instructions

 

1995
Data     Codebook    Forms    Instructions

 

1994
Data     Codebook    Forms    Instructions

 

1993
Data     Codebook    Forms    Instructions

 

1992
Data    Codebook    Forms    Instructions

 

1991
Data     Codebook    Forms    Instructions

 

1990
Data    Codebook    Forms    Instructions