{"id":37887,"date":"2026-09-15T11:01:23","date_gmt":"2026-09-15T10:01:23","guid":{"rendered":"https:\/\/www.exchange-data.com\/?p=37887"},"modified":"2026-09-15T11:02:02","modified_gmt":"2026-09-15T10:02:02","slug":"exchange-data-international-partners-with-axiomatic-data-to-provide-us-retirement-plan-data","status":"publish","type":"post","link":"https:\/\/www.exchange-data.com\/de\/exchange-data-international-partners-with-axiomatic-data-to-provide-us-retirement-plan-data\/","title":{"rendered":"Exchange Data International Partners with Axiomatic Data to provide US Retirement Plan Data"},"content":{"rendered":"<p><span style=\"font-weight: 400;\"><em>A structured database transforms Form 5500 filings into actionable insight covering 60,000 plans, 450+ asset managers, and 6,500+ funds<\/em><\/span><\/p>\n<p><strong>New York, United States \/\/ September 15, 2026 \u2013 <\/strong><span style=\"font-weight: 400;\">Exchange Data International (EDI) has launched <a href=\"https:\/\/www.exchange-data.com\/product\/form-5500-defined-contribution-plan-data\/\">Form 5500 Defined Contribution Plan Data<\/a> in partnership with Axiomatic Data<\/a>, providing asset managers and wealth management platforms with structured intelligence from the complex US retirement plan market.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Form 5500 filings contain valuable information about retirement plans, sponsors, fund investments, service providers, and fees, but this data is scattered across thousands of regulatory documents. The new offering extracts and standardizes this information, including detailed fund holdings from Schedule H filings that competitors typically skip.<\/span><\/p>\n<p><strong>Features include:<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Coverage of 60,000 plans, 450+ asset managers, and 6,500+ funds<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Fund holdings intelligence and service provider data<\/span><\/li>\n<li><span style=\"font-weight: 400;\">200+ pre-computed data elements across 20 categories<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Three years of historical data with quarterly updates<\/span><\/li>\n<\/ul>\n<p><strong>Learn how Form 5500 Defined Contribution Plan Data works.<\/a> <\/strong><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.exchange-data.com\/product\/form-5500-defined-contribution-plan-data\/\">View the product page<\/a> or contact EDI for a demo via <a href=\"mailto:info@exchange-data.com\">info@exchange-data.com<\/a>.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2020\/11\/Jonathan-Bloch-EDI-CEO.jpg\" alt=\"Jonathan Bloch, CEO at EDI\" width=\"20%\" align=\"left\" hspace=\"10\" \/><span style=\"font-weight: 400;\">&#8222;The retirement plan market contains a significant amount of valuable information, but it is very difficult to process, and it is mixed with complex regulatory filings.\u2019\u2019 said Jonathan Bloch, CEO of Exchange Data International. \u2018\u2019By partnering with Axiomatic Data to transform  Form 5500 filings into structured data, we help professionals spend less time processing information and more time understanding the market dynamics and identifying the opportunities.\u2019<\/strong><\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.exchange-data.com\/wp-content\/uploads\/2026\/09\/steve-goldstein.webp\" alt=\"Steve Goldstein CEO Axiomatic Data\" width=\"20%\" align=\"left\" hspace=\"10\" \/><span style=\"font-weight: 400;\">&#8222;Building the data is only half the job. It needs to reach the people who can act on it. EDI has spent decades getting trusted financial data into the hands of institutions worldwide. This partnership puts our Form 5500 intelligence in front of the asset managers and investment professionals who need it most,&#8220; <strong>said Steve Goldstein<strong>, Partner at Axiomatic Data. <\/strong><\/span><\/p>\n<p><strong>About Exchange Data International<\/strong><br \/>\n<span style=\"font-weight: 400;\">Exchange Data International (EDI) is a leading provider of global securities data, delivering high-quality, comprehensive market data to financial institutions worldwide. Specialising in pricing, corporate actions, and reference data, EDI helps clients navigate complex global markets with reliable, timely, and customizable market data.<\/span><br \/>\n<a href=\"https:\/\/www.exchange-data.com\/\">Visit Exchange Data International<\/a><\/p>\n<p><strong>About Axiomatic Data<\/strong><br \/>\n<span style=\"font-weight: 400;\">Axiomatic Data, LLC transforms IRS Form 5500 (ERISA) filings into structured, actionable intelligence on U.S. retirement plans and the public and private companies that sponsor them. Axiomatic&#8217;s data products support investment research, competitive analysis, and market insights for asset managers, wealth platforms, and institutional investors.<\/span><br \/>\n<a href=\"https:\/\/www.axiomaticdata.com\/\">Visit Axiomatic Data<\/a><\/p>\n<p><strong>Media Contact<\/strong><br \/>\n<span style=\"font-weight: 400;\">Exchange Data International<\/span><br \/>\n<span style=\"font-weight: 400;\">Romy Threadgold<\/span><br \/>\n<a href=\"mailto:r.threadgold@exchange-data.com\">r.threadgold@exchange-data.com<\/a><\/p>\n<p><center>-END-<\/center><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A structured database transforms Form 5500 filings into actionable insight covering 60,000 plans, 450+ asset managers, and 6,500+ funds New York, United States \/\/ September 15, 2026 \u2013 Exchange Data International (EDI)<\/p>\n<a href=\"https:\/\/www.exchange-data.com\/de\/exchange-data-international-partners-with-axiomatic-data-to-provide-us-retirement-plan-data\/\" class=\"more-link\">Learn More<\/a>.","protected":false},"author":13,"featured_media":37923,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_seopress_titles_title":"","_seopress_titles_desc":"A structured database transforms Form 5500 filings into actionable insight covering 60,000 plans, 450+ asset managers, and 6,500+ funds","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"22","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"","_seopress_social_fb_desc":"","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"","_seopress_social_twitter_desc":"","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"form 5500 due date,form 5500 data,form 5500 filing date,Form 5500 data","_seopress_news_disabled":"","_seopress_video_disabled":"","_seopress_video":[],"_seopress_pro_schemas_manual":[],"_seopress_pro_rich_snippets_disable_all":"","_seopress_pro_rich_snippets_disable":[],"_seopress_pro_schemas":[],"inline_featured_image":false,"footnotes":""},"categories":[22,63],"tags":[],"class_list":["post-37887","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-insights-archives-edi","category-press-releases-edi"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/posts\/37887","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/comments?post=37887"}],"version-history":[{"count":0,"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/posts\/37887\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/media\/37923"}],"wp:attachment":[{"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/media?parent=37887"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/categories?post=37887"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.exchange-data.com\/de\/wp-json\/wp\/v2\/tags?post=37887"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}