Footnotes

Retirement Plans

Pro

Returns defined-benefit pension and other-postretirement (OPEB) disclosures from the benefits footnote: funded status, benefit obligation, cost components, employer contributions, discount-rate assumptions, and the plan-asset book with asset categories cross-tabbed by fair-value level (Level 1 / 2 / 3 / NAV).

Each period entry carries one object per plan bucket, the (type, location) grid the filer disclosed: pension vs postretirement vs supplemental, US vs foreign vs a specific country. Buckets the filer left untagged appear with type/location null (the all-plans rollup). Raw axis members ride along in typeMembers/locationMembers; the plan-asset book nests under planAssets.byCategory with per-level amounts plus actual and target allocation shares.

fundedStatus is the filer's tagged figure when present; otherwise it is derived as planAssets.total − benefitObligation (same bucket, one currency) and flagged fundedStatusDerived: true.

Monetary values default to US dollars (currency parameter as on the statements endpoints: balances at the period-end spot rate, cost/contribution flows at the period-average rate, fx audit block, currency=original for as-filed). Rates and allocation shares are fractions of 1 and never converted.

What this data can tell you:

  • Funded status: over- or under-funded, per plan bucket.
  • Sensitivity to actuarial assumptions (discount rates, expected return vs actual return).
  • Level 3 share of plan assets.
  • Pension cost trend in earnings (service and interest components).

Data honesty notes:

  • The full footnote is an annual (10-K) disclosure; quarterly entries carry the cost components 10-Qs tag plus year-end balances as Q4.
  • Plan-NAME breakdowns (e.g. individual multiemployer plans) are not served in this version: the grid is type × location.
  • Mis-tagged whole-percent rates/allocations are re-scaled and flagged normalized: true.
  • Coverage is US-GAAP filers with defined-benefit plans (~28% of the active universe: most younger companies have none).
get/api/footnotes/retirement-plans

Query parameters

symbolstring

Stock ticker symbol. Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

cikinteger

SEC Central Index Key (CIK).

cusipstring

CUSIP identifier (9 characters).

composite_figistring

Composite OpenFIGI identifier.

share_class_figistring

Share-class OpenFIGI identifier.

currencystring

Currency to return all monetary values in (default USD).

Pass any ISO 4217 code from the table below, or original to disable conversion and receive every figure in its own as-reported currency. With a target currency, any line item not already in it is converted on the fly at the period-appropriate rate (spot for balance-sheet instants, period-average for income/cash-flow flows); values already in the target pass through untouched (no round-trip), and the per-period fx block records the rate(s) applied. A currency that cannot be priced for a given period leaves those facts native and flags them under fx.unconverted.

Accepted values

CodeCurrency
originalReturn every value in its original as-reported currency (no conversion)
USDUS Dollar, default
AEDUnited Arab Emirates Dirham
AFNAfghan Afghani
ALLAlbanian Lek
AMDArmenian Dram
ANGNetherlands Antillean Guilder
AOAAngolan Kwanza
ARSArgentine Peso
AUDAustralian Dollar
AWGAruban Florin
AZNAzerbaijani Manat
BAMBosnia-Herzegovina Convertible Mark
BBDBarbadian Dollar
BDTBangladeshi Taka
BGNBulgarian Lev
BHDBahraini Dinar
BIFBurundian Franc
BMDBermudan Dollar
BNDBrunei Dollar
BOBBolivian Boliviano
BRLBrazilian Real
BSDBahamian Dollar
BTNBhutanese Ngultrum
BWPBotswanan Pula
BYNBelarusian Ruble
BZDBelize Dollar
CADCanadian Dollar
CDFCongolese Franc
CHFSwiss Franc
CLPChilean Peso
CNYChinese Yuan
COPColombian Peso
CRCCosta Rican Colón
CUPCuban Peso
CVECape Verdean Escudo
CZKCzech Koruna
DJFDjiboutian Franc
DKKDanish Krone
DOPDominican Peso
DZDAlgerian Dinar
EGPEgyptian Pound
ERNEritrean Nakfa
ETBEthiopian Birr
EUREuro
FJDFijian Dollar
FKPFalkland Islands Pound
GBPBritish Pound
GELGeorgian Lari
GHSGhanaian Cedi
GIPGibraltar Pound
GMDGambian Dalasi
GNFGuinean Franc
GTQGuatemalan Quetzal
GYDGuyanaese Dollar
HKDHong Kong Dollar
HNLHonduran Lempira
HTGHaitian Gourde
HUFHungarian Forint
IDRIndonesian Rupiah
ILSIsraeli New Shekel
INRIndian Rupee
IQDIraqi Dinar
IRRIranian Rial
ISKIcelandic Króna
JMDJamaican Dollar
JODJordanian Dinar
JPYJapanese Yen
KESKenyan Shilling
KGSKyrgyz Som
KHRCambodian Riel
KMFComorian Franc
KPWNorth Korean Won
KRWSouth Korean Won
KWDKuwaiti Dinar
KYDCayman Islands Dollar
KZTKazakhstani Tenge
LAKLaotian Kip
LBPLebanese Pound
LKRSri Lankan Rupee
LRDLiberian Dollar
LSLLesotho Loti
LYDLibyan Dinar
MADMoroccan Dirham
MDLMoldovan Leu
MGAMalagasy Ariary
MKDMacedonian Denar
MMKMyanmar Kyat
MNTMongolian Tugrik
MOPMacanese Pataca
MRUMauritanian Ouguiya
MURMauritian Rupee
MVRMaldivian Rufiyaa
MWKMalawian Kwacha
MXNMexican Peso
MYRMalaysian Ringgit
MZNMozambican Metical
NADNamibian Dollar
NGNNigerian Naira
NIONicaraguan Córdoba
NOKNorwegian Krone
NPRNepalese Rupee
NZDNew Zealand Dollar
OMROmani Rial
PABPanamanian Balboa
PENPeruvian Sol
PGKPapua New Guinean Kina
PHPPhilippine Peso
PKRPakistani Rupee
PLNPolish Zloty
PYGParaguayan Guarani
QARQatari Riyal
RONRomanian Leu
RSDSerbian Dinar
RUBRussian Ruble
RWFRwandan Franc
SARSaudi Riyal
SBDSolomon Islands Dollar
SCRSeychellois Rupee
SDGSudanese Pound
SEKSwedish Krona
SGDSingapore Dollar
SHPSt. Helena Pound
SLESierra Leonean Leone
SOSSomali Shilling
SRDSurinamese Dollar
SSPSouth Sudanese Pound
STNSão Tomé & Príncipe Dobra
SVCSalvadoran Colón
SYPSyrian Pound
SZLSwazi Lilangeni
THBThai Baht
TJSTajikistani Somoni
TMTTurkmenistani Manat
TNDTunisian Dinar
TOPTongan Paʻanga
TRYTurkish Lira
TTDTrinidad & Tobago Dollar
TWDNew Taiwan Dollar
TZSTanzanian Shilling
UAHUkrainian Hryvnia
UGXUgandan Shilling
UYUUruguayan Peso
UZSUzbekistani Som
VESVenezuelan Bolívar
VNDVietnamese Dong
VUVVanuatu Vatu
WSTSamoan Tala
XAFCentral African CFA Franc
XCDEast Caribbean Dollar
XDRSpecial Drawing Rights
XOFWest African CFA Franc
XPFCFP Franc
YERYemeni Rial
ZARSouth African Rand
ZMWZambian Kwacha
ZWGZimbabwean Gold
period'annual' | 'quarter'

Base reporting period: annual or quarter (the periods companies actually report, without the derived ttm rollup).

The reporting period: annual returns fiscal years; quarter returns what each 10-Q tagged (Q4 = year-end balances).

limitinteger

Maximum number of periods to return (may be clamped by subscription tier).

Response

Defined-benefit plan disclosures by (type, location) bucket, organized by period

periodstring date

The fiscal period end date (YYYY-MM-DD)

fiscalYearinteger

The company's fiscal year (handles non-December year-ends).

fiscalPeriod'FY' | 'Q1' | 'Q2' | 'Q3' | 'Q4'

Fiscal period of a reported value: FY (annual) or Q1-Q4 (quarterly).

dateFiledstring date nullable

SEC filing acceptance date of the newest filing contributing to this period. Use this to gate point-in-time data and avoid lookahead bias.

Example response

[
  {
    "period": "2025-12-31",
    "fiscalYear": 2025,
    "fiscalPeriod": "FY",
    "plans": [
      {
        "type": "pension",
        "location": "US",
        "typeMembers": [
          "us-gaap:PensionPlansDefinedBenefitMember"
        ],
        "locationMembers": [
          "country:US"
        ],
        "currency": "USD",
        "benefitObligation": 48472000000,
        "fundedStatus": -1737000000,
        "employerContributions": 1159000000,
        "netPeriodicCost": 830000000,
        "planAssets": {
          "total": 46735000000,
          "byCategory": [
            {
              "member": "us-gaap:DefinedBenefitPlanEquitySecuritiesMember",
              "name": "Defined Benefit Plan Equity Securities",
              "currency": "USD",
              "level2": 1386000000,
              "allocation": 0.35,
              "targetAllocation": 0.4
            }
          ]
        },
        "assumptions": {
          "discountRateBenefitObligation": 0.056,
          "discountRateNetPeriodicCost": 0.052,
          "expectedReturnRate": 0.068
        }
      }
    ],
    "dateFiled": "2026-02-18",
    "fx": {
      "targetCurrency": "USD",
      "originalCurrencies": [
        "USD",
        "EUR",
        "VEF"
      ],
      "rates": [
        {
          "from": "EUR",
          "method": "average",
          "rate": 1.0824,
          "start": "2024-01-01",
          "end": "2024-12-31"
        },
        {
          "from": "EUR",
          "method": "spot",
          "rate": 1.0389,
          "effectiveDate": "2024-12-31"
        }
      ],
      "unconverted": {
        "VEF": [
          "otherIncomeExpense"
        ]
      }
    }
  }
]

Changes

Changed in 1 of the 10 revisions of this API.1