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EBSA · Regulatory Enforcement Intelligence

DOL Employee Benefits Security Administration

EBSA enforces ERISA's fiduciary and disclosure rules for private-sector retirement and health plans through civil investigations, criminal referrals, informal complaint resolution, and voluntary correction programs. Its fiscal year runs October 1 to September 30, and it publishes an annual enforcement fact sheet each year.

By Category and Fiscal Year
CategoryFY2019FY2020FY2021FY2022FY2023FY2024FY2025
Civil Investigations Closed
Criminal Investigations Closed
Monetary Recoveries
Informal Complaint Resolutions
Voluntary Fiduciary Correction Program

● sourced dataset available · ○ dataset pending additional source verification · — not covered in this dataset

What Each Category Covers
Civil Investigations Closed

Civil investigations into plan fiduciaries, service providers, and administrators that EBSA closed in the fiscal year, with or without an enforcement outcome.

Criminal Investigations Closed

Criminal investigations into plan-related theft, kickbacks, and fraud that EBSA's Office of Criminal Enforcement closed, including cases referred for prosecution.

Monetary Recoveries

Total monetary results EBSA obtained for plans, participants, and beneficiaries through civil enforcement and informal resolution.

Informal Complaint Resolutions

Benefit-claim complaints and inquiries EBSA's Benefits Advisors resolved informally, without opening a formal investigation.

Voluntary Fiduciary Correction Program

Applications processed and correction amounts reported under the Voluntary Fiduciary Correction Program and the Delinquent Filer Voluntary Compliance Program.

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