OMB control number
Annual Return/Report of Employee Benefit Plan
OMB 1545-1610 · TREAS/IRS.
OMB 1545-1610
Form 5500 is an annual information return filed by employee benefit plans. The IRS uses this information to determine if the plan appears to be operating properly as required under the law or whether the plan should be audited.
The latest form for Annual Return/Report of Employee Benefit Plan expires 2026-05-31 and can be found here.
Latest Forms, Documents, and Supporting Material
Document Name |
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Form and Instruction |
Form and Instruction |
Form and Instruction |
Form and Instruction |
Justification for No Material/Nonsubstantive Change |
Justification for No Material/Nonsubstantive Change |
Supporting Statement A |
Supporting Statement A |
Form 5558 Form 5558 - E-File
Justification for No Material or Nonsubstantive Change to Currently Approved Collection_IRS.docx
Annual Return/Report of Employee Benefit Plan All Historical Document Collections
OMB Details
Annual Return/Report of Employee Benefit Plan
Federal Enterprise Architecture: General Government - Taxation Management
| Form Sch G (Form 5500) | Financial Transaction Schedules | Fillable Fileable | Form |
| Form Sch C (Form 5500) | Service Provider Information | Fillable Fileable | Form |
| Form Sch A (Form 5500) | Insurance Information | Fillable Fileable | Form |
| Form 5500 SF | Short Form Annual Return/Report of Small Employee Benefit Plan | Fillable Fileable | Form |
| Form Sch D (Form 5500) | DFE/Participating Plan Information | Fillable Fileable | Form |
| Form 5500 | Annual Return/Report of Employee Benefit Plan | Fillable Fileable | Form |
| Form Form DCG | Individual Plan Information | Fillable Fileable | Form |
| Form Schedule MEP (Form 5500) | MULTIPLE-EMPLOYER RETIREMENT PLAN INFORMATIO | Fillable Fileable | Form |
| Form Sch SB (Form 5500) | Single-Employer Defined Benefit Plan Actuarial Information | Fillable Fileable | Form |
| Form Sch R (Form 5500) | Retirement Plan Information | Fillable Fileable | Form |
| Form Sch MB (Form 5500) | Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information | Fillable Fileable | Form |
| Form Sch I (Form 5500) | Financial Information Small Plan | Fillable Fileable | Form |
| Form Sch H (Form 5500) | Financial Information | Fillable Fileable | Form |
Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.