IRS Form 5500, Annual Return/Report of Employee Benefit Plan, is a document used to report information about Direct Filing Entities, or DFEs (investment arrangements that manage funds from various plans), and employee benefit plans. Each sponsor or administrator of an employee benefit plan subject to the Employee Retirement Income Security Act of 1974 (ERISA) has to report information about benefit plans every year. This form is the outcome of cooperation between the Internal Revenue Service (IRS), the Department of Labor (DOL), and the Pension Benefit Guaranty Corporation (PBGC). These agencies consolidated several report forms and returns to reduce the burden of filing for employers and plan administrators.
The latest version of the form was jointly released by the IRS, DOL, and the PBGC in 2019 with all previous editions obsolete. A fillable Form 5500 sample is available for download below.
Unlike many other documents, this form cannot be filed by mail or another delivery service. 5500 Forms are to be filed electronically via the DOL's Employee Retirement Income Security Act Filing Acceptance System, and a Form 5500 mailing address does not exist.
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