Annual Information Return/Report

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1212-0057 can be found here:

Documents and Forms

Document Name Document Type
Form 5500 Annual Information Return/Report Form
5500 Annual Return/Report of Employee Benefit Plan Form_5500_and_Schedules.pdf Form
5500-SF Short Form Annual Return/Report of Small Employee Benefi Form_5500_SF_70424.pdf Form

Information Collection (IC) Details

View Information Collection (IC)

IC Title:	Annual Information Return/Report	Agency IC Tracking Number:

Is this a Common Form? No		IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 4065

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	URL	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	5500	Annual Return/Report of Employee Benefit Plan	Form_5500_and_Schedules.pdf		Yes	Yes	Fillable Fileable
Form	5500-SF	Short Form Annual Return/Report of Small Employee Benefit Plan	Form_5500_SF_70424.pdf		Yes	Yes	Fillable Fileable

Line of Business: Income Security

Subfunction: General Retirement and Disability

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 30,300	Number of Respondents for Small Entity: 18,300

Affected Public: Private Sector	Private Sector: Not-for-profit institutions

Percentage of Respondents Reporting Electronically: 1 %

	Approved	Program Change Due to New Statute	Previously Approved
Annual Number of Responses for this IC	30,300	0	30,300
Annual IC Time Burden (Hours)	2,000	200	1,800
Annual IC Cost Burden (Dollars)	1,830,000	230,000	1,600,000

Documents for IC

Title	Document	Date Uploaded
No associated records found

Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.