Information Collection

Annual Information Return/Report of Employee Benefit Plan

IC 13467 under ICR 202203-1210-005 · OMB 1210-0110.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1210-0110 can be found here:

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form Form 5500 Annual Information Return/Report of Employee Benefit Plan	Form
2022 Form 5500 Instructions 050622-Clean.docx	Instruction
2022 Form 5500 Instructions 050622-Clean.docx	Instruction
2022 Form 5500SF Instructions 050622-Clean.docx	Instruction
2022 Form 5500SF Instructions 050622-Clean.docx	Instruction
Form 5500 Annual Return/Report of Employee Benefit Plan 220413 Form 5500-Clean.docx	Form
Form 5500 Annual Return/Report of Employee Benefit Plan 220413 Form 5500-Clean.docx	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 220413 Form 5500-SF-Clean.docx	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 220413 Form 5500-SF-Clean.docx	Form
Form 5500 Schedule Insurance Information 220413 Sch A-Clean.docx	Form
Form 5500 Schedule Insurance Information 220413 Sch A-Clean.docx	Form
Form 5500 Schedule Service Provider Information 220413 Sch C-Clean.docx	Form
Form 5500 Schedule Service Provider Information 220413 Sch C-Clean.docx	Form
Form 5500 Schedule DFE/Participating Plan Information 220413 Sch D-Clean.docx	Form
Form 5500 Schedule DFE/Participating Plan Information 220413 Sch D-Clean.docx	Form
Form 5500 Schedule Financial Transaction Schedules 220413 Sch G-Clean.docx	Form
Form 5500 Schedule Financial Transaction Schedules 220413 Sch G-Clean.docx	Form
Form 5500 Schedule Financial Information 220413 Sch H-Clean.docx	Form
Form 5500 Schedule Financial Information 220413 Sch H-Clean.docx	Form
Form 5500 Schedule Financial Information--Small Plans 220413 Sch I-Clean.docx	Form
Form 5500 Schedule Financial Information--Small Plans 220413 Sch I-Clean.docx	Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 220413 Sch MB-Clean.docx	Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 220413 Sch MB-Clean.docx	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 220413 Sch SB-Clean.docx	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 220413 Sch SB-Clean.docx	Form
Form 5500 Schedule Retirement Plan Information 220413 Sch R-Clean.docx	Form
Form 5500 Schedule Retirement Plan Information 220413 Sch R-Clean.docx	Form

Information Collection (IC) Details

View Information Collection (IC)

IC Title:

Annual Information Return/Report of Employee Benefit Plan

Agency IC Tracking Number:

Is this a Common Form? No

IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 2520.103-1

Information Collection Instruments:

table that charts list of instruments
Document Type	Form No.	Form Name	Instrument File	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	Form 5500	Annual Return/Report of Employee Benefit Plan	220413 Form 5500-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500-SF	Short Form Annual Return/Report of Small Employee Benefit Plan	220413 Form 5500-SF-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule A	Insurance Information	220413 Sch A-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule C	Service Provider Information	220413 Sch C-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule D	DFE/Participating Plan Information	220413 Sch D-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule G	Financial Transaction Schedules	220413 Sch G-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule H	Financial Information	220413 Sch H-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule I	Financial Information--Small Plans	220413 Sch I-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MB	Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information	220413 Sch MB-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule SB	Single-Employer Defined Benefit Plan Actuarial Information	220413 Sch SB-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule R	Retirement Plan Information	220413 Sch R-Clean.docx	Yes	Yes	Fillable Fileable Signable
Instruction			2022 Form 5500 Instructions 050622-Clean.docx	Yes	Yes	Fillable Fileable
Instruction			2022 Form 5500SF Instructions 050622-Clean.docx	Yes	Yes	Fillable Fileable

Federal Enterprise Architecture Business Reference Module

Line of Business: Income Security

Subfunction: General Retirement and Disability

Privacy Act System of Records

Title:

FR Citation:

Number of Respondents: 839,728

Number of Respondents for Small Entity: 682,241

Affected Public: Private Sector

Private Sector: Businesses or other for-profits, Not-for-profit institutions

Percentage of Respondents Reporting Electronically: 100 %

table that charts list of burden
	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	839,728	-1,195	840,923
Annual IC Time Burden (Hours)	3,029,299	-2,350	3,031,649
Annual IC Cost Burden (Dollars)	0	0	0

Documents for IC

table that charts IC Documents
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.