Information Collection

Annual Information Return/Report of Employee Benefit Plan

IC 13467 under ICR 202212-1210-003 · 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⚠️ Notice: This information collection may be referencing outdated material.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
2023 Form 5500 Instructions 02-21-2022 ROCIS.docx	Instruction
2023 Form 5500 Instructions 02-21-2022 ROCIS.docx	Instruction
2023 Form 5500SF Instructions 2-21-2023 ROCIS.docx	Instruction
2023 Form 5500SF Instructions 2-21-2023 ROCIS.docx	Instruction
Form 5500 Annual Return/Report of Employee Benefit Plan 230127 Form 5500-Clean.docx	Form
Form 5500 Annual Return/Report of Employee Benefit Plan 230127 Form 5500-Clean.docx	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 230127 Form 5500-SF-Clean.docx	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 230127 Form 5500-SF-Clean.docx	Form
Form 5500 Schedule Insurance Information 230127 Sch A-Clean.docx	Form
Form 5500 Schedule Insurance Information 230127 Sch A-Clean.docx	Form
Form 5500 Schedule Service Provider Information 230127 Sch C-Clean.docx	Form
Form 5500 Schedule Service Provider Information 230127 Sch C-Clean.docx	Form
Form 5500 Schedule DFE/Participating Plan Information 230127 Sch D-Clean.docx	Form
Form 5500 Schedule DFE/Participating Plan Information 230127 Sch D-Clean.docx	Form
Form 5500 Schedule Financial Transaction Schedules 230127 Sch G-Clean.docx	Form
Form 5500 Schedule Financial Transaction Schedules 230127 Sch G-Clean.docx	Form
Form 5500 Schedule Financial Information 230127 Sch H-Clean.docx	Form
Form 5500 Schedule Financial Information 230127 Sch H-Clean.docx	Form
Form 5500 Schedule Financial Information--Small Plans 230127 Sch I-Clean.docx	Form
Form 5500 Schedule Financial Information--Small Plans 230127 Sch I-Clean.docx	Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 230127 Sch MB-Clean.docx	Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 230127 Sch MB-Clean.docx	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 230127 Sch SB-Clean.docx	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 230127 Sch SB-Clean.docx	Form
Form 5500 Schedule Retirement Plan Information 230127 Sch R-Clean.docx	Form
Form 5500 Schedule Retirement Plan Information 230127 Sch R-Clean.docx	Form
Form 5500 Schedule Individual Plan Information 230127 Sch DCG-Clean.docx	Form
Form 5500 Schedule Individual Plan Information 230127 Sch DCG-Clean.docx	Form
Form 5500 Schedule Multiple-Employer Retirement Plan Information 230127 Sch MEP-Clean.docx	Form
Form 5500 Schedule Multiple-Employer Retirement Plan Information 230127 Sch MEP-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	230127 Form 5500-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500-SF	Short Form Annual Return/Report of Small Employee Benefit Plan	230127 Form 5500-SF-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule A	Insurance Information	230127 Sch A-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule C	Service Provider Information	230127 Sch C-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule D	DFE/Participating Plan Information	230127 Sch D-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule G	Financial Transaction Schedules	230127 Sch G-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule H	Financial Information	230127 Sch H-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule I	Financial Information--Small Plans	230127 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	230127 Sch MB-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule SB	Single-Employer Defined Benefit Plan Actuarial Information	230127 Sch SB-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule R	Retirement Plan Information	230127 Sch R-Clean.docx	Yes	Yes	Fillable Fileable Signable
Instruction			2023 Form 5500 Instructions 02-21-2022 ROCIS.docx	Yes	Yes	Fillable Fileable
Instruction			2023 Form 5500SF Instructions 2-21-2023 ROCIS.docx	Yes	Yes	Fillable Fileable
Form	Form 5500 Schedule DCG	Individual Plan Information	230127 Sch DCG-Clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MEP	Multiple-Employer Retirement Plan Information	230127 Sch MEP-Clean.docx	Yes	Yes	Fillable Fileable Signable

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: 839,382

Number of Respondents for Small Entity: 634,947

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	Program Change Due to New Statute	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	845,028	0	5,300	839,728
Annual IC Time Burden (Hours)	2,872,410	-156,889	0	3,029,299
Annual IC Cost Burden (Dollars)	0	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.