Information Collection

Annual Information Return/Report

IC 13607 under ICR 202302-1212-003 · OMB 1212-0057.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1212-0057 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	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 2023 Form 5500 230127 Form 5500.docx	Form
Form 5500 2023 Form 5500 230127 Form 5500.docx	Form
Form 5500-EZ 2023 Form 5500-EZ 230127 Form 5500-EZ.docx	Form
Form 5500-EZ 2023 Form 5500-EZ 230127 Form 5500-EZ.docx	Form
Form 5500-SF 2023 Form 5500-SF 230127 Form 5500-SF.docx	Form
Form 5500-SF 2023 Form 5500-SF 230127 Form 5500-SF.docx	Form
Form 5558 2023 Form 5558 230127 Form 5558.docx	Form
Form 5558 2023 Form 5558 230127 Form 5558.docx	Form
Schedule A 2023 Schedule A 230127 Sch A.docx	Form
Schedule A 2023 Schedule A 230127 Sch A.docx	Form
Schedule C 2023 Schedule C 230127 Sch C.docx	Form
Schedule C 2023 Schedule C 230127 Sch C.docx	Form
Schedule D 2023 Schedule D 230127 Sch D.docx	Form
Schedule D 2023 Schedule D 230127 Sch D.docx	Form
Schedule DCG 2023 Schedule DCG 230127 Sch DCG.docx	Form
Schedule DCG 2023 Schedule DCG 230127 Sch DCG.docx	Form
Schedule G 2023 Schedule G 230127 Sch G.docx	Form
Schedule G 2023 Schedule G 230127 Sch G.docx	Form
Schedule H 2023 Schedule H 230127 Sch H.docx	Form
Schedule H 2023 Schedule H 230127 Sch H.docx	Form
Schedule I 2023 Schedule I 230127 Sch I.docx	Form
Schedule I 2023 Schedule I 230127 Sch I.docx	Form
Schedule MB 2023 Schedule MB 230127 Sch MB.docx	Form
Schedule MB 2023 Schedule MB 230127 Sch MB.docx	Form
Schedule MEP 2023 Schedule MEP 230127 Sch MEP.docx	Form
Schedule MEP 2023 Schedule MEP 230127 Sch MEP.docx	Form
Schedule R 2023 Schedule R 230127 Sch R.docx	Form
Schedule R 2023 Schedule R 230127 Sch R.docx	Form
Schedule SB 2023 Schedule SB 230127 Sch SB.docx	Form
Schedule SB 2023 Schedule SB 230127 Sch SB.docx	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:

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	2023 Form 5500	230127 Form 5500.docx	Yes	Yes	Fillable Fileable
Form	Form 5500-EZ	2023 Form 5500-EZ	230127 Form 5500-EZ.docx	No		Fillable Fileable
Form	Form 5500-SF	2023 Form 5500-SF	230127 Form 5500-SF.docx	Yes	Yes	Fillable Fileable
Form	Form 5558	2023 Form 5558	230127 Form 5558.docx	No		Fillable Fileable
Form	Schedule A	2023 Schedule A	230127 Sch A.docx	Yes	Yes	Fillable Fileable
Form	Schedule C	2023 Schedule C	230127 Sch C.docx	Yes	Yes	Fillable Fileable
Form	Schedule D	2023 Schedule D	230127 Sch D.docx	Yes	Yes	Fillable Fileable
Form	Schedule DCG	2023 Schedule DCG	230127 Sch DCG.docx	Yes	Yes	Fillable Fileable
Form	Schedule G	2023 Schedule G	230127 Sch G.docx	Yes	Yes	Fillable Fileable
Form	Schedule H	2023 Schedule H	230127 Sch H.docx	Yes	Yes	Fillable Fileable
Form	Schedule I	2023 Schedule I	230127 Sch I.docx	Yes	Yes	Fillable Fileable
Form	Schedule MB	2023 Schedule MB	230127 Sch MB.docx	Yes	Yes	Fillable Fileable
Form	Schedule MEP	2023 Schedule MEP	230127 Sch MEP.docx	Yes	Yes	Fillable Fileable
Form	Schedule R	2023 Schedule R	230127 Sch R.docx	Yes	Yes	Fillable Fileable
Form	Schedule SB	2023 Schedule SB	230127 Sch SB.docx	Yes	Yes	Fillable Fileable
Instruction			2023 Form 5500 Instructions 02-21-2022 ROCIS.docx	No		Fillable Fileable
Instruction			2023 Form 5500SF Instructions 2-21-2023 ROCIS.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: N/A

FR Citation: 88 FR 11984

Number of Respondents: 25,000

Number of Respondents for Small Entity: 17,400

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	Previously Approved
Annual Number of Responses for this IC	25,000	25,000
Annual IC Time Burden (Hours)	15,089	15,089
Annual IC Cost Burden (Dollars)	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.