Information Collection

Annual Information Return/Report

IC 13607 under ICR 202403-1212-004 · 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⚠️ Notice: This information collection may be referencing outdated material.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
Form Form 5500 Annual Information Return/Report	Form
2024 Form 5500 Instructions 240311_clean.docx	Instruction
2024 Form 5500 Instructions 240311_clean.docx	Instruction
2024 Form 5500SF Instructions 240311_clean.docx	Instruction
2024 Form 5500SF Instructions 240311_clean.docx	Instruction
Form 5500 2024 Form 5500 240311 Form 5500_clean.docx	Form
Form 5500 2024 Form 5500 240311 Form 5500_clean.docx	Form
Form 5500-SF 2024 Form 5500-SF 240311 Form 5500-SF_clean.docx	Form
Form 5500-SF 2024 Form 5500-SF 240311 Form 5500-SF_clean.docx	Form
Schedule A 2024 Schedule A 240311 Sch A_clean.docx	Form
Schedule A 2024 Schedule A 240311 Sch A_clean.docx	Form
Schedule C 2024 Schedule C 240311 Sch C_clean.docx	Form
Schedule C 2024 Schedule C 240311 Sch C_clean.docx	Form
Schedule D 2024 Schedule D 240311 Sch D_clean.docx	Form
Schedule D 2024 Schedule D 240311 Sch D_clean.docx	Form
Schedule G 2024 Schedule G 240311 Sch G_clean.docx	Form
Schedule G 2024 Schedule G 240311 Sch G_clean.docx	Form
Schedule H 2024 Schedule H 240311 Sch H_clean.docx	Form
Schedule H 2024 Schedule H 240311 Sch H_clean.docx	Form
Schedule DCG 2024 Schedule DCG 240311 Sch DCG_clean.docx	Form
Schedule DCG 2024 Schedule DCG 240311 Sch DCG_clean.docx	Form
Schedule I 2024 Schedule I 240311 Sch I_clean.docx	Form
Schedule I 2024 Schedule I 240311 Sch I_clean.docx	Form
Schedule MB 2024 Schedule MB 240311 Sch MB_clean.docx	Form
Schedule MB 2024 Schedule MB 240311 Sch MB_clean.docx	Form
Schedule MEP 2024 Schedule MEP 240311 Sch MEP_clean.docx	Form
Schedule MEP 2024 Schedule MEP 240311 Sch MEP_clean.docx	Form
Schedule R 2024 Schedule R 240311 Sch R_clean.docx	Form
Schedule R 2024 Schedule R 240311 Sch R_clean.docx	Form
Schedule SB 2024 Schedule SB 240311 Sch SB_clean.docx	Form
Schedule SB 2024 Schedule SB 240311 Sch SB_clean.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	2024 Form 5500	240311 Form 5500_clean.docx	Yes	Yes	Fillable Fileable
Form	Form 5500-SF	2024 Form 5500-SF	240311 Form 5500-SF_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule A	2024 Schedule A	240311 Sch A_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule C	2024 Schedule C	240311 Sch C_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule D	2024 Schedule D	240311 Sch D_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule G	2024 Schedule G	240311 Sch G_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule H	2024 Schedule H	240311 Sch H_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule DCG	2024 Schedule DCG	240311 Sch DCG_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule I	2024 Schedule I	240311 Sch I_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule MB	2024 Schedule MB	240311 Sch MB_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule MEP	2024 Schedule MEP	240311 Sch MEP_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule R	2024 Schedule R	240311 Sch R_clean.docx	Yes	Yes	Fillable Fileable
Form	Schedule SB	2024 Schedule SB	240311 Sch SB_clean.docx	Yes	Yes	Fillable Fileable
Instruction			2024 Form 5500 Instructions 240311_clean.docx	Yes	Yes	Fillable Fileable
Instruction			2024 Form 5500SF Instructions 240311_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: 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.