Information Collection

Annual Return/Report of Employee Benefit Plan

IC 40957 under ICR 202504-1545-007 · OMB 1545-1610.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-1610 can be found here:

2026-05-29 - Extension without change of a currently approved collection

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form 5500 Annual Return/Report of Employee Benefit Plan Annual Return/Report of Employee Benefit Plan	Form
Form 5500 SF Short Form Annual Return/Report of Small Employee Benefit Plan Annual Return/Report of Employee Benefit Plan	Form
Form Sch A (Form 5500) Insurance Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch C (Form 5500) Service Provider Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch D (Form 5500) DFE/Participating Plan Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch G (Form 5500) Financial Transaction Schedules Annual Return/Report of Employee Benefit Plan	Form
Form Sch H (Form 5500) Financial Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch I (Form 5500) Financial Information Small Plan Annual Return/Report of Employee Benefit Plan	Form
Form Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch R (Form 5500) Retirement Plan Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information Annual Return/Report of Employee Benefit Plan	Form
Form Schedule MEP (Form MULTIPLE-EMPLOYER RETIREMENT PLAN INFORMATIO Annual Return/Report of Employee Benefit Plan	Form
Form Form DCG Individual Plan Information Annual Return/Report of Employee Benefit Plan	Form
2025 Form 5500SF Instructions 250312 - Clean.docx	Instruction
2025 Form 5500SF Instructions 250312 - Clean.docx	Instruction
2025 Form 5500 Instructions 250312 - Clean.docx	Instruction
2025 Form 5500 Instructions 250312 - Clean.docx	Instruction
5500 Annual Return/Report of Employee Benefit Plan 250312 Form 5500 - Clean.docx	Form
5500 Annual Return/Report of Employee Benefit Plan 250312 Form 5500 - Clean.docx	Form
5500 SF Short Form Annual Return/Report of Small Employee Benefi 250312 Form 5500-SF - Clean.docx	Form
5500 SF Short Form Annual Return/Report of Small Employee Benefi 250312 Form 5500-SF - Clean.docx	Form
Sch A (Form 5500) Insurance Information 250312 Sch A - Clean.docx	Form
Sch A (Form 5500) Insurance Information 250312 Sch A - Clean.docx	Form
Sch C (Form 5500) Service Provider Information 250312 Sch C - Clean.docx	Form
Sch C (Form 5500) Service Provider Information 250312 Sch C - Clean.docx	Form
Sch D (Form 5500) DFE/Participating Plan Information 250312 Sch D - Clean.docx	Form
Sch D (Form 5500) DFE/Participating Plan Information 250312 Sch D - Clean.docx	Form
Sch G (Form 5500) Financial Transaction Schedules 250312 Sch G - Clean.docx	Form
Sch G (Form 5500) Financial Transaction Schedules 250312 Sch G - Clean.docx	Form
Sch H (Form 5500) Financial Information 250312 Sch H - Clean.docx	Form
Sch H (Form 5500) Financial Information 250312 Sch H - Clean.docx	Form
Sch I (Form 5500) Financial Information Small Plan 250312 Sch I - Clean.docx	Form
Sch I (Form 5500) Financial Information Small Plan 250312 Sch I - Clean.docx	Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur 250312 Sch MB - Clean.docx	Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur 250312 Sch MB - Clean.docx	Form
Sch R (Form 5500) Retirement Plan Information 250312 Sch R - Clean.docx	Form
Sch R (Form 5500) Retirement Plan Information 250312 Sch R - Clean.docx	Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 250312 Sch SB - Clean.docx	Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 250312 Sch SB - Clean.docx	Form
Schedule MEP (Form MULTIPLE-EMPLOYER RETIREMENT PLAN INFORMATIO 250312 Sch MEP - Clean.docx	Form
Schedule MEP (Form MULTIPLE-EMPLOYER RETIREMENT PLAN INFORMATIO 250312 Sch MEP - Clean.docx	Form
Form DCG Individual Plan Information 250312 Sch DCG - Clean.docx	Form
Form DCG Individual Plan Information 250312 Sch DCG - Clean.docx	Form

Information Collection (IC) Details

View Information Collection (IC)

IC Title:

Annual 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:

Information Collection Instruments:

table that charts list of instruments
Document Type	Form No.	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Instruction		Yes	No	Printable Only
Form	5500	Yes	Yes	Fillable Fileable
Form	5500 SF	Yes	Yes	Fillable Fileable
Form	Sch A (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch C (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch D (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch G (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch H (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch I (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch MB (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch R (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch SB (Form 5500)	Yes	Yes	Fillable Fileable
Instruction		Yes	No	Printable Only
Form	Schedule MEP (Form 5500)	Yes	Yes	Fillable Fileable
Form	Form DCG	Yes	Yes	Fillable Fileable

Federal Enterprise Architecture Business Reference Module

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records

Title:

FR Citation:

Number of Respondents: 984,008

Number of Respondents for Small Entity: 679,497

Affected Public: Private Sector

Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 99 %

table that charts list of burden
	Approved	Previously Approved
Annual Number of Responses for this IC	984,008	984,008
Annual IC Time Burden (Hours)	1,878,544	1,878,544
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.

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