OMB control number

Annual Information Return/Report of Employee Benefit Plan

OMB 1210-0110 ยท DOL/EBSA.

OMB 1210-0110

This information collection relates to section 104 of ERISA, which requires administrators of employee benefit pension and welfare plans (collectively referred to as employee benefit plans) to file returns or reports annually with the federal government. The Form 5500 return/reports are the principal source of information and data available to the Department, the Internal Revenue Service, and the Pension Benefit Guaranty Corporation (the Agencies) concerning the operation of employee benefit plans. For this reason, the Form 5500 constitutes an integral part of the Agencies' enforcement, research, and policy formulation programs. The Department has received approval from OMB for this ICR under OMB Control No. 1210-0110.

The latest form for Annual Information Return/Report of Employee Benefit Plan expires 2029-06-30 and is listed under ICR 202601-1210-003.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form Form 5500 Schedule Multiple-Employer Retirement Plan InformationForm
Form Form 5500 Schedule Individual Plan InformationForm
Form Form 5500 Schedule Retirement Plan Information (document unavailable)Form
Form Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Information (document unavailable)Form
Form Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information (document unavailable)Form
Form Form 5500 Schedule Financial Information--Small PlansForm
Form Form 5500 Schedule Financial Information (document unavailable)Form
Form Form 5500 Schedule Financial Transaction SchedulesForm
Form Form 5500 Schedule DFE/Participating Plan InformationForm
Form Form 5500 Schedule Service Provider Information (document unavailable)Form
Form Form 5500 Schedule Insurance InformationForm
Form Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan (document unavailable)Form
Form Form 5500 Annual Return/Report of Employee Benefit Plan (document unavailable)Form
SIFMA Comment Letter - DOL ICR renewals.pdf (document unavailable)Public Comments
2025 Letter EBSA Form 5500.pdfPublic Comments
1210-0110 SS Form 5500 2026 Renewal, Final.docx (document unavailable)Supporting Statement A
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Instruction

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202601-1210-003 Extension without change of a currently approved collection 2026-02-12
202504-1210-002 No material or nonsubstantive change to a currently approved collection 2025-04-14 Approved without change
202403-1210-008 No material or nonsubstantive change to a currently approved collection 2024-04-02 Approved without change
202312-1210-005 No material or nonsubstantive change to a currently approved collection 2023-12-18 Approved without change
202307-1210-002 No material or nonsubstantive change to a currently approved collection 2023-08-18 Approved without change
202212-1210-003 Revision of a currently approved collection 2023-02-24 Approved without change
202203-1210-005 Revision of a currently approved collection 2022-05-23 Approved without change
202112-1210-003 Revision of a currently approved collection 2021-12-15 Approved without change
202108-1210-010 Extension without change of a currently approved collection 2021-09-30 Approved without change
202102-1210-002 No material or nonsubstantive change to a currently approved collection 2021-03-25 Approved without change
202101-1210-001 No material or nonsubstantive change to a currently approved collection 2021-01-14 Approved without change
202003-1210-001 No material or nonsubstantive change to a currently approved collection 2020-03-27 Approved without change
201910-1210-002 No material or nonsubstantive change to a currently approved collection 2019-10-17 Approved without change
201904-1210-005 No material or nonsubstantive change to a currently approved collection 2019-04-16 Withdrawn and continue
201903-1210-001 No material or nonsubstantive change to a currently approved collection 2019-03-28 Approved without change
201807-1210-002 Extension without change of a currently approved collection 2018-08-31 Approved without change
201803-1210-004 No material or nonsubstantive change to a currently approved collection 2018-03-28 Approved without change
201703-1210-001 No material or nonsubstantive change to a currently approved collection 2017-04-07 Approved without change
201610-1210-001 No material or nonsubstantive change to a currently approved collection 2016-10-18 Approved without change
201604-1210-001 Revision of a currently approved collection 2016-07-21 Comment filed on proposed rule and continue
201504-1210-003 Extension without change of a currently approved collection 2015-05-11 Approved without change
201503-1210-003 No material or nonsubstantive change to a currently approved collection 2015-03-30 Approved without change
201411-1210-007 Revision of a currently approved collection 2014-11-12 Approved without change
201406-1210-005 Revision of a currently approved collection 2014-09-08 Preapproved
201403-1210-001 No material or nonsubstantive change to a currently approved collection 2014-03-26 Approved without change
201311-1210-003 No material or nonsubstantive change to a currently approved collection 2013-11-20 Approved without change
201305-1210-003 No material or nonsubstantive change to a currently approved collection 2013-05-14 Approved without change
201305-1210-002 Revision of a currently approved collection 2013-05-10 Approved without change
201212-1210-001 Revision of a currently approved collection 2013-02-03 Preapproved
201203-1210-005 No material or nonsubstantive change to a currently approved collection 2012-04-04 Approved without change
201107-1210-002 Revision of a currently approved collection 2011-12-06 Comment filed on proposed rule and continue
201104-1210-002 No material or nonsubstantive change to a currently approved collection 2011-05-16 Approved without change
201009-1210-002 Extension without change of a currently approved collection 2010-09-24 Approved without change
201004-1210-003 No material or nonsubstantive change to a currently approved collection 2010-04-13 Approved without change
200907-1210-001 No material or nonsubstantive change to a currently approved collection 2009-09-25 Approved without change
200807-1210-003 No material or nonsubstantive change to a currently approved collection 2008-11-10 Approved without change
200711-1210-002 Revision of a currently approved collection 2007-11-16 Approved without change
200706-1210-002 Revision of a currently approved collection 2007-07-16 Preapproved
200607-1210-001 Revision of a currently approved collection 2006-07-13 Comment filed on proposed rule and continue
200410-1210-001 Reinstatement without change of a previously approved collection 2004-10-29 Approved without change
200108-1210-002 Extension without change of a currently approved collection 2001-08-31 Approved without change
200009-1210-007 No material or nonsubstantive change to a currently approved collection 2000-09-26 Approved without change
200009-1210-005 No material or nonsubstantive change to a currently approved collection 2000-09-25 Approved without change
200009-1210-003 No material or nonsubstantive change to a currently approved collection 2000-09-06 Approved without change
199806-1210-002 New collection (Request for a new OMB Control Number) 1998-06-23 Approved without change