OMB control number

Annual Information Return/Report of Employee Benefit Plan

OMB 1210-0110 · 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 can be found here.

Latest Forms, Documents, and Supporting Material
Document
Name
Form
Form Form 5500 Schedule Individual Plan Information (document unavailable)
Form
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 Plans (document unavailable)
Form
Form Form 5500 Schedule Financial Information (document unavailable)
Form
Form
Form Form 5500 Schedule DFE/Participating Plan Information (document unavailable)
Form
Form Form 5500 Schedule Service Provider Information (document unavailable)
Form
Form Form 5500 Schedule Insurance Information (document unavailable)
Form
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.pdf (document unavailable)
Public Comments
1210-0110 SS Form 5500 2026 Renewal, Final.docx (document unavailable)
Supporting Statement A
All Historical Document Collections
Extension without change of a currently approved collection 2026-02-12
Approved without change
No material or nonsubstantive change to a currently approved collection 2025-04-14
Approved without change
No material or nonsubstantive change to a currently approved collection 2024-04-02
Approved without change
No material or nonsubstantive change to a currently approved collection 2023-12-18
Approved without change
No material or nonsubstantive change to a currently approved collection 2023-08-18
Approved without change
Revision of a currently approved collection 2023-02-24
Approved without change
Revision of a currently approved collection 2022-05-23
Approved without change
Revision of a currently approved collection 2021-12-15
Approved without change
Extension without change of a currently approved collection 2021-09-30
Approved without change
No material or nonsubstantive change to a currently approved collection 2021-03-25
Approved without change
No material or nonsubstantive change to a currently approved collection 2021-01-14
Approved without change
No material or nonsubstantive change to a currently approved collection 2020-03-27
Approved without change
No material or nonsubstantive change to a currently approved collection 2019-10-17
Withdrawn and continue
No material or nonsubstantive change to a currently approved collection 2019-04-16
Approved without change
No material or nonsubstantive change to a currently approved collection 2019-03-28
Approved without change
Extension without change of a currently approved collection 2018-08-31
Approved without change
No material or nonsubstantive change to a currently approved collection 2018-03-28
Approved without change
No material or nonsubstantive change to a currently approved collection 2017-04-07
Approved without change
No material or nonsubstantive change to a currently approved collection 2016-10-18
Comment filed on proposed rule and continue
Revision of a currently approved collection 2016-07-21
Approved without change
Extension without change of a currently approved collection 2015-05-11
Approved without change
No material or nonsubstantive change to a currently approved collection 2015-03-30
Approved without change
Revision of a currently approved collection 2014-11-12
Preapproved
Revision of a currently approved collection 2014-09-08
Approved without change
No material or nonsubstantive change to a currently approved collection 2014-03-26
Approved without change
No material or nonsubstantive change to a currently approved collection 2013-11-20
Approved without change
No material or nonsubstantive change to a currently approved collection 2013-05-14
Approved without change
Revision of a currently approved collection 2013-05-10
Preapproved
Revision of a currently approved collection 2013-02-03
Approved without change
No material or nonsubstantive change to a currently approved collection 2012-04-04
Comment filed on proposed rule and continue
Revision of a currently approved collection 2011-12-06
Approved without change
No material or nonsubstantive change to a currently approved collection 2011-05-16
Approved without change
Extension without change of a currently approved collection 2010-09-24
Approved without change
No material or nonsubstantive change to a currently approved collection 2010-04-13
Approved without change
No material or nonsubstantive change to a currently approved collection 2009-09-25
Approved without change
No material or nonsubstantive change to a currently approved collection 2008-11-10
Approved without change
Revision of a currently approved collection 2007-11-16
Preapproved
Revision of a currently approved collection 2007-07-16
Comment filed on proposed rule and continue
Revision of a currently approved collection 2006-07-13
Approved without change
Reinstatement without change of a previously approved collection 2004-10-29
Approved without change
Extension without change of a currently approved collection 2001-08-31
Approved without change
No material or nonsubstantive change to a currently approved collection 2000-09-26
Approved without change
No material or nonsubstantive change to a currently approved collection 2000-09-25
Approved without change
No material or nonsubstantive change to a currently approved collection 2000-09-06
Approved without change
New collection (Request for a new OMB Control Number) 1998-06-23