Form 5500 Search - DOL
This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Posting on the web does not constitute acceptance of the filing by the U.S. Department of Labor, the Pension Benefit Guaranty Corporation, or the Internal Revenue Service.
Form 5500 corner - Internal Revenue Service
Filing tips, notices, updates of filing requirements, and other helpful material to assist you in preparing your Form 5500 (Form 5500-EZ).
Form 5500 - U.S. Department of Labor
Form 5500 Forms and Filing Instructions EFAST2 Form 5500 Filing Compliance Assistance Form 5500 Version Selection Tool Form 5500 Search Form 5500 Raw Data Sets Other Form 5500 Data Sets Statistics
EBSA Website Update – New Online Search Tool for Form 5500s Filed with ...
In addition to searching for specific filings, users now can search for filings using new filters including plan type, plan asset value, number of participants, employer plan types, business codes, form years, and locations.
Department of Labor Releases New 5500 Search Tool
The database contains 5500 filings from as far back as January 2010 and allows users to export search results to a CSV file. This function can be very useful for businesses to ensure that their 5500 has been properly filed and for third parties to ensure their business partners are compliant.
Public disclosure datasets and downloads - Internal Revenue Service
A comprehensive list of datasets and relevant updates. Below is the comprehensive list of public disclosure datasets and downloads.
Leveraging plan data from Form 5500 - Capital Group
Once you’ve found the Form 5500 you’d like to review (see Finding prospects on the previous page for more information on how to search), follow these tips to cut through the clutter.
DOL - Welcome - EFAST2 Filing
This Government website lets you file, find, and learn about Forms 5500 Series (5500, 5500-SF, and 5500-EZ) Annual Returns/Reports, Form 5558, and Form PR Pooled Plan Provider Registrations.
Retirement plan forms and publications - Internal Revenue Service
To avoid delays, use the most current version of the form. The freely available Adobe Acrobat Reader software is required to view, print and search the items listed below.
Publication 5925 (2-2024) - Internal Revenue Service
The datasets at Form 5500 Datasets | U.S. Department of Labor (dol.gov) contain structured data from Form 5500 and Form 5500-SF forms and schedules filed annually.
