ERISA Annual Reporting

ERISA Form 5500 Resource Center

Practical guides for Form 5500 and Form 5500-SF preparation, EFAST2 electronic filing, schedules, extensions, corrections and delinquent filings.

Updated September 6, 2026 • Always verify the current DOL/IRS instructions for the filing year.

Start with the filing task in front of you

The Form 5500 Series is jointly administered by the Department of Labor, IRS and PBGC. Form 5500 and Form 5500-SF are generally filed electronically through EFAST2. Use this center to navigate the recurring parts of the workflow, then verify final filing requirements on the current government sites.

🧮Form 5500 Due Date CalculatorEnter a plan year end and calculate the normal filing deadline. ⏱Form 5558 Extension CalculatorCalculate the extension request deadline and maximum extended date. 💻EFAST2 Electronic FilingPreparation, validation, signatures, submission and status review. ⚠Late Filing / DFVCPUnderstand the DOL delinquent filer program before taking action.

Deadline Guides

Form 5500 Due Date GuideDeadline rules, examples and filing-year reminders.Form 5558 Extension GuideHow the one-time extension works and what to verify before filing.

Form Selection & Schedules

Form 5500 vs. Form 5500-SFCompare the general roles of the two annual return/report formats. Form 5500 Schedules ExplainedOverview of common schedules and why plan facts determine which are required. Official DOL Form 5500 SeriesForms, filing resources, EFAST2 links and current agency guidance. ↗

Corrections, Software & Filing Support

Correcting Form 5500Plan an amended filing and verify the filing year and schedules. Choosing Form 5500 SoftwareCompare schedule support, validation, EFAST2 workflow, prior years and data storage. LawFirmSoftware.com ERISA 5500 SoftwareSee the $399 Windows desktop product and current filing workflow.

Official sources used for this resource center: U.S. Department of Labor EFAST2/Form 5500 resources and the IRS Form 5500 Corner. This material is general information and is not legal or tax advice.