Which Form 5500 Schedules Do I Need?

Answer a few questions to identify common Form 5500 schedules to review. The result is a screening aid and does not replace the current filing-year instructions.

Form 5500 Schedule Screening

Plan / filer type

Participants at beginning of plan year

If 80–120 participants, prior-year category

Defined benefit / actuarial status

Additional facts

Benefits or plan investments involve insurance, annuity or similar contracts that may require Schedule A. The plan participated in a CCT, PSA, MTIA or 103-12 investment entity that may require Schedule D. Service-provider compensation / terminated accountant or actuary reporting may apply. Schedule H may report defaulted/uncollectible obligations, defaulted leases or nonexempt transactions. This is a multiple-employer pension plan.

Browse Form 5500 Resources

Important: exemptions, Form 5500-SF eligibility, plan characteristics and filing-year changes can alter the required schedules. Always confirm against the current official instructions.

Official source: U.S. Department of Labor — Form 5500 Series and EFAST2 filing tips.

Reference-only page: LawFirmSoftware.com is not currently offering Form 5500 software for sale. This free page remains available as a filing reference. Browse Form 5500 resources.