EFAST2 Filing Data

Form 5500 XML Filing & EFAST2 Data

Electronic Form 5500 filing is built around EFAST2. Third-party software can prepare filing data in the required electronic format, but the filing still has to satisfy current EFAST2 specifications and validation.

Updated September 6, 2026 • Verify current agency instructions before filing.

Electronic Form 5500 filing is built around EFAST2. Third-party software can prepare filing data in the required electronic format, but the filing still has to satisfy current EFAST2 specifications and validation.

Typical software workflow

  1. Prepare the Form 5500 and required schedules.
  2. Run software validation and resolve errors.
  3. Create the current EFAST2-compatible filing data.
  4. Add required attachments in acceptable formats.
  5. Complete signer credentials and submit through the supported workflow.
  6. Confirm filing status and retain the acknowledgement.
Specifications change. A filing-data file must match the applicable filing-year EFAST2 specifications; an older format is not automatically valid for a new filing year.

Related ERISA tools

Form 5500 Due Date CalculatorCalculate the normal deadline.Form 5558 CalculatorCalculate a potential extension date.ERISA Form 5500 SoftwareWindows desktop preparation software — $399.

Frequently Asked Questions

Is Form 5500 filed with the IRS on paper?

Form 5500 and Form 5500-SF are generally filed electronically through the Department of Labor EFAST2 system.

Does a Form 5558 extension extend every deadline?

No. Form 5558 provides an extension for specified returns when properly filed; it does not change every related compliance or payment deadline.

Where should I verify the current filing rules?

Use the current DOL Form 5500 Series page, EFAST2 resources, and the IRS Form 5500 Corner.