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DOL Releases Informational Copies of 2022 Form 5500 Series

Government Affairs

The Department of Labor, IRS and Pension Benefit Guaranty Corporation (PBGC) on Dec. 8 released informational copies of the 2022 Form 5500, Form 5500-SF, IRS Form 5500-EZ and their related instructions. 
 

About the Forms 

Pension and welfare benefit plans required to file an annual return/report regarding their financial condition, investments and operations generally file the necessary Form 5500 series return/report along with required schedules and attachments.

What’s new. The Changes to Note section of the 2022 instructions for each of the forms highlights changes related to:

  • multiple-employer plans;
  • administrative penalties; 
  • Schedule MB for multiemployer defined benefit plan and certain money purchase plan actuarial information; 
  • Schedule R for retirement plan information; and
  • Schedule SB for single employer defined benefit plan actuarial information.

Not for filing. The copies of the 2022 series are not to be used for filing — the agencies intend them to provide filers an advance look to help them prepare for filing season. 

Finding out More
 
Filers should monitor efast.dol.gov for information on when the official electronic versions are available and can be filed using software from EFAST2-approved vendors or directly through the EFAST2 website. Assistance with EFAST2 is available online or by calling the EFAST2 Help Desk at 866-463-3278.