Updated September 22, 2026 • Schedule requirements depend on the filing year and plan facts.
Common Form 5500 schedules
| Schedule | Purpose |
|---|---|
| Schedule A | Insurance Information |
| Schedule C | Service Provider Information |
| Schedule D | DFE / Participating Plan Information |
| Schedule H | Financial Information |
| Schedule I | Small Plan Financial Information |
| Schedule R | Retirement Plan Information |
| Schedule SB | Single-Employer Defined Benefit Plan Actuarial Information |
Choose schedules from the filing facts
A plan does not file every Form 5500 schedule. The filing type, plan size, benefits, service providers, investments and actuarial requirements determine which schedules to review.
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.