Updated September 22, 2026 • Use the current DOL filing-year instructions.
Form 5500 vs. Form 5500-SF
Form 5500 is the full annual return/report used by employee benefit plans and direct filing entities that meet the applicable filing requirements. Form 5500-SF is a shorter annual return/report available only to certain small plans that satisfy all of its eligibility conditions.
| Question | Form 5500 | Form 5500-SF |
|---|---|---|
| General role | Full annual return/report | Short form for eligible small plans |
| Schedules | Multiple schedules may apply | Fewer schedules, but Schedule SB or MB can still apply in specified cases |
| Electronic filing | EFAST2 | EFAST2 |
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.