Form 5500 Annual Returns/Reports of Employee Benefit Plans are filed annually with the Department of Labor (DOL), the Internal Revenue Service, and the Pension Benefit Guaranty Corporation. EBSA discloses originally submitted Form 5500 data collected through the EFAST systems as well as two Research Files that have undergone further refinement: the Private Pension Plan Research File and the Group Health Plans Research File. The Private Pension Plan Research File supports analysis of the plan, participant, and financial characteristics of the private pension plan universe and is used to produce the Private Pension Plan Bulletins Abstract of Form 5500 Annual Reports, an annual publication that summarizes data on private pension plans. The Group Health Plans Research File supports analysis of the plan, participant, and financial characteristics of the private group health plans that are required to file a Form 5500. The Group Health Plans Research File is used to produce the Group Health Plans Report, an annual publication that summarizes data on group health plans by plan funding status.

  • Form 5500 Raw Data Sets - Unedited data from all filings for each year, including the data in the various schedules.
  • Retirement - SAS datasets used to produce the Private Pension Plan Bulletins Abstract of Form 5500 Annual Reports.
  • Health and Welfare - SAS datasets used to produce the annual Group Health Plans Report.