This document is about the process for selecting plans for the Form 5500 Private Pension Plan Research File, the weights that are applied, the editing of the data, and the addition of generated/calculated variables on the file that are not found on the Form 5500 Forms and Schedules. It provides an overview of the Form 5500, the Form 5500 Private Pension Plan Research File, and the EBSA Form 5500 processing.
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