Form 5500 Research File User Guide 2013

This document is about the Form 5500 Private Pension Plan Research File, which is created annually by the Employee Benefits Security Administration's Office of Policy and Research at the Department of Labor. It explains the process for selecting the plan filings, the editing of the data, and the addition of generated/calculated variables that are not found on the Form 5500 forms and schedules. The guide provides details on the Form 5500, the EFAST2 electronic filing system, the sampling methodology, the weighting approach, and the various edits and additional variables incorporated into the research file.