Department of Labor (DOL) 5500 filing deadlines & electronic filing information

Show expandable text

This topic provides electronic filing opening day information and information about relevant due dates for 5500 returns.

Notes

  • There is no limit for the grace period on a rejected 5500 return, but you should resubmit the return as soon as possible.
  • Technically, the return is filed and posted on the DOL website, even if the status of the return is rejected.
Date Event
1/01/23

EFAST begins accepting 2018 Form 5500 and Form 5500-SF electronic returns.

Note: For more information on the tax years supported for 5500 electronic filing, see 5500-US ELF: Years supported for electronic filing (FAQ).

7/31/23 Due date for timely-filed calendar-year-end Form 5500 returns and Form 5558 extensions for Form 5500 and Form 8955-SA.
9/15/23 Due date for timely-filed calendar-year-end Form 5500 returns who are filing as a Direct Filing Entity (DFE).
10/17/23 Due date for transmission of calendar-year-end Form 5500 returns on extension.

Related topics

UltraTax/5500 electronic filing overview

Transmitting & Tracking E-Files

Entity-specific calendars for electronic filing dates overview

Was this article helpful?

Thank you for the feedback!