Business professionals walking and discussing Form 5500.

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Form 5500 deadline approaching: Key steps ahead of the July 31, 2026, filing date

Authors: Scott McLellan, Jonathon Trionfi

May 28, 2026 / 3 min read

The annual Form 5500 filing deadline is July 31, 2026. Employers with benefit plans operating on a calendar year basis should review filing requirements, available extensions, and potential penalties for noncompliance.

Is your organization ready for the upcoming Form 5500 filing deadline? This bulletin highlights important considerations for employers sponsoring employee benefit plans subject to ERISA’s annual reporting requirements. It covers which plans are required to file, extension options through Form 5558, potential penalties for noncompliance, and penalty relief available under the DOL’s Delinquent Filer Voluntary Compliance Program (DFVCP), offering practical guidance to support ongoing compliance.

If you have questions about Form 5500 filing requirements or your organization’s compliance responsibilities, please contact your Plante Moran Group Benefit Advisor.

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This Compliance Update is not intended to be exhaustive, nor should any discussion or opinions be construed as legal advice. Readers should contact legal counsel for legal advice.