Form 5500 Compliance Calendar 2026
Key Form 5500 filing deadlines for the 2026 calendar year. Dates assume a Form 5500 filed through DOL EFAST2. Always confirm your plan’s plan-year-end before relying on a date.
| Date | Deadline |
|---|---|
| July 31, 2026 | Form 5500 due — calendar-year plans Form 5500 is due for plans whose plan year ended December 31, 2025 (the last day of the 7th month after plan-year end). File electronically through the DOL EFAST2 system. Calendar-year plan |
| July 31, 2026 | Form 5558 extension request due Last day to file IRS Form 5558 for a calendar-year plan. Filing it on or before the original due date grants an automatic 2½-month extension. The extension is NOT automatic without it. Calendar-year plan |
| August 31, 2026 | Form 5500 due — plan year ended Jan 31, 2026 Form 5500 due date for plans with a plan year ending January 31, 2026 (no extension). With a timely Form 5558, this extends to November 15, 2026. Fiscal-year plan |
| September 30, 2026 | Form 5500 due — plan year ended Feb 28, 2026 Form 5500 due date for plans with a plan year ending February 28, 2026 (no extension). With a timely Form 5558, this extends to December 15, 2026. Fiscal-year plan |
| October 15, 2026 | Form 5500 extended deadline — calendar-year plans Extended Form 5500 deadline for calendar-year plans that filed Form 5558 on time. This is the final deadline before late-filing penalties apply. Extension |
| October 31, 2026 | Form 5500 due — plan year ended Mar 31, 2026 Form 5500 due date for plans with a plan year ending March 31, 2026 (no extension). With a timely Form 5558, this extends to January 15, 2027. Fiscal-year plan |
| January 31, 2027 | Form 5500 due — plan year ended Jun 30, 2026 Form 5500 due date for plans with a plan year ending June 30, 2026 (no extension). With a timely Form 5558, this extends to April 15, 2027. Fiscal-year plan |
The standard Form 5500 due date is the last day of the 7th month after the plan year ends. Filing IRS Form 5558 on or before that date grants an automatic 2½-month extension. If a deadline falls on a weekend or federal holiday, it rolls to the next business day.
Source and detail: Form 5500 due dates, extensions & penalties. Work out a fiscal-year plan’s exact dates with the deadline calculator, or look up any plan’s filing status with a Form 5500 search.
form5500search.com — built from public DOL Form 5500 data. Not legal or tax advice.