Form 5500 Due Date Calculator
Enter your plan year-end date to get the Form 5500 filing deadline, the extended due date if you file Form 5558, and an estimated DFVCP penalty if a filing is already late.
Estimates only, not tax or legal advice. If a due date lands on a weekend it rolls to the next business day (shown above); federal holidays can push it one more day. Multi-year DFVCP submissions are capped at $4,000 (large) / $1,500 (small) per plan. Confirm with your TPA or ERISA advisor.
How the Form 5500 due date is calculated
The Form 5500 filing deadline is the last day of the 7th month after the plan year ends — July 31 for a calendar-year plan. Filing Form 5558 on or before that date adds 2½ months, moving the Form 5500 extension deadline to October 15. Fiscal-year plans follow the same rule from their own plan-year-end date.
For the full rules — the deadline table, how Form 5558 works, late penalties, and the DFVCP correction program — read the Form 5500 due date guide, or put every 2026 date on your calendar with the 2026 compliance calendar. New to the form? Start with what Form 5500 is or the step-by-step filing instructions.
See when a specific plan last filed, its plan-year dates, schedules, recordkeeper, and participant counts — pulled straight from public DOL Form 5500 data. Free, no login.
Search Form 5500 filingsFrequently asked questions
Form 5500 is due the last day of the 7th month after the plan year ends. For a calendar-year plan that is July 31. A timely Form 5558 extends it 2½ months, to October 15.
Add 2½ months to the original due date. The calculator does this automatically: the extended deadline is the 15th day of the 10th month after the plan year ends (October 15 for a calendar-year plan).
The same rule applies — the filing is due the last day of the 7th month after the short plan year's end date. Enter that end date in the calculator to get the deadline.
The DOL can assess up to $2,739 per day with no cap. Filing voluntarily under the DFVCP before the DOL contacts you reduces this to $10/day, capped at $2,000 per plan per year for large plans ($750 for small plans).