When To File

2025 Inst 5500-EZ (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

File the 2025 return for plan years that started in 2025. Form 5500-EZ must be filed by the last day of the 7th calendar month after the end of the plan year that began in 2025 (not to exceed 12 months in length).

Note. If the filing due date falls on a Saturday, Sunday, or legal holiday, the return may be filed on the next day that is not a Saturday, Sunday, or legal holiday.

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▸Contents — 2025 Inst 5500-EZ (PDF)

2025 Inst 5500-EZ (PDF)

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