Form 5500 Filing Simplification Act

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Introduced 2026-02-04Topic: labor

Summary

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This bill changes the deadline for employee benefit plan administrators to file their annual Form 5500 report under federal retirement law. Instead of 210 days after the plan year ends, the report would be due 15 days after the end of the 9th calendar month after the year closes, with later deadlines allowed for plans affected by disasters. It also changes the deadline for a separate annual report to the Pension Benefit Guaranty Corporation from 6 months to the same new date. Federal agencies would have to allow these returns and reports to be signed electronically, and the changes would apply to plan years ending on or after the law takes effect.

Full text and official record on Congress.gov

Action history

Date	Chamber	Action	Status effect
2026-05-21	House	Ordered to be Reported (Amended) by the Yeas and Nays: 22 - 12.	refer
2026-05-21	House	Committee Consideration and Mark-up Session Held	refer
2026-02-04	House	Referred to the Committee on Education and Workforce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.	refer
2026-02-04	House	Referred to the Committee on Education and Workforce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.	refer
2026-02-04		Introduced in House	introduce
2026-02-04		Introduced in House	introduce

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