File your Form 5500 series with ease. Access resources and official guidance for plan reporting and compliance.Fill in the short plan year beginning and ending dates in the space provided and check the appropriate box in Part I, line B, of the Form 5500. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan. Form 5500 is an important tool in ERISA's disclosure and reporting framework. It's the collaborative product of three government agencies in the United States. Who Needs to File ERISA Form 5500? Any 403(b) plan that does not qualify for the ERISA exemption described in the previous questions is required to file a Form 5500 each year. The ERISA Form 5500 was created so the government can assess the financial condition, investments, and operations of all employee benefits plans. Form 5500 communicates important information about an employer's benefit plans to the IRS and the Department of Labor each year.