Form 5500 deadline calculator

When does the plan year end?

The last day of the plan year being reported, or of a short plan year.

Was Form 5558 filed on time?

On or before the original due date. A late Form 5558 extends nothing.

Filing date, if you have one

Optional. If it falls after the deadline, the result shows the days late and the penalty under the Department of Labor’s Delinquent Filer Voluntary Compliance Program.

Plan size, for the penalty cap

Sponsored by a 501(c)(3) organization (including a 403(b) plan)

Plan year ending December 31, 2025

Original due dateJuly 31, 2026

Friday. The last day of the 7th calendar month after the plan year ends.

Extended due date, with Form 5558October 15, 2026

Thursday. The 15th day of the 3rd month after the original due date, about 2 1/2 months later.

Your deadlineJuly 31, 2026

The original due date. Filing Form 5558 by then would move it to the extended date.

Weekend and federal holiday dates move to the next business day under the Form 5500 instructions. Read more: Form 5500 deadlines and Form 5558 extensions.