SOI Tax Stats - Employee plans

 

Excel Viewer

This section contains statistics on employee plans. The statistics are based on the Form 5500 (Annual Return/Report of Employee Benefit Plan) series returns. Please note, the Department of Labor began processing employee plan returns during FY 2001.

 

 

Summary of Number of Returns
  Data Presented: Number of returns filed
  Classified By: Type of return
  Fiscal Years: 2001-2002 XLS 2000-2001 XLS   1999-2000 XLS   1998-1999 XLS   1997-1998 XLS 
 
Number of Returns Filed
  Data Presented: Number of returns filed
  Classified By: Type of return and state
  Fiscal Years:

2001 XLS   2000 XLS   1999 XLS   1998 XLS   
 
Determination Letters Issued on Employee Pension Plans
 
  Data Presented: Number of letters, and number of employees
  Classified By: Type of plan, and disposition of plan
        
 
Employee Plans and Tax-Exempt Organizations:  Guidance and Closings
  Data Presented: Number of plans, and number of organizations
  Classified By: Type of guidance or closing
        
 

Returns of Tax-Exempt Organizations, Employee Plans, and Government Entities Examined
by, Type of Return and Fiscal Year

Returns of Tax-Exempt Organizations and Employee Plans Examined, and Recommended Additional Tax After Examination
 
  Data Presented: Number of returns examined, and recommended additional tax after examination
  Classified By: Type of examination
  Fiscal Years: 2005 XLS   2004 XLS   2003 XLS   2002 XLS   2001 XLS   2000 XLS   1999 XLS   1998 XLS    
 
Returns of Tax-Exempt Organizations, Employee Plans and Tax-Exempt Bonds Examined
  Data Presented: Number of returns examined
  Classified By: Type of return
  Fiscal Years: 2005 XLS   2004 XLS   2003 XLS   2002 XLS   2001 XLS   2000 XLS   1999 XLS   1998 XLS    
Page Last Reviewed or Updated: 19-Aug-2024