What’s the difference between the Form 5500-EZ and the Form 5500-SF?

The Form 5500-EZ is a condensed, 2-page version of the Form 5500-SF, which is 3-pages long and used for plans of fewer than 100 participants. 

Compared to the Form 5500-SF, the Form 5500-EZ has:

  • A summarized Financial Information section
  • A reduced Compliance and Funding section
  • A reduced Pension Funding Compliance section
  • No section for plan termination or transfer of assets
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