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SOI Tax Stats - Employee plans

 

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 Classified by Tax years
Number of returns filed Type of return 2001-2002 XLS 2000-2001 XLS   1999-2000 XLS   1998-1999 XLS   1997-1998 XLS 

Number of Returns ob体育d 

Data presented Classified by Tax years
Number of returns filed Type of return and state 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

Classified by: Type of Return and Fiscal Year

Returns of Tax-Exempt Organizations and Employee Plans Examined, and Recommended Additional Tax After Examination

Data presented Classified by Tax years
Number of returns examined, and recommended additional tax after examination Type of examination 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 Classified by Tax years
Number of returns examined Type of return 2005 XLS   2004 XLS   2003 XLS   2002 XLS   2001 XLS   2000 XLS   1999 XLS   1998 XLS