Form 5500 Datasets Guide

This document is about providing general information and guidance on the structure and content of the Form 5500 datasets, which contain data on private-sector employee benefit plans. It explains the differences between the "All" and "Latest" datasets, the relationship between the main Form 5500/5500-SF and the associated schedules, and the key unique identifiers used in the datasets. The document also provides details on the form year changes, removed fields, and the layout of the Schedule C tables.