The Charles Schwab Corporation — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Charles Schwab Corporation (EIN 94-3025021) is a plan sponsor located in Westlake, TX with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 94-3025021
- Location
- Westlake, TX
- Loaded plans
- 5
- Total reported participants
- 180,728
- Total reported plan assets (EOY)
- $7,950,669,667
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Schwabplan Retirement Savings And Investment Plan | 002 | 43,523 | $7,950,669,667 | 2023 |
| The Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan | 501 | 34,866 | not reported in the loaded dataset | 2023 |
| The Charles Schwab Disability Plan | 506 | 34,113 | not reported in the loaded dataset | 2023 |
| The Charles Schwab Business Travel Accident Insurance Plan | 507 | 34,113 | not reported in the loaded dataset | 2023 |
| The Charles Schwab Severance Pay Plan | 509 | 34,113 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Schwabplan Retirement Savings And Investment Plan | 43,523 | H, C | 20240918144905NAL0008057792001 |
| 2023 | The Charles Schwab Business Travel Accident Insurance Plan | 34,113 | — | 20240920162600NAL0015979778001 |
| 2023 | The Charles Schwab Disability Plan | 34,113 | — | 20240920162755NAL0004607395001 |
| 2023 | The Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan | 34,866 | — | 20240920162835NAL0004608643001 |
| 2023 | The Charles Schwab Severance Pay Plan | 34,113 | — | 20240920162912NAL0007766849001 |