The Charles Schwab Corporation
Westlake, TX, 76262
- Plans
- 6
- Total participants
- 745,971
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 523120
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 002 | Schwabplan Retirement Savings And Investment Plan | 32,145 |
| 2024 | Form 5500 | 501 | The Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan | 32,178 |
| 2024 | Form 5500 | 506 | The Charles Schwab Disability Plan | 32,178 |
| 2024 | Form 5500 | 507 | The Charles Schwab Business Travel Accident Insurance Plan | 32,178 |
| 2024 | Form 5500 | 509 | The Charles Schwab Severance Pay Plan | 32,178 |
| 2023 | Form 5500 | 002 | Schwabplan Retirement Savings And Investment Plan | 34,203 |
| 2023 | Form 5500 | 501 | The Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan | 34,231 |
| 2023 | Form 5500 | 506 | The Charles Schwab Disability Plan | 34,231 |
| 2023 | Form 5500 | 507 | The Charles Schwab Business Travel Accident Insurance Plan | 34,231 |
| 2023 | Form 5500 | 509 | The Charles Schwab Severance Pay Plan | 34,231 |
| 2022 | Form 5500 | 002 | Schwabplan Retirement Savings And Investment Plan | 33,913 |
| 2022 | Form 5500 | 501 | The Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan | 33,850 |
| 2022 | Form 5500 | 506 | The Charles Schwab Disability Plan | 33,850 |
| 2022 | Form 5500 | 507 | The Charles Schwab Business Travel Accident Insurance Plan | 33,850 |
| 2022 | Form 5500 | 509 | The Charles Schwab Severance Pay Plan | 33,850 |
| 2021 | Form 5500 | 002 | Schwabplan Retirement Savings And Investment Plan | 31,503 |
| 2021 | Form 5500 | 501 | The Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan | 23,990 |
| 2021 | Form 5500 | 506 | The Charles Schwab Disability Plan | 23,990 |
| 2021 | Form 5500 | 507 | The Charles Schwab Business Travel Accident Insurance Plan | 23,990 |
| 2021 | Form 5500 | 509 | The Charles Schwab Severance Pay Plan | 23,990 |
| 2020 | Form 5500-SF | 001 | Annette Fadness And Associates, INC. 401(K) Plan | 2 |
| 2020 | Form 5500 | 002 | Schwabplan Retirement Savings And Investment Plan | 30,965 |
| 2020 | Form 5500 | 501 | The Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan | 21,561 |
| 2020 | Form 5500 | 506 | The Charles Schwab Disability Plan | 21,561 |
| 2020 | Form 5500 | 507 | The Charles Schwab Business Travel Accident Insurance Plan | 21,561 |
| 2020 | Form 5500 | 509 | The Charles Schwab Severance Pay Plan | 21,561 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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