DOL Form 5500 · 2025 Plan Year

THE CHARLES SCHWAB CORPORATION

SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN

Defined ContributionTX
$10.7B
Plan Assets
43,502
Participants
2025
Plan Year
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Plan Details

Plan Name
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
Sponsor
THE CHARLES SCHWAB CORPORATION
Sponsor EIN
943025021
Plan Number
002
Location
WESTLAKE, TX
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$10.7B
Participants
43,502
Filing Received
August 26, 2026
Plan Year
2025

About this Plan

SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN is a defined contribution retirement plan sponsored by THE CHARLES SCHWAB CORPORATION, headquartered in WESTLAKE, TX, holding approximately $10.7B in plan assets on behalf of 43,502 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).