DOL Form 5500 · 2024 Plan Year

THE CHARLES SCHWAB CORPORATION

SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN

Defined ContributionTX
$8.9B
Plan Assets
44,441
Participants
2024
Plan Year
Get LP Contact Details

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)
$8.9B
Participants
44,441
Filing Received
November 13, 2025
Plan Year
2024

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 $8.9B in plan assets on behalf of 44,441 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).