Charles Schwab 401(k) plan

The Charles Schwab Corporation, Westlake, TX. EIN 94-3025021. Annual reports 2009–2025.

The Charles Schwab Corporation has one active retirement plan on file, the Schwabplan Retirement Savings and Investment Plan, with 44,603 participants and $10.7 billion in assets in 2025. Schwab has been its recordkeeper since 2009. No traditional pension plan appears in Charles Schwab's filings since 2009.

Active plans: 1
Participants: 44,603
Plan assets: $10.7 billion
401(k) recordkeeper: Schwab
Plans on file: 1
Industry: Finance and insurance

The plan

Schwabplan Retirement Savings and Investment Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 94-3025021
Participants (2025): 44,603
Net assets (2025): $10.7 billion
Recordkeeper: Schwab2009–2025
Plan administrator: The Charles Schwab Corporation
3000 Schwab Way
Westlake, TX 76262
(415) 667-7000As filed for 2025
In effect since: October 1, 1983

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	44,603	$10.7 billion	Schwab
2024	43,502	$8.9 billion	Schwab
2023	44,441	$8.0 billion	Schwab
2022	43,523	$6.6 billion	Schwab
2021	40,202	$7.5 billion	Schwab
2020	37,925	$6.2 billion	Schwab
2019	25,884	$4.4 billion	Schwab
2018	24,390	$3.6 billion	Schwab
2017	22,256	$3.8 billion	Schwab
2016	20,591	$3.3 billion	Schwab
2015	19,721	$2.9 billion	Schwab
2014	18,168	$2.9 billion	Schwab
2013	16,272	$2.7 billion	Schwab
2012	18,099	$2.1 billion	Schwab
2011	17,816	$1.8 billion	Schwab
2010	17,658	$2.0 billion	Schwab
2009	16,980	$1.9 billion	Schwab

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Schwabplan Retirement Savings and Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((415) 667-7000). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Schwabplan Retirement Savings and Investment Plan

If you had money in one of these plans

What these numbers are

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