401(k) · DOL Form 5500 · 2022

Schwab Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$327K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$163,384
Avg per participant Above avg balance/head
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Official DOL plan name: Schwab Companies, Inc. 401(k) Plan · Sponsored by Schwab Companies, Inc. · Texas · Professional & Technical Services

$327K in assets, 2 participants

Schwab Companies, Inc.'s Schwab Companies, Inc. 401(k) Plan reported $327K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 14th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,481 in Professional & Technical Services (21,562 peers)

Schwab Companies, Inc. multi-year trail

Schwab Companies, Inc.'s plans moved -42.5% in assets from 2022 to 2024; this filing shows Schwab Companies, Inc. 401(k) Plan at $327K / 2 participants.

#2,481
in Professional & Technical Services (21,562 peers)
+51.2%
assets growth YoY

Schwab Companies, Inc. 401(k) Plan among the smaller filed plans by assets

Schwab Companies, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$326,768 14th percentile higher than 14% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Schwab Companies, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwab Companies, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 871092512 · Schwab Companies, Inc. PY 2022 · 401(k)

Schwab Companies, Inc. 401(k) Plan · $327K · 2 · 14th

  • RANK $327K
  • PHOTO 2
  • IND 14th
  • EOY 401(k)
  • 5500 near Divine Dental Works 401(k)
  • ASSETS ind #2481

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Texas →

Schwab Companies, Inc. 401(k) Plan in the asset neighbourhood

Schwab Companies, Inc. 401(k) PlanSchwab Companies, Inc. 401(k…$327KDivine Dental Works 401(k)$327KDiabetic Foot Management Center 401(k) PlanDiabetic Foot Management Cen…$327KPosten Enterprises, Inc. 401(k) Profit Sharing PlanPosten Enterprises, Inc. 401…$327KCastillo's Rock, Inc. 401(k) Profit Sharing PlanCastillo's Rock, Inc. 401(k)…$327K
End-of-year total assets ($M) among Schwab Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Schwab Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schwab Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$188K 42.487636488273026% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.33M $0.19M ▼ -42.4%
Year Plans Participants Total Assets
2022 1 2 $327K
2023 1 4 $233K
2024 1 2 $188K

Schwab Companies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$216K
Net Assets (End of Year)$327K
Net Income$111K
Employer EIN871092512
Plan Effective Date2021-06-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Schwab Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Schwab Companies, Inc. 401(k) Plan, Total assets ($B): 0.000326768 · Participants: 2Schwab Companies, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Schwab Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Schwab Companies, Inc. 401(k) Plan side-by-side with 3 peers →

Schwab Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Divine Dental Works 401(k) in OK ($327K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Schwab Companies, Inc. 401(k) Plan assets move in 2022? ▼
Schwab Companies, Inc. 401(k) Plan surged - up 51.2% during 2022, from $216K to $327K. Reported net income was $111K.
How have Schwab Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwab Companies, Inc.'s sponsor-wide assets declined 42.5%, from $327K to $188K.
Where does Schwab Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Schwab Companies, Inc. 401(k) Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Schwab Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Divine Dental Works 401(k) in OK ($327K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Schwab Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 871092512.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.