The Charles Schwab Corporation 401(k) Plan: Login, Facts & Contact Information
The Charles Schwab Corporation 401(k) Login
11,188 former The Charles Schwab Corporation employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
The Charles Schwab Corporation 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Nov 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $689.5 million went into the plan in contributions, $218.1 million of it from the employer (32%).
- $796.9 million was paid out to participants.
- Investment and other income added $1.09 billion.
- Administrative expenses were $4.37 million, about $101 per account.
How the The Charles Schwab Corporation 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 24,390 | $4.37 billion | $117.4 million | $307.5 million |
| 2020 | 25,884 | $6.18 billion | $132.0 million | $333.3 million |
| 2021 | 37,925 | $7.47 billion | $186.6 million | $478.1 million |
| 2022 | 40,202 | $6.62 billion | $216.4 million | $404.3 million |
| 2023 | 43,523 | $7.95 billion | $232.8 million | $368.2 million |
| 2024 | 44,441 | $8.93 billion | $218.1 million | $796.9 million |
The Charles Schwab Corporation 401(k) Contact Information
Questions about the The Charles Schwab Corporation 401(k)
Does The Charles Schwab Corporation contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $218.1 million, 32% of all contributions.
Does the The Charles Schwab Corporation 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the The Charles Schwab Corporation 401(k) plan?
44,441 participants at the start of plan year 2024, 32,145 of them active employees, and 11,188 former employees who still had money in the plan.
What is the average 401(k) balance at The Charles Schwab Corporation?
About $207,434 per account: $8.93 billion in plan assets across 43,060 accounts with a balance at the end of plan year 2024.
Who manages the The Charles Schwab Corporation 401(k) accounts?
Schwab Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at The Charles Schwab Corporation. How do I access my 401(k)?
Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.