Who uses Charles Schwab & Co., Inc.?

2,915 retirement plans list Charles Schwab & Co., Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Google LLC, Kaiser Foundation Health Plan, Inc., United Airlines, Inc. and Southwest Airlines Co.. Most client plans are sponsored in CA, IL and TX.

How many plans does Charles Schwab & Co., Inc. serve?

Charles Schwab & Co., Inc. serves 2,915 retirement plans with $1.05T in plan assets and 7,712,099 participants, based on the latest Form 5500 filings through 2024.

What does Charles Schwab & Co., Inc. charge?

Plans reported $887M in total Schedule C compensation paid to Charles Schwab & Co., Inc.. The median plan paid $8K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Charles Schwab & Co., Inc.

Matched across 411 name variants in the filings

Charles Schwab & Co., Inc. summary

Charles Schwab & Co., Inc. appears on 2,915 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.05T in assets for 7,712,099 participants. The median client plan holds $63.1M. Most client plans are sponsored in CA, IL and TX. The largest clients by plan assets are Google LLC, Kaiser Foundation Health Plan, Inc. and United Airlines, Inc.. Plans reported $887M in direct and indirect compensation paid to Charles Schwab & Co., Inc.. The median is $8K per plan.

Participants: 7,712,099
Median plan assets: $63.1M
Median plan participants: 560
Median fees per plan: $8K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Google LLC	CA	$61.6B	160,603
Kaiser Foundation Health Plan, Inc., plan 025	CA	$26.6B	182,954
United Airlines, Inc.	IL	$19.4B	21,233
Southwest Airlines Co., plan 004	TX	$18.9B	87,150
Kaiser Foundation Health Plan, Inc., plan 039	CA	$16.1B	105,462
The Home Depot, Inc.	GA	$15.7B	468,817
Southwest Airlines Company, plan 003	TX	$13.7B	12,991
Avago Technologies U.S. Inc.	CA	$13.2B	30,767
Northwell Health, Inc.	NY	$12.1B	53,596
3M Company	MN	$11.6B	39,570
The Charles Schwab Corporation	TX	$10.7B	44,603
Booz Allen Hamilton Inc.	VA	$10.7B	54,923
Cargill, Incorporated	MN	$9.4B	41,581
Sap America, Inc.	PA	$9.2B	25,294
Southern California Permanente Medical Group, plan 008	CA	$9.2B	12,823
HDR, Inc.	NE	$8.8B	17,345
Humana Inc.	KY	$8.7B	57,219
Intermountain Health Care, Inc.	UT	$8.0B	87,660
Southern California Permanente Medical Group, plan 009	CA	$7.8B	23,948
Consolidated Edison Company of New York, Inc.	NY	$7.3B	21,792
Sony Corporation of America	NY	$7.1B	26,732
Southern California Edison Company	CA	$7.1B	16,437
Kaiser Foundation Health Plan, Inc., plan 003	CA	$6.5B	51,618
Trustees of Columbia University	NY	$6.4B	32,861
Adobe Inc.	CA	$6.2B	22,198

Google LLC$61.6B
CAParticipants 160,603
Kaiser Foundation Health Plan, Inc., plan 025$26.6B
CAParticipants 182,954
United Airlines, Inc.$19.4B
ILParticipants 21,233
Southwest Airlines Co., plan 004$18.9B
TXParticipants 87,150
Kaiser Foundation Health Plan, Inc., plan 039$16.1B
CAParticipants 105,462
The Home Depot, Inc.$15.7B
GAParticipants 468,817
Southwest Airlines Company, plan 003$13.7B
TXParticipants 12,991
Avago Technologies U.S. Inc.$13.2B
CAParticipants 30,767
Northwell Health, Inc.$12.1B
NYParticipants 53,596
3M Company$11.6B
MNParticipants 39,570
The Charles Schwab Corporation$10.7B
TXParticipants 44,603
Booz Allen Hamilton Inc.$10.7B
VAParticipants 54,923
Cargill, Incorporated$9.4B
MNParticipants 41,581
Sap America, Inc.$9.2B
PAParticipants 25,294
Southern California Permanente Medical Group, plan 008$9.2B
CAParticipants 12,823
HDR, Inc.$8.8B
NEParticipants 17,345
Humana Inc.$8.7B
KYParticipants 57,219
Intermountain Health Care, Inc.$8.0B
UTParticipants 87,660
Southern California Permanente Medical Group, plan 009$7.8B
CAParticipants 23,948
Consolidated Edison Company of New York, Inc.$7.3B
NYParticipants 21,792
Sony Corporation of America$7.1B
NYParticipants 26,732
Southern California Edison Company$7.1B
CAParticipants 16,437
Kaiser Foundation Health Plan, Inc., plan 003$6.5B
CAParticipants 51,618
Trustees of Columbia University$6.4B
NYParticipants 32,861
Adobe Inc.$6.2B
CAParticipants 22,198

Top client states

CA365 plans
IL194 plans
TX194 plans
NY187 plans
OH163 plans

Frequently asked questions

Who uses Charles Schwab & Co., Inc.?: 2,915 retirement plans list Charles Schwab & Co., Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Google LLC, Kaiser Foundation Health Plan, Inc., United Airlines, Inc. and Southwest Airlines Co.. Most client plans are sponsored in CA, IL and TX.
How many plans does Charles Schwab & Co., Inc. serve?: Charles Schwab & Co., Inc. serves 2,915 retirement plans with $1.05T in plan assets and 7,712,099 participants, based on the latest Form 5500 filings through 2024.
What does Charles Schwab & Co., Inc. charge?: Plans reported $887M in total Schedule C compensation paid to Charles Schwab & Co., Inc.. The median plan paid $8K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served2,915+139 YoYRank #8 of mapped providers

Assets under administration$1.05T1.0%Rank #12 by share of filed assets

Fees received$887MMedian $8,144/planSum across Schedule C direct + indirect

Net wins YoY+170557 won - 387 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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5-year plans-served trajectory
Customer-base shape
Median fees per service
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Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Charles Schwab as recordkeeper and list their funds in their filing.

Plans

1,415

$287.1B in funds

In collective trusts

14%

average plan

In Charles Schwab funds

11%

average plan

In index funds

43%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	1,165
Fidelity (FMR)	734
Capital Group	630
Charles Schwab	534
JPMorgan	508

Target-date series

Series	Plans
Vanguard Target Retirement	441
American Funds Target Date	129
T. Rowe Price Retirement	125
Schwab Indexed Retirement	75
Schwab Managed Retirement	36

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.