Civic Intelligence

THE CHARLES & HELEN SCHWAB FOUNDATION

Plan context: THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN

EIN 94-3374170 • San Francisco, CA • 25 filings • 1 plans

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201 Mission Street, Suite 1950San Francisco, CA 94105-2516
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,607,382

2025 Contributions

$173,084

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,607,382$803,691$0200920172025YearValue
$1,607,382Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200920172025YearValue
10Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025110$1,607,382$173,084$17,308iApproximate average salary by contribution assumption: employee only about $432,710 at 4% or $288,473 at 6%; with 50% employer match about $288,473 at 4% or $192,316 at 6%; with 100% employer match about $216,355 at 4% or $144,237 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-10$1,607,382$173,084$17,308iApproximate average salary by contribution assumption: employee only about $432,710 at 4% or $288,473 at 6%; with 50% employer match about $288,473 at 4% or $192,316 at 6%; with 100% employer match about $216,355 at 4% or $144,237 at 6%.
2024111$1,413,510$184,307$16,755iApproximate average salary by contribution assumption: employee only about $418,880 at 4% or $279,253 at 6%; with 50% employer match about $279,253 at 4% or $186,169 at 6%; with 100% employer match about $209,440 at 4% or $139,627 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-11$1,413,510$184,307$16,755iApproximate average salary by contribution assumption: employee only about $418,880 at 4% or $279,253 at 6%; with 50% employer match about $279,253 at 4% or $186,169 at 6%; with 100% employer match about $209,440 at 4% or $139,627 at 6%.
202319$1,038,414$131,300$14,589iApproximate average salary by contribution assumption: employee only about $364,722 at 4% or $243,148 at 6%; with 50% employer match about $243,148 at 4% or $162,099 at 6%; with 100% employer match about $182,361 at 4% or $121,574 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-9$1,038,414$131,300$14,589iApproximate average salary by contribution assumption: employee only about $364,722 at 4% or $243,148 at 6%; with 50% employer match about $243,148 at 4% or $162,099 at 6%; with 100% employer match about $182,361 at 4% or $121,574 at 6%.
202219$839,665$98,812$10,979iApproximate average salary by contribution assumption: employee only about $274,478 at 4% or $182,985 at 6%; with 50% employer match about $182,985 at 4% or $121,990 at 6%; with 100% employer match about $137,239 at 4% or $91,493 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-9$839,665$98,812$10,979iApproximate average salary by contribution assumption: employee only about $274,478 at 4% or $182,985 at 6%; with 50% employer match about $182,985 at 4% or $121,990 at 6%; with 100% employer match about $137,239 at 4% or $91,493 at 6%.
202115$887,409$63,750$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-5$887,409$63,750$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
202014$673,811$52,253$13,063iApproximate average salary by contribution assumption: employee only about $326,581 at 4% or $217,721 at 6%; with 50% employer match about $217,721 at 4% or $145,147 at 6%; with 100% employer match about $163,291 at 4% or $108,860 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-4$673,811$52,253$13,063iApproximate average salary by contribution assumption: employee only about $326,581 at 4% or $217,721 at 6%; with 50% employer match about $217,721 at 4% or $145,147 at 6%; with 100% employer match about $163,291 at 4% or $108,860 at 6%.
201916$676,710$52,205$8,701iApproximate average salary by contribution assumption: employee only about $217,521 at 4% or $145,014 at 6%; with 50% employer match about $145,014 at 4% or $96,676 at 6%; with 100% employer match about $108,760 at 4% or $72,507 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-6$676,710$52,205$8,701iApproximate average salary by contribution assumption: employee only about $217,521 at 4% or $145,014 at 6%; with 50% employer match about $145,014 at 4% or $96,676 at 6%; with 100% employer match about $108,760 at 4% or $72,507 at 6%.
201815$495,594$43,265$8,653iApproximate average salary by contribution assumption: employee only about $216,325 at 4% or $144,217 at 6%; with 50% employer match about $144,217 at 4% or $96,144 at 6%; with 100% employer match about $108,163 at 4% or $72,108 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-5$495,594$43,265$8,653iApproximate average salary by contribution assumption: employee only about $216,325 at 4% or $144,217 at 6%; with 50% employer match about $144,217 at 4% or $96,144 at 6%; with 100% employer match about $108,163 at 4% or $72,108 at 6%.
201715$480,996$42,515$8,503iApproximate average salary by contribution assumption: employee only about $212,575 at 4% or $141,717 at 6%; with 50% employer match about $141,717 at 4% or $94,478 at 6%; with 100% employer match about $106,288 at 4% or $70,858 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-5$480,996$42,515$8,503iApproximate average salary by contribution assumption: employee only about $212,575 at 4% or $141,717 at 6%; with 50% employer match about $141,717 at 4% or $94,478 at 6%; with 100% employer match about $106,288 at 4% or $70,858 at 6%.
201616$384,888$42,515$7,086iApproximate average salary by contribution assumption: employee only about $177,146 at 4% or $118,097 at 6%; with 50% employer match about $118,097 at 4% or $78,731 at 6%; with 100% employer match about $88,573 at 4% or $59,049 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-6$384,888$42,515$7,086iApproximate average salary by contribution assumption: employee only about $177,146 at 4% or $118,097 at 6%; with 50% employer match about $118,097 at 4% or $78,731 at 6%; with 100% employer match about $88,573 at 4% or $59,049 at 6%.
201516$317,300$61,583$10,264iApproximate average salary by contribution assumption: employee only about $256,596 at 4% or $171,064 at 6%; with 50% employer match about $171,064 at 4% or $114,043 at 6%; with 100% employer match about $128,298 at 4% or $85,532 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-6$317,300$61,583$10,264iApproximate average salary by contribution assumption: employee only about $256,596 at 4% or $171,064 at 6%; with 50% employer match about $171,064 at 4% or $114,043 at 6%; with 100% employer match about $128,298 at 4% or $85,532 at 6%.
201415$256,046$30,038$6,008iApproximate average salary by contribution assumption: employee only about $150,190 at 4% or $100,127 at 6%; with 50% employer match about $100,127 at 4% or $66,751 at 6%; with 100% employer match about $75,095 at 4% or $50,063 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-5$256,046$30,038$6,008iApproximate average salary by contribution assumption: employee only about $150,190 at 4% or $100,127 at 6%; with 50% employer match about $100,127 at 4% or $66,751 at 6%; with 100% employer match about $75,095 at 4% or $50,063 at 6%.
201318$702,721$61,729$7,716iApproximate average salary by contribution assumption: employee only about $192,903 at 4% or $128,602 at 6%; with 50% employer match about $128,602 at 4% or $85,735 at 6%; with 100% employer match about $96,452 at 4% or $64,301 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-8$702,721$61,729$7,716iApproximate average salary by contribution assumption: employee only about $192,903 at 4% or $128,602 at 6%; with 50% employer match about $128,602 at 4% or $85,735 at 6%; with 100% employer match about $96,452 at 4% or $64,301 at 6%.
201217$523,815$33,002$4,715iApproximate average salary by contribution assumption: employee only about $117,864 at 4% or $78,576 at 6%; with 50% employer match about $78,576 at 4% or $52,384 at 6%; with 100% employer match about $58,932 at 4% or $39,288 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-7$523,815$33,002$4,715iApproximate average salary by contribution assumption: employee only about $117,864 at 4% or $78,576 at 6%; with 50% employer match about $78,576 at 4% or $52,384 at 6%; with 100% employer match about $58,932 at 4% or $39,288 at 6%.
2011110$688,893$65,689$6,569iApproximate average salary by contribution assumption: employee only about $164,223 at 4% or $109,482 at 6%; with 50% employer match about $109,482 at 4% or $72,988 at 6%; with 100% employer match about $82,111 at 4% or $54,741 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-10$688,893$65,689$6,569iApproximate average salary by contribution assumption: employee only about $164,223 at 4% or $109,482 at 6%; with 50% employer match about $109,482 at 4% or $72,988 at 6%; with 100% employer match about $82,111 at 4% or $54,741 at 6%.
201012$1,421,983$65,839$32,920iApproximate average salary by contribution assumption: employee only about $822,988 at 4% or $548,658 at 6%; with 50% employer match about $548,658 at 4% or $365,772 at 6%; with 100% employer match about $411,494 at 4% or $274,329 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-2$1,421,983$65,839$32,920iApproximate average salary by contribution assumption: employee only about $822,988 at 4% or $548,658 at 6%; with 50% employer match about $548,658 at 4% or $365,772 at 6%; with 100% employer match about $411,494 at 4% or $274,329 at 6%.
200912$1,238,780$65,279$32,640iApproximate average salary by contribution assumption: employee only about $815,988 at 4% or $543,992 at 6%; with 50% employer match about $543,992 at 4% or $362,661 at 6%; with 100% employer match about $407,994 at 4% or $271,996 at 6%.
THE CHARLES & HELEN SCHWAB FOUNDATION TAX SHELTERED RETIREMENT PLAN-2$1,238,780$65,279$32,640iApproximate average salary by contribution assumption: employee only about $815,988 at 4% or $543,992 at 6%; with 50% employer match about $543,992 at 4% or $362,661 at 6%; with 100% employer match about $407,994 at 4% or $271,996 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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