Henderson, NV Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Henderson, NV has 167 loaded benefit plan(s) reported by 114 plan sponsor(s), with $23,680,504,774 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 167
- Plan sponsors
- 114
- Total reported assets (EOY)
- $23,680,504,774
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Schwab Indexed Retirement Trust Fund 2040 | Charles Schwab Trust Bank | $2,123,161,165 | 2023 |
| Schwab Indexed Retirement Trust Fund 2030 | Charles Schwab Trust Bank | $1,950,580,036 | 2023 |
| Schwab Indexed Retirement Trust Fund 2050 | Charles Schwab Trust Bank | $1,788,622,325 | 2023 |
| Schwab Managed Retirement Trust Fund 2040 | Charles Schwab Trust Bank | $1,544,740,295 | 2023 |
| Schwab Institutional Diversified International Trust Fund | Charles Schwab Trust Bank | $1,457,077,049 | 2023 |
| Schwab Managed Retirement Trust Fund 2030 | Charles Schwab Trust Bank | $1,371,817,879 | 2023 |
| Schwab Institutional Large Cap Value Trust Fund | Charles Schwab Trust Bank | $1,335,457,635 | 2023 |
| Schwab Managed Retirement Trust Fund 2050 | Charles Schwab Trust Bank | $1,208,906,216 | 2023 |
| Schwab Indexed Retirement Trust Fund 2035 | Charles Schwab Trust Bank | $1,200,501,466 | 2023 |
| Schwab Institutional Core Plus Fixed Income Trust | Charles Schwab Trust Bank | $1,103,114,104 | 2023 |
| Schwab Indexed Retirement Trust Fund 2045 | Charles Schwab Trust Bank | $1,006,013,542 | 2023 |
| Schwab Indexed Retirement Trust Fund 2025 | Charles Schwab Trust Bank | $805,360,548 | 2023 |
| Schwab Institutional Large Cap Growth Trust Fund | Charles Schwab Trust Bank | $754,874,981 | 2023 |
| Schwab Indexed Retirement Trust Fund 2020 | Charles Schwab Trust Bank | $671,878,934 | 2023 |
| Schwab Managed Retirement Trust Fund 2035 | Charles Schwab Trust Bank | $631,338,510 | 2023 |
| Schwab Managed Retirement Trust Fund 2045 | Charles Schwab Trust Bank | $601,269,509 | 2023 |
| Schwab Indexed Retirement Trust Fund 2055 | Charles Schwab Trust Bank | $587,147,507 | 2023 |
| Schwab Institutional Small Cap Trust Fund | Charles Schwab Trust Bank | $417,997,965 | 2023 |
| Schwab Managed Retirement Trust Fund 2025 | Charles Schwab Trust Bank | $408,081,428 | 2023 |
| Schwab Managed Retirement Trust Fund 2020 | Charles Schwab Trust Bank | $404,086,749 | 2023 |
| Schwab Managed Retirement Trust Fund 2055 | Charles Schwab Trust Bank | $385,898,255 | 2023 |
| Schwab Indexed Retirement Trust Fund 2060 | Charles Schwab Trust Bank | $374,174,344 | 2023 |
| Schwab Managed Retirement Trust Fund 2060 | Charles Schwab Trust Bank | $314,877,230 | 2023 |
| Schwab Indexed Retirement Trust Fund 2010 | Charles Schwab Trust Bank | $155,187,778 | 2023 |
| Schwab Indexed Retirement Trust Fund 2015 | Charles Schwab Trust Bank | $125,664,609 | 2023 |
Largest plans in Henderson → · Henderson plans with financial data → · $1B+ plans in Henderson → · Providers by reported compensation →
Related Form 5500 pages
- All NV Form 5500 filings
- Schwab Indexed Retirement Trust Fund 2040 (plan 017)
- Charles Schwab Trust Bank — all reported plans
- Schwab Indexed Retirement Trust Fund 2030 (plan 015)
- Schwab Indexed Retirement Trust Fund 2050 (plan 019)
- Schwab Managed Retirement Trust Fund 2040 (plan 004)
- Schwab Institutional Diversified International Trust Fund (plan 006)
- Charles Schwab Trust Bank — all reported plans
- Schwab Managed Retirement Trust Fund 2030 (plan 003)
- Schwab Institutional Large Cap Value Trust Fund (plan 001)
- Schwab Managed Retirement Trust Fund 2050 (plan 010)
- Schwab Indexed Retirement Trust Fund 2035 (plan 016)
- Schwab Institutional Core Plus Fixed Income Trust (plan 003)
- Schwab Indexed Retirement Trust Fund 2045 (plan 018)
- Schwab Indexed Retirement Trust Fund 2025 (plan 014)
- Schwab Institutional Large Cap Growth Trust Fund (plan 002)
- Schwab Indexed Retirement Trust Fund 2020 (plan 013)
- Schwab Managed Retirement Trust Fund 2035 (plan 008)
- Methodology
- Data sources