My Plan Facts

Employers › Texas

Employer · plans filed under one EIN

Chevron Corporation

Houston, TX · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$30.2Bnet assets across plans
95,290participant records43,894 active
$775Memployer contributions, latest plan years$17,652 per active record
$3.4MSchedule C compensation to organisations$35.23 per participant record

5 retirement plans with 100 or more participants file Form 5500 under Chevron Corporation's employer identification number (Houston, Texas). Their latest filings total 95,290 participant records and $30.2B in net assets.

The largest is Chevron Retirement Plan, a defined benefit pension plan with 59,088 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $775M and participant contributions $404M in the latest plan years; benefits paid were $2.23B. Schedule C compensation reported to service provider organisations totalled $3.4M.

Combined net assets moved from $20.8B in 2009 to $30.2B in 2024 (up 45%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Chevron Retirement Plandefined benefit pension plan202459,088$9.73B$164,700$20,935$0
Chevron Employee Savings Investment PlanESOP with a 401(k) feature202435,035$20.4B$581,667$14,405$3.2M
The Star Enterprise Retirement Plandefined benefit pension plan2024424$22.2M$52,437—$150K
Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwadefined benefit pension plan2024387$56.9M$147,010—$0
Chevron-Sup Marine Pension Plandefined benefit pension plan2024356$7.3M$20,539$3,922$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $20.8B2010: $24.6B2011: $25.7B2012: $27.6B2013: $30.9B2014: $30.7B2015: $27.7B2016: $29.5B2017: $30.6B2018: $26.4B2019: $29.9B2020: $28.5B2021: $30.0B2022: $27.1B2023: $28.5B2024: $30.2B$20.8B$30.9B$30.2B20092012201620202024
Combined net assets
2009: 132,5062010: 128,8512011: 128,6562012: 129,5512013: 130,6372014: 128,0842015: 122,7162016: 116,2292017: 110,8052018: 106,9992019: 105,4192020: 101,4452021: 98,2352022: 96,1832023: 96,5612024: 95,290132,50695,29020092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024595,290$30.2B$775M$404M
2023596,561$28.5B$967M$389M
2022596,183$27.1B$1.10B$348M
2021598,235$30.0B$1.05B$321M
20205101,445$28.5B$1.18B$359M
20195105,419$29.9B$1.18B$347M
20185106,999$26.4B$1.17B$334M
20175110,805$30.6B$860M$328M
20165116,229$29.5B$783M$357M
20155122,716$27.7B$568M$397M
20145128,084$30.7B$816M$384M
20135130,637$30.9B$7.9M$365M
20125129,551$27.6B$750M$340M
20115128,656$25.7B$760M$317M
20105128,851$24.6B$2.01B$310M
20095132,506$20.8B$1.36B$313M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Strategic Advisors, Inc.Investment advisory (plan)1$2,893,571
Chevron CorporationRecordkeeping and information management; Consulting (general); Plan Administrator2$105,637
State Street Global AdvisorsInvestment advisory (plan); Custodial (other than securities); Custodial (securities)2$101,882
Grant Thornton LLPAccounting (including auditing)1$75,000
Willis Towers WatsonConsulting (general); Actuarial2$61,446
Seyfarth Shaw LLPLegal1$50,768
Withum Smith + BrownAccounting (including auditing)1$23,140
Northern Trust CompanyTrustee (directed)1$16,642
Capfinancial PartnersConsulting (general)1$15,000
Informa Investments SolutionsConsulting (general); Other services1$13,764
Fidelity Investments InstitutionalParticipant loan processing1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Strategic Advisors, Inc.$2.9M
Chevron Corporation$106K
State Street Global Advisors$102K
Grant Thornton LLP$75K
Willis Towers Watson$61K
Seyfarth Shaw LLP$51K
Withum Smith + Brown$23K
Northern Trust Company$17K

Questions and answers

How many retirement plans does Chevron Corporation have?

5 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Chevron Retirement Plan, Chevron Employee Savings Investment Plan, The Star Enterprise Retirement Plan and Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Chevron Corporation contribute to its plans?

$774,812,723 in employer contributions across these plans in their latest plan years, about $17,652 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Strategic Advisors, Inc., Chevron Corporation, State Street Global Advisors and Grant Thornton LLP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.