401(k) · DOL Form 5500 · 2022

Chevron Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
325
Participants Below avg headcount
88th
Percentile by assets National rank
$161,993
Avg per participant Above avg balance/head
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Official DOL plan name: Chevron Federal Credit Union 401(k) Plan · Sponsored by Chevron Federal Credit Union · California · Finance & Insurance

$53M in assets, 325 participants

Chevron Federal Credit Union's Chevron Federal Credit Union 401(k) Plan reported $53M in total assets and 325 participants in its 2022 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,534 in Finance & Insurance (9,261 peers)

Where Chevron Federal Credit Union 401(k) Plan sits by assets

Chevron Federal Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 325 participants (~$161,993/participant), down 11.0% in 2022.

#7,534
in Finance & Insurance (9,261 peers)
-11.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chevron Federal Credit Union 401(k) Plan's outsized position by total assets

Chevron Federal Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$52,647,858 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Chevron Federal Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chevron Federal Credit Union 401(k) Plan sits mid-pack in the medium band (325 participants).

EBSA filing schedule strip

Filing strip 940878385 · Chevron Federal Credit Union PY 2022 · 401(k)

Chevron Federal Credit Union 401(k) Plan · $53M · 325 · 88th

  • EIN $53M
  • EIN 325
  • EIN 88th
  • EIN 401(k)
  • EIN near Kearny Bank Employees' Savings Plan
  • EIN ind #7534

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Chevron Federal Credit Union 401(k) Plan in the asset neighbourhood

Alk 401(k) Plan$53MLigon Industries 401(k) Retirement PlanLigon Industries 401(k) Reti…$53MEight Eleven Group, LLC. 401(k) Profit Sharing TrustEight Eleven Group, LLC. 401…$53MChevron Federal Credit Union 401(k) PlanChevron Federal Credit Union…$53MKearny Bank Employees' Savings PlanKearny Bank Employees' Savin…$53M
End-of-year total assets ($M) among Chevron Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$53M
Net Income-$7M
Employer EIN940878385
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chevron Federal Credit Union)

Sponsor-wide plan assets over time

All Chevron Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$77M 45.44919757229249% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.7M $76.6M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 325 $53M
2023 1 341 $66M
2024 1 353 $77M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Chevron Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Chevron Federal Credit Union 401(k) Plan, Total assets ($B): 0.052647858 · Participants: 325Chevron Federal Credit Union 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Chevron Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Chevron Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Chevron Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kearny Bank Employees' Savings Plan in NJ ($53M); by covered participants it is Tegra118 401(k) Retirement Plan in NJ (325 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chevron Federal Credit Union 401(k) Plan assets move in 2022? ▼
Chevron Federal Credit Union 401(k) Plan pulled back noticeably - down 11.0% during 2022, from $59M to $53M. Reported net income was -$7M.
How have Chevron Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chevron Federal Credit Union's sponsor-wide assets grew 45.4%, from $53M to $77M.
Where does Chevron Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Chevron Federal Credit Union 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Chevron Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kearny Bank Employees' Savings Plan in NJ ($53M, 535 participants).
Which 401(k) plans cover a similar participant headcount to Chevron Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tegra118 401(k) Retirement Plan in NJ (325 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940878385.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.