Other · DOL Form 5500 · 2022

Chevron Phillips Chemical Puerto Rico Core LLC Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
38th
Percentile by assets National rank
$848,289
Avg per participant High balance/head
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Official DOL plan name: Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan · Sponsored by Chevron Phillips Chemical Puerto Rico Core LLC · Texas · Manufacturing

$3M in assets, 3 participants

Chevron Phillips Chemical Puerto Rico Core LLC's Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,335 in Manufacturing (20,602 peers)

2022 asset change

Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan pulled back noticeably 14.7% in 2022 ($3M → $3M) for 3 participants.

#4,335
in Manufacturing (20,602 peers)
-14.7%
assets change YoY

The plan reported a net loss of $440K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan's mid-pack asset rank among Manufacturing and all filers

Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan vs every filed plan by assets

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

$2,544,868 38th percentile higher than 38% 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 Phillips Chemical Puerto Rico Core LLC Savings Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 261428318 · Chevron Phillips Chemical Puerto Rico Core LLC PY 2022 · Other

Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan · $3M · 3 · 38th

  • PCT $3M
  • PCT 3
  • PCT 38th
  • PCT Other
  • PCT near Chimp Haven, Inc. 403(b) Plan
  • PCT ind #4335

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 Manufacturing retirement plans → · Plans in Texas →

Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan in the asset neighbourhood

Epilepsy-Pralid, Inc. 403(b) PlanEpilepsy-Pralid, Inc. 403(b)…$3MSt Joseph Healthcare Fnd Tax - AmendedSt Joseph Healthcare Fnd Tax…$3MChevron Phillips Chemical Puerto Rico Core LLC Savings PlanChevron Phillips Chemical Pu…$3MChimp Haven, Inc. 403(b) Plan$3MOakhurst Medical Centers 403(b) PlanOakhurst Medical Centers 403…$3M
End-of-year total assets ($M) among Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Chevron Phillips Chemical Puerto Rico Core LLC years around the 2022 move

Sponsor-wide plan assets over time

All Chevron Phillips Chemical Puerto Rico Core LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 5.621694955975415% vs 2022
2024 filing year
$12M$12.5M$13M 202220232024 $12.2M $12.9M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 3 $12M
2023 2 3 $12M
2024 2 2 $13M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$440K
Employer EIN261428318
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan, Total assets ($B): 0.002544868 · Participants: 3Chevron Phillips Chemical Puerto Rico Core LLC Savings PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan vs. nearby Other plans in Texas, assets vs. participants

Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Chimp Haven, Inc. 403(b) Plan in LA ($3M); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Phillips Chemical Puerto Rico Core LLC Savings Plan assets move in 2022?
Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan pulled back noticeably - down 14.7% during 2022, from $3M to $3M. Reported net income was -$440K.
How have Chevron Phillips Chemical Puerto Rico Core LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Chevron Phillips Chemical Puerto Rico Core LLC's sponsor-wide assets grew 5.6%, from $12M to $13M.
Which Other plans are similar in size to Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan?
Among Other plans in other states, the closest by assets is Chimp Haven, Inc. 403(b) Plan in LA ($3M, 64 participants).
Which Other plans cover a similar participant headcount to Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan?
Among Other plans in other states, the closest by covered participants is Juile a Staggers Profit Sharing Plan in VA (3 participants, $1M in assets).