401(k) · DOL Form 5500 · 2023

Chevron Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
341
Participants Below avg headcount
88th
Percentile by assets National rank
$192,199
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

$66M in assets, 341 participants

Chevron Federal Credit Union's Chevron Federal Credit Union 401(k) Plan reported $66M in total assets and 341 participants in its 2023 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.

  • #7,242 in Finance & Insurance (8,869 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, $66M for 341 participants (~$192,199/participant), up 24.5% in 2023.

#7,242
in Finance & Insurance (8,869 peers)
+24.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$65,540,004 Top 12% higher than 88% of 127,068 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 2023

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

Plan-year 2023 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 (341 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chevron Federal Credit Union 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Chevron Federal Credit Union 401(k) Plan end-of-year assets rose from $53M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Chevron Federal Credit Union 401(k) Plan reported participants rose from 325 in the plan year 2022 filing to 341 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940878385 · Chevron Federal Credit Union PY 2023 · 401(k)

Chevron Federal Credit Union 401(k) Plan · $66M · 341 · 88th

  • PHOTO $66M
  • PHOTO 341
  • PHOTO 88th
  • PHOTO 401(k)
  • PHOTO near Searcy, Denney Et Al. 401(k) Profit Sharing Plan
  • PHOTO ind #7242

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

Birdsong Corporation 401(k) Matching & Profit Sharing Contribution PlanBirdsong Corporation 401(k) …$66MLucid Software Inc. 401(k) PlanLucid Software Inc. 401(k) P…$66MSearcy, Denney Et Al. 401(k) Profit Sharing PlanSearcy, Denney Et Al. 401(k)…$66MChevron Federal Credit Union 401(k) PlanChevron Federal Credit Union…$66MBrewer Science, Inc. 401(k) PlanBrewer Science, Inc. 401(k) …$66M
End-of-year total assets ($M) among Chevron Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$66M
Net Income$13M
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): 0.065540004 · Participants: 341Chevron Federal Credit Union 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Searcy, Denney Et Al. 401(k) Profit Sharing Plan in FL ($66M); by covered participants it is Tejas Industries, Inc. 401(k) Plan in TX (341 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (341 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Chevron Federal Credit Union 401(k) Plan grew sharply - up 24.5% during 2023, from $53M to $66M. Reported net income was $13M.
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 127,072 plans that reported assets for plan year 2023 (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 Searcy, Denney Et Al. 401(k) Profit Sharing Plan in FL ($66M, 152 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 Tejas Industries, Inc. 401(k) Plan in TX (341 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.