Defined Benefit (Pension) · DOL Form 5500 · 2023

Chevron Corporation Pension Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
N/A
Participants Small participant base
87th
Percentile by assets National rank
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Official DOL plan name: Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa · Sponsored by Chevron Corporation · California · Manufacturing

$58M in assets, N/A participants

Chevron Corporation's Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa reported $58M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,166 in Manufacturing (18,722 peers)

Where Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa sits by assets

Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa sits in the top quartile of all filed plans by assets, $58M for N/A participants, up 4.2% in 2023.

#15,166
in Manufacturing (18,722 peers)
+4.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa's outsized position by total assets

Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$57,980,596 Top 13% higher than 87% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa reported net income rose from -$17M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa end-of-year assets rose from $56M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940890210 · Chevron Corporation PY 2023 · Defined Benefit (Pension)

Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa · $58M · N/A · 87th

  • VS-ST $58M
  • BOY N/A
  • SCH 87th
  • EBSA Defined Benefit (Pension)
  • PART near C&s Consolidated Pension Plan
  • TYPE ind #15166

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 California →

Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa in the asset neighbourhood

Retirement Pension Plan for Employees of Jps Industries Holdings LLCRetirement Pension Plan for …$58MSte. Michelle Wine Estates LLC Retirement Income PlanSte. Michelle Wine Estates L…$58MPension Plan of Chevron Mining Inc. for Employees Represented by the UmwaPension Plan of Chevron Mini…$58MC&s Consolidated Pension Plan$58MChristie's Inc. Pension Plan$58M
End-of-year total assets ($M) among Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$58M
Net Income$2M
Employer EIN940890210
Plan Effective Date1977-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Chevron Corporation)

Sponsor-wide plan assets over time

All Chevron Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$30.2B 11.49491452491186% vs 2022
2024 filing year
$26B$27B$28B$29B$30B$31B 202220232024 $27.1B $30.2B ▲ +11.5%
Year Plans Participants Total Assets
2022 5 39,783 $27.1B
2023 5 41,131 $28.5B
2024 6 43,012 $30.2B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa, Total assets ($B): 0.057980596 · Participants: 0Pension Plan of Chevron Mining Inc. for Employees Represented by the UmwaKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa side-by-side with 3 peers →

Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is C&s Consolidated Pension Plan in NH at $58M (this filing: $58M).

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 Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa assets move in 2023? ▼
Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa edged up modestly - up 4.2% during 2023, from $56M to $58M. Reported net income was $2M.
How have Chevron Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chevron Corporation's sponsor-wide assets grew 11.5%, from $27.1B to $30.2B.
Where does Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa rank by assets among Form 5500 filers? ▼
Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is C&s Consolidated Pension Plan in NH ($58M, 116 participants).

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 940890210.

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.