Other · DOL Form 5500 · 2023
Chevron Phillips Chemical Puerto Rico Core LLC Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $774,892
- Avg per participant High balance/head
Official DOL plan name: Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan · Sponsored by Chevron Phillips Chemical Puerto Rico Core LLC · Texas · Manufacturing
$2M in assets, 3 participants
Chevron Phillips Chemical Puerto Rico Core LLC's Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #3,054 in Manufacturing (18,722 peers)
2023 asset change
Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan pulled back noticeably 8.7% in 2023 ($3M → $2M) for 3 participants.
- #3,054
- in Manufacturing (18,722 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $220K 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 among the smaller filed plans by assets
Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,324,675 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan among micro filed plans by headcount
Plan-year 2023 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.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan reported net income rose from -$440K in the plan year 2022 filing to -$220K in the plan year 2023 filing.
- Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 261428318 · Chevron Phillips Chemical Puerto Rico Core LLC PY 2023 · Other
Chevron Phillips Chemical Puerto Rico Core LLC Savings Plan · $2M · 3 · 32nd
- 5500 $2M
- ASSETS 3
- PCT 32nd
- EIN Other
- RANK near The Washington Latin School Defined Contribution Plan
- PHOTO ind #3054
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
Chevron Phillips Chemical Puerto Rico Core LLC years around the 2023 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3 | $12M |
| 2023 | 2 | 3 | $12M |
| 2024 | 2 | 2 | $13M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$220K |
| Employer EIN | 261428318 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
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 The Washington Latin School Defined Contribution Plan in DC ($2M); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Rkak Realty & Property Management Inc 401(k) Plan (ND) 3 · 0 off
- Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan (NJ) 3 · 0 off
- VGG (SC) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.