Defined Benefit (Pension) · DOL Form 5500 · 2023

Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: N/A
Participants Small participant base: 59th
Percentile by assets National rank

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Official DOL plan name: Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan · Sponsored by Chevron Phillips Chemical Puerto Rico Core LLC · Texas · Manufacturing

$10M in assets, N/A participants

Chevron Phillips Chemical Puerto Rico Core LLC's Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan reported $10M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#8,423 in Manufacturing (18,722 peers)

What the 2023 filing shows

Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan holds $10M for N/A participants, above the median plan by assets.

#8,423
in Manufacturing (18,722 peers): +4.4%
assets growth YoY

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

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

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

$10,070,989 Top 41% higher than 59% 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

Filed plans by participant headcount

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

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $441K in the plan year 2023 filing.
Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261428318 · Chevron Phillips Chemical Puerto Rico Core LLC PY 2023 · Defined Benefit (Pension)

Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan · $10M · N/A · 59th

PART $10M
PART N/A
PART 59th
PART Defined Benefit (Pension)
PART near The Castellini Company Retirement Plan
PART ind #8423

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 →

End-of-year total assets ($M) among Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$10M
Net Income	$441K
Employer EIN	261428318
Plan Effective Date	1969-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Chevron Phillips Chemical Puerto Rico Core LLC)

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

Nearby Defined Benefit (Pension) Plans in Texas

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

Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $30.0B · 107,859
Shell Pension Plan $15.1B · 12,215
Exxonmobil Pension Plan $12.0B · 22,551
Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
Bp Retirement Accumulation Plan $5.5B · 9,360

Compare Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan side-by-side with 3 peers →

Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is The Castellini Company Retirement Plan in KY at $10M (this filing: $10M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

The Castellini Company Retirement Plan (KY) $10M · 30
Esl Federal Credit Union Pension Plan (NY) $10M · 871
B&g Foods Stoughton, Wisconsin Union Pension Plan (NJ) $10M · 79
The Cleveland Museum of Art Pension Plan (OH) $10M · 88

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 Phillips Chemical Puerto Rico Core LLC Pension Plan assets move in 2023? ▼

Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan edged up modestly - up 4.4% during 2023, from $10M to $10M. Reported net income was $441K.

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 Defined Benefit (Pension) plans are similar in size to Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is The Castellini Company Retirement Plan in KY ($10M, 30 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 261428318.