401(k) · DOL Form 5500 · 2024

Chevron Federal Credit Union 401(k) Plan

Data updated 2026-08-11

$77M
Total assets: 353
Participants: 88th
Percentile by assets: $216,929
Avg per participant

Official DOL plan name: Chevron Federal Credit Union 401(k) Plan · Sponsored by Chevron Federal Credit Union · California · Finance & Insurance

$77M in assets, 353 participants

Chevron Federal Credit Union's Chevron Federal Credit Union 401(k) Plan reported $77M in total assets and 353 participants in its 2024 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.

88th percentile by assets (of 123,622 plans)
#7,010 in Finance & Insurance (8,549 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, $77M for 353 participants (~$216,929/participant), up 16.8% in 2024.

$77M
total plan assets (2024 EOY): 353
covered participants: 88th
percentile by assets (of 123,622 plans): $216,929
avg assets per participant

Chevron Federal Credit Union 401(k) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Chevron Federal Credit Union 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Chevron Federal Credit Union 401(k) Plan reported participants rose from 341 in the plan year 2023 filing to 353 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Finance & Insurance

Chevron Federal Credit Union 401(k) Plan vs the 2024 asset distribution

By assets, Chevron Federal Credit Union 401(k) Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$66M
Net Assets (End of Year)	$77M
Net Income	$11M
Employer EIN	940878385
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Chevron Federal Credit Union)

Total plan assets by year, all Chevron Federal Credit Union plans on file

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

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Chevron Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Chevron Federal Credit Union 401(k) Plan by total assets, not by location.

Ifit Inc. 401(k) Plan (UT) $77M · 812
The 401(k) Savings Plan for Ghc Affiliates (VA) $77M · 5,234
Great Day Improvements, LLC 401(k) Plan (OH) $77M · 2,908
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan (MA) $77M · 7

Frequently Asked Questions

How did Chevron Federal Credit Union 401(k) Plan assets move in 2024? ▼

Chevron Federal Credit Union 401(k) Plan grew sharply - up 16.8% during 2024, from $66M to $77M. Reported net income was $11M.

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 123,622 plans that reported assets for plan year 2024 (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 Ifit Inc. 401(k) Plan in UT ($77M, 812 participants).

Next read for Chevron Federal Credit Union 401(k) Plan

Scale reading

Ways to act on Chevron Federal Credit Union 401(k) Plan's numbers.

By total assets, Chevron Federal Credit Union 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Chevron Federal Credit Union's sponsor-wide assets have grown 45.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940878385.