Defined Benefit (Pension) · DOL Form 5500 · 2024

Chevron Corporation Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
N/A
Participants Small participant base
86th
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 · Texas · Manufacturing

$57M in assets, N/A participants

Chevron Corporation's Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa reported $57M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,113 in Manufacturing (17,777 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, $57M for N/A participants, down 1.9% in 2024.

#14,113
in Manufacturing (17,777 peers)
-1.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$56,892,901 Top 14% higher than 86% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa end-of-year assets fell from $58M in the plan year 2023 filing to $57M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 940890210 · Chevron Corporation PY 2024 · Defined Benefit (Pension)

Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa · $57M · N/A · 86th

  • EIN $57M
  • RANK N/A
  • PHOTO 86th
  • IND Defined Benefit (Pension)
  • EOY near Sheet Metal Workers' Local No. 40 Pension Fund
  • 5500 ind #14113

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 →

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

Group Retirement Income Plan No. 12Group Retirement Income Plan…$57MAmerican Board of Pediatrics, Inc. Pension PlanAmerican Board of Pediatrics…$57MPension Plan of Chevron Mining Inc. for Employees Represented by the UmwaPension Plan of Chevron Mini…$57MSheet Metal Workers' Local No. 40 Pension FundSheet Metal Workers' Local N…$57MGlencore Ltd. Defined Benefit PlanGlencore Ltd. Defined Benefi…$57M
End-of-year total assets ($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 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$57M
Net Income-$1M
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 Texas

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 Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa, Total assets ($B): 0.056892901 · Participants: 0Pension Plan of Chevron Mining Inc. for Employees Represented by the UmwaAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa vs. nearby Defined Benefit (Pension) plans in Texas, 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 Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Sheet Metal Workers' Local No. 40 Pension Fund in NY at $57M (this filing: $57M).

DOL Form 5500 plan year 2024. 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 2024? ▼
Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa edged down modestly - down 1.9% during 2024, from $58M to $57M. Reported net income was -$1M.
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 86th 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 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 Sheet Metal Workers' Local No. 40 Pension Fund in NY ($57M, 300 participants).

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 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.