Defined Benefit (Pension) · DOL Form 5500 · 2024
Chevron Corporation Pension Plan
Data updated 2026-08-25
- $9.7B
- Total assets Very large vs avg
- 21,297
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $456,956
- Avg per participant High balance/head
Official DOL plan name: Chevron Retirement Plan · Sponsored by Chevron Corporation · Texas · Manufacturing
$9.7B in assets, 21,297 participants
Chevron Corporation's Chevron Retirement Plan reported $9.7B in total assets and 21,297 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #17,717 in Manufacturing (17,777 peers)
Coverage in Texas
Chevron Retirement Plan covers 21,297 participants in Texas, 31x the typical Texas plan (state average ~688 per filing). Assets: $9.7B.
- #17,717
- in Manufacturing (17,777 peers)
- +2.9%
- assets growth YoY
- 98×
- vs typical plan assets (national mean)
Chevron Retirement Plan's outsized position by total assets
Chevron Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,731,784,707 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Chevron Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chevron Retirement Plan is a mega filing (21,297 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chevron Retirement Plan reported net income fell from $1.0B in the plan year 2023 filing to $276M in the plan year 2024 filing.
- Chevron Retirement Plan reported participants rose from 20,576 in the plan year 2023 filing to 21,297 in the plan year 2024 filing.
- Chevron Retirement Plan end-of-year assets rose from $9.5B in the plan year 2023 filing to $9.7B in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 940890210 · Chevron Corporation PY 2024 · Defined Benefit (Pension)
Chevron Retirement Plan · $9.7B · 21,297 · 100th
- IND $9.7B
- IND 21,297
- IND 100th
- IND Defined Benefit (Pension)
- IND near Pfizer Consolidated Pension Plan
- IND ind #17717
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 Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $9.5B |
|---|---|
| Net Assets (End of Year) | $9.7B |
| Net Income | $276M |
| Employer EIN | 940890210 |
| Plan Effective Date | 1933-12-01 |
| Filing Status | FILING 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
| 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.
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
- Bp Retirement Accumulation Plan $5.3B · 9,651
Scale composition for Chevron Retirement Plan
Chevron Retirement Plan reports $9.7B in end-of-year assets across 21,297 participants (0.079% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $456,956 per participant (3.3x the national average assets-per-participant) . Net income for plan year 2024 was $276M.
This plan identity (EIN 940890210, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.4B to $9.7B (+15.7%) while covered participants moved from 19,629 to 21,297 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,629 | $8.4B | Open filing |
| 2023 | 20,576 | $9.5B | Open filing |
| 2024 · index core | 21,297 | $9.7B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Chevron Employee Savings Investment Plan (401(k), $20.4B, 21,505 participants)
Chevron Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Pfizer Consolidated Pension Plan in NY ($10.0B); by covered participants it is Laborers Pension Trust Fund for Northern California in CA (21,267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.7B here).
- Pfizer Consolidated Pension Plan (NY) $10.0B · 8,876
- The Citigroup Pension Plan (CT) $10.0B · 15,906
- Merck US Pension Plan (NJ) $10.1B · 26,843
- UPS Pension Plan (GA) $9.3B · 157,587
Similar participant headcount
Nearest other-state filings by covered participants (21,297 participants); asset peers above are excluded.
- Laborers Pension Trust Fund for Northern California (CA) 21,267 · 30 off
- United Food & Commercial Workers Intl Union - Industry Pension Fund (IL) 20,984 · 313 off
- Retirement Plan of International Paper Company (TN) 20,795 · 502 off
- Bjc Pension Plan (MO) 20,653 · 644 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.