Overview

Plan Rating

BrightScope Rating
90
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (76)
Highest in Peer Group (90)

Plan Description

Chevron Employee Savings Investment Plan is a defined contribution plan with a profit-sharing component, 401k feature, and leveraged ESOP component. This plan has a BrightScope Rating of 90, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Chevron Employee Savings Investment Plan currently has over 35,500 active participants and over $18.7B in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 6001 Bollinger Canyon Road Building H, Room H1268
  • Location
    San Ramon , CA
  • 94583
  • Industry
    Petroleum Refineries
  • Administrator
    Anne Manha
  • Net Plan Assets
    $18,700,000,000
  • Total Participants
    36,000
  • Avg Account Balance
    $540,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Bp Corporation North America 89.3
Bayer 89.1
Exxon Mobil 88.1
GlaxoSmithKline LLC 87.3
Cisco Systems 87.0
Ford Motor Company 84.4

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

36

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Chevron Corporation Common Stock 34%
N/A
Vanguard Institutional 500 Index 15%
N/A
Vanguard Group Target Retirement 8%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Strategic Advisors
Recordkeeper
Fidelity
Consultant
Morris Davis Chan and Tan
Recordkeeper
Chevron Corporation
Consultant
Chevron Corporation
Recordkeeper
Buck Consultants, Inc.
Legal Counsel
Seyfarth Shaw, LLP
Recordkeeper
Towers Watson
Auditor
Morris, Davis & Chan

Articles and Questions

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