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 (45)
Average in Peer Group (74)
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 40,600 active participants and over $17.1B 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 12/31/2015
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
  • 94583-2324
  • Industry
    Petroleum Refineries
  • Administrator
    Audrey T Lamastro
  • Net Plan Assets
    $17,100,000,000
  • Total Participants
    41,000
  • Avg Account Balance
    $430,000

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:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
GlaxoSmithKline LLC 87.4
Cisco Systems 86.8
Northrop Grumman 83.4
Ford Motor Company 82.6
Dell 82.0
United Technologies 79.4
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Investments

Investment Menu Stats

# of Investment Options

38

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Chevron Corporation Common Stock 41%
N/A
Vanguard Institutional Index 9%
5%
Vanguard Total Bond Market Index 6%
59%
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
Vanguard Group
Recordkeeper
Vanguard Group
Consultant
Vanguard Group
Legal Counsel
Chevron Corporation
Administration
Chevron Corporation
Auditor
Morris, Davis & Chan