Chevron Corporation
Form 5500 DataOverview
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
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 6001 Bollinger Canyon Road Building H, Room H1268
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LocationSan Ramon , CA94583
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IndustryPetroleum Refineries
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AdministratorAnne Manha
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Net Plan Assets$18,700,000,000
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Total Participants36,000
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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
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
exclusives
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
February 19, 2021
Data & Research
Many Near-Retirees Don't Understand Social Security Benefits
More than one-third failed a basic Social Security quiz administered by MassMutual.
April 7, 2021
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Practice Management
Practice Management: Areas of Success
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
December 28, 2020
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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Chevron Corporation Common Stock | 34% |
N/A
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Vanguard Institutional 500 Index | 15% |
N/A
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Vanguard Group Target Retirement | 8% |
N/A
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100%
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100%
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100%
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100%
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View all funds in this plan
Providers
Plan Service Providers
SERVICE | PROVIDER |
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Investment Adviser
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Strategic Advisors
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Recordkeeper
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Fidelity
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Consultant
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Morris Davis Chan and Tan
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Recordkeeper
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Chevron Corporation
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Consultant
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Chevron Corporation
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Recordkeeper
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Buck Consultants, Inc.
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Legal Counsel
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Seyfarth Shaw, LLP
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Recordkeeper
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Towers Watson
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Auditor
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Morris, Davis & Chan
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Articles and Questions

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