Employers › Chevron
Recordkeeping fees per participant · Chevron Employee Savings Investment Plan · plan year 2024
$24.46
Higher than 33% of the 790 plans over $1B that report it.
= $840,624 / 34,370
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014085817NAL0002451201001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085817NAL0002451201001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$60.14
Higher than 72% of the 1,045 plans over $1B that report it.
= $2,067,067 / 34,370
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014085817NAL0002451201001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085817NAL0002451201001, received 2025-10-14
Administrative expenses per participant
$86.92
Higher than 62% of the 1,076 plans over $1B that report it.
= $2,987,346 / 34,370
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014085817NAL0002451201001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085817NAL0002451201001, received 2025-10-14
Administrative expenses as a share of assets
0.015%
Higher than 12% of the 1,076 plans over $1B that report it.
= $2,987,346 / $20,378,704,663
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014085817NAL0002451201001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014085817NAL0002451201001, received 2025-10-14
Employer contributions per participant
$9,302
Higher than 92% of the 1,135 plans over $1B that report it.
= $319,724,723 / 34,370
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014085817NAL0002451201001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085817NAL0002451201001, received 2025-10-14
Employer share of total contributions
41.0%
Higher than 77% of the 1,135 plans over $1B that report it.
= $319,724,723 / $780,610,665
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014085817NAL0002451201001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014085817NAL0002451201001, received 2025-10-14
Eligibility
“Employees are eligible to enroll in the Plan upon hire.”
Form 11-K filed 2026-06-24, for the year ended 2025-12-31 · plan description note, general (fallback) · source document
Automatic enrollment
“Newly hired or rehired employees who do not opt out or elect to contribute a different rate of eligible compensation within a 30-day period are automatically enrolled in the Plan at a before-tax contribution rate of 6% of eligible compensation.”
Form 11-K filed 2026-06-24, for the year ended 2025-12-31 · plan description note, general · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 2R participant brokerage window · 2O ESOP-related feature · 2E profit-sharing · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014085817NAL0002451201001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CHEVRON CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Plan name | CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Sponsor EIN / plan number | 94-0890210 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Industry (business code) | 324110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Participants, beginning of year | 35,056 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Active participants | 22,195 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Participants, end of year | 35,035 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Participants with an account balance | 34,370 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Total assets, beginning of year | $18,940,367,921 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Total assets, end of year | $20,378,704,663 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Net assets, end of year | $20,378,704,663 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Total income | $2,987,929,291 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Net income | $1,296,773,664 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Employer contributions | $319,724,723 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Participant contributions | $403,931,580 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $56,954,362 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Total contributions | $780,610,665 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Benefit payments | $1,688,168,281 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $1,691,155,627 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Total administrative expenses | $2,987,346 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Contract administrator fees | $98,676 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Recordkeeping fees | $840,624 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| IQPA audit fees | $75,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Investment advisory and management fees | $920,279 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Administrative expenses excluding investment management | $2,067,067 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Held in common/collective trusts | $14,019,277,442 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Held in mutual funds | $487,057,517 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014085817NAL0002451201001, received 2025-10-14 |
| Independent auditor | WITHUMSMITH+BROWN, PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014085817NAL0002451201001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014085817NAL0002451201001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $2,893,571 | no |
| GRANT THORNTON LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $75,000 | no |
| STATE STREET GLOBAL ADVISORS | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $66,667 | no |
| SEYFARTH SHAW LLP | LEGAL | 29 Legal | $50,768 | no |
| CHEVRON CORPORATIONrecordkeeper | PLAN SPONSOR | 15 Recordkeeping and information management; 16 Consulting (general); 50 Direct payment from the plan | $49,648 | no |
| WILLIS TOWERS WATSON | CONSULTANT | 16 Consulting (general) | $42,446 | no |
| CAPFINANCIAL PARTNERS | CONSULTANT | 16 Consulting (general) | $15,000 | no |
| INFORMA INVESTMENTS SOLUTIONS | CONSULTANT | 16 Consulting (general); 49 Other services | $13,764 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $-212,287 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014085817NAL0002451201001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $18,940,367,921 | $20,378,704,663 | 7.6% |
| Participants with a balance | 34,614 | 34,370 | -0.7% |
| Administrative expenses | $3,193,201 | $2,987,346 | -6.4% |
| Recordkeeping fees per participant | $33.99 | $24.46 | -28.0% |
| Employer contributions | $313,217,679 | $319,724,723 | 2.1% |
Prior filing 20241015144322NAL0049977328001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: CHEVRON CORPORATION; SEC registrant: CHEVRON CORP (CIK 93410, matched by EIN; display name from the Form 11-K cover).