Plan5500

Chevron Master Pension Trust — Form 5500 plan (Chevron Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chevron Master Pension Trust is a benefit plan reported by Chevron Corporation under EIN 94-0890210 and plan number 101. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $12,307,527,173 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.6BPlan net assets, end of year$9,595,705,916
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$35.8M36 Schedule C provider row(s)$35,760,032
Plan sponsor
Chevron Corporation
EIN
94-0890210
Plan number
101
Plan type
4
Location
San Ramon, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.3B total assets
Net assets$9.6BLiabilities$2.7B
Money in vs. money out
Total income / additions$923.9M
Total expenses$41.8M
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$12,307,527,173
Total liabilities (EOY)
$2,711,821,257
Net assets (EOY)
$9,595,705,916
Net assets (BOY)
$8,489,506,944

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$923,886,619

Expenses & distributions

Benefits paid
$0
Administrative expenses
$41,833,381
Total expenses
$41,833,381
Net increase / (decrease)
$882,053,238
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Willis Towers Watson Us LLC$5.2M
    NONE · Direct $5.2M
  2. 2
    Arrowstreet Capital, Limited Partne$3.4M
    NONE · Direct $3.4M
  3. 3
    Ifm Investors (Us) Advisor LLC$2.9M
    NONE · Direct $2.9M
  4. 4
    Alliance Bernstein$2.6M
    NONE · Direct $2.6M
  5. 5
    Prudential Insurance Co. Of America$2.5M
    NONE · Direct $2.5M
  6. 6
    Jp Morgan Chase Bank, National Asso$1.9M
    NONE · Direct $1.9M
  7. 7
    Global Infrastructure Iii Partners$1.8M
    NONE · Direct $1.8M
  8. 8
    Principal Life Insurance Company$1.7M
    NONE · Direct $1.7M
  9. 9
    Polaris Capital Management, LLC$1.6M
    NONE · Direct $1.6M
  10. 10
    Chevron Corporation$1.5M
    EMPLOYER · Direct $1.5M
  11. 11
    Wellington Management$1.5M
    NONE · Direct $1.5M · Indirect $18.7K
  12. 12
    Mfs Institutional Advisors$1.5M
    NONE · Direct $1.5M
  13. 13
    Lsv Investment Asset Management$1.4M
    NONE · Direct $1.4M
  14. 14
    The Northern Trust Company$848.1K
    NONE · Direct $848.1K
  15. 15
    Ubs Realty Investors LLC$725.9K
    NONE · Direct $725.9K
  16. 16
    Metlife Investment Management$605.4K
    NONE · Direct $605.4K
  17. 17
    Prudential Asset Management (Pgim)$593.7K
    NONE · Direct $593.7K
  18. 18
    Allspring$493.8K
    NONE · Direct $493.8K
  19. 19
    Callan LLC$456.6K
    NONE · Direct $456.6K
  20. 20
    Principal Bank$441.1K
    NONE · Direct $441.1K
  21. 21
    Jp Morgan Investment Management Inc$356.7K
    NONE · Direct $356.7K
  22. 22
    Aon Consulting Inc.$354.2K
    NONE · Direct $354.2K
  23. 23
    Nomura Corporate Research And Asset$277.2K
    NONE · Direct $277.2K
  24. 24
    Blackrock Institutional Trust Co$245K
    NONE · Direct $167K · Indirect $78K
  25. 25
    Guggenheim Partners Invest Mngt LLC$196.3K
    NONE · Direct $196.3K
  26. 26
    Populus$174.4K
    NONE · Direct $174.4K
  27. 27
    Prudential Retirement Ins Annuity$122.1K
    NONE · Direct $122.1K
  28. 28
    Withumsmith+Brown$103.2K
    NONE · Direct $103.2K
  29. 29
    Kathleen Lutito$63.1K
    NONE · Direct $63.1K
  30. 30
    Seyfarth Shaw Llp$46.4K
    NONE · Direct $46.4K
  31. 31
    Evestment$46.1K
    NONE · Direct $46.1K
  32. 32
    Global Trading Analytics$35K
    NONE · Direct $35K
  33. 33
    Lazard Asset Management LLC$23.4K
    NONE · Direct $23.4K
  34. 34
    Tbbc Ltd$14.9K
    NONE · Direct $14.9K
  35. 35
    Ashmore Investment Management Ltd$13.6K
    NONE · Direct $13.6K
  36. 36
    Paul Hastings Llp$11.4K
    NONE · Direct $11.4K

What to inspect next

Frequently asked questions

Who sponsors the Chevron Master Pension Trust?
Chevron Master Pension Trust is reported as sponsored by Chevron Corporation (EIN 94-0890210, plan number 101) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Chevron Master Pension Trust?
The latest Form 5500 filing year loaded for Chevron Master Pension Trust is 2023.
How many participants does Chevron Master Pension Trust report?
The participant count for Chevron Master Pension Trust is not reported in the loaded dataset.
What are the reported plan assets for Chevron Master Pension Trust?
Chevron Master Pension Trust reports $12,307,527,173 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages