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CHEVRON CORPORATION

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served2Rank #4486 of mapped providers
Assets under administration$20.4B0.0%Market share · rank #633
Fees received$105,637Median $52,819/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CHEVRON CORPORATION plan look like?
Service mix · median fees per plan
Count of plans where CHEVRON CORPORATION ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Direct payment from the plan; Plan AdministratorCode 14
1$55,989
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general)Code 15
1$49,648
Competitor overlap
Percent of CHEVRON CORPORATION's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CHEVRON CORPORATION.
SponsorFromAssets
Plans lost in 2024
Appeared last year under CHEVRON CORPORATION; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
CHEVRON CORPORATIONTX · 940890210-001
$20.4B35,035$49,6488y1
CHEVRON CORPORATIONTX · 940890210-002
$22M424$55,9891y-
Flag exposure
50.0%Market: 89.2%
This provider
Market baseline

Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.

Aliases resolved (1)
Raw Schedule C names collapsed into CHEVRON CORPORATION.
  • CHEVRON CORPORATION
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CHEVRON CORPORATION's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit150.00%0.14%+49.86 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with CHEVRON CORPORATION. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
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