Defined Benefit (Pension) · DOL Form 5500 · 2022

Entergy Corporation Pension Plan

Data updated 2026-08-11

$25M
Total assets
1,893
Participants
80th
Percentile by assets
$13,148
Avg per participant
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Official DOL plan name: Entergy Corporation Cash Balance Plan for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities

$25M in assets, 1,893 participants

Entergy Corporation's Entergy Corporation Cash Balance Plan for Bargaining Employees reported $25M in total assets and 1,893 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 80th percentile by assets (of 139,126 plans)
  • #317 in Utilities (738 peers)

Coverage in Louisiana

Entergy Corporation Cash Balance Plan for Bargaining Employees covers 1,893 participants in Louisiana, 3.8x the typical Louisiana plan (state average ~495 per filing). Assets: $25M.

$25M
total plan assets (2022 EOY)
1,893
covered participants
80th
percentile by assets (of 139,126 plans)
$13,148
avg assets per participant
State
Industry

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Entergy Corporation Cash Balance Plan for Bargaining Employees reports 1,893 participants - 3.8x that state average ($25M EOY assets).

Louisiana filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN721229752
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Entergy Corporation)

$8.8B$9B$9.2B$9.4B$9.6B 202220232024 $9.06B $9.04B ▼ -0.2%
Total plan assets by year, all Entergy Corporation plans on file
Year Plans Participants Total Assets
2022 12 26,428 $9.1B
2023 12 24,231 $9.5B
2024 12 26,442 $9.0B

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Entergy Corporation Cash Balance Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants

Entergy Corporation Cash Balance Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Entergy Corporation …Lumen Combined Pensi…Entergy Corporation …Entergy Corporation …Willis-Knighton Medi…Entergy Corporation …
Entergy Corporation Cash Balance Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Entergy Corporation Cash Balance Plan for Bargaining Employees by total assets, not by location.

Frequently Asked Questions

How did Entergy Corporation Cash Balance Plan for Bargaining Employees assets move in 2022?
Entergy Corporation Cash Balance Plan for Bargaining Employees grew sharply - up 17.4% during 2022, from $21M to $25M. Reported net income was $4M.
How have Entergy Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Entergy Corporation's sponsor-wide assets declined 0.2%, from $9.1B to $9.0B.
Where does Entergy Corporation Cash Balance Plan for Bargaining Employees rank by assets among Form 5500 filers?
Entergy Corporation Cash Balance Plan for Bargaining Employees ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Entergy Corporation Cash Balance Plan for Bargaining Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Santee Print Works Retirement Plan in SC ($25M, 122 participants).

Next read for Entergy Corporation Cash Balance Plan fo…

Filing takeaways

Ways to act on Entergy Corporation Cash Balance Plan for Bargaining Employees's numbers.

  • By total assets, Entergy Corporation Cash Balance Plan for Bargaining Employees ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Louisiana. Compare plans
  • Entergy Corporation's sponsor-wide assets have declined 0.2% since 2022 across 3 plan years on file. More Utilities plans