Defined Benefit (Pension) · DOL Form 5500 · 2022

Entergy Corporation Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
1,893
Participants Near avg headcount
80th
Percentile by assets National rank
$13,148
Avg per participant Low balance/head
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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.

  • #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.

#317
in Utilities (738 peers)
+17.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Entergy Corporation Cash Balance Plan for Bargaining Employees's outsized position by total assets

Entergy Corporation Cash Balance Plan for Bargaining Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,888,995 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Entergy Corporation Cash Balance Plan for Bargaining Employees's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Entergy Corporation Cash Balance Plan for Bargaining Employees lands in the large band (1,893 participants).

Form 5500 schedule snapshot

Filing strip 721229752 · Entergy Corporation PY 2022 · Defined Benefit (Pension)

Entergy Corporation Cash Balance Plan for Bargaining Employees · $25M · 1,893 · 80th

  • EBSA $25M
  • PART 1,893
  • TYPE 80th
  • NET Defined Benefit (Pension)
  • BOOK near Santee Print Works Retirement Plan
  • VS-ST ind #317

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in Louisiana →

Entergy Corporation Cash Balance Plan for Bargaining Employees in the asset neighbourhood

Retirement Plan for Employees of International Brotherhood of Electrical Workers Local 134Retirement Plan for Employee…$25MEntergy Corporation Cash Balance Plan for Bargaining EmployeesEntergy Corporation Cash Bal…$25MSantee Print Works Retirement PlanSantee Print Works Retiremen…$25MSbera Pension Plan as Adopted by Martha's Vineyard BankSbera Pension Plan as Adopte…$25MKennedy Valve Factory Employees Pension PlanKennedy Valve Factory Employ…$25M
End-of-year total assets ($M) among Entergy Corporation Cash Balance Plan for Bargaining Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Entergy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9.0B 0.24371437852751576% vs 2022
2024 filing year
$8.8B$9B$9.2B$9.4B$9.6B 202220232024 $9.06B $9.04B ▼ -0.2%
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 Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Entergy Corporation Cash Balance Plan for Bargaining Employees, Total assets ($B): 0.024888995 · Participants: 1893Entergy Corporation Cash Balance Plan for Bargaining EmployeesLumen Combined Pension Plan, Total assets ($B): 4.797530185 · Participants: 14232Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.179930453 · Participants: 8484Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.898397273 · Participants: 2853Entergy Corporation Retirement Plan for Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 0.835437782 · Participants: 5676Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan III, Total assets ($B): 0.775644865 · Participants: 71Entergy Corporation Retirement Plan III
Entergy Corporation Cash Balance Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Entergy Corporation Cash Balance Plan for Bargaining Employees side-by-side with 3 peers →

Entergy Corporation Cash Balance Plan for Bargaining Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Santee Print Works Retirement Plan in SC ($25M); by covered participants it is Fca US LLC Consolidated Plan in MI (1,894 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,893 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Cash Balance Plan for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Fca US LLC Consolidated Plan in MI (1,894 participants, $633M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721229752.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.