Defined Benefit (Pension) · DOL Form 5500 · 2022

Entergy Corporation Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
31
Participants Small participant base
80th
Percentile by assets National rank
$785,884
Avg per participant High balance/head
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Official DOL plan name: Entergy Corporation Retirement Plan IV for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities

$24M in assets, 31 participants

Entergy Corporation's Entergy Corporation Retirement Plan IV for Bargaining Employees reported $24M in total assets and 31 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.

  • #313 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Entergy Corporation Retirement Plan IV for Bargaining Employees ranks #313 of 738 2022 filers by assets (2204% of the sector average)-$24M for 31 participants.

#313
in Utilities (738 peers)
-16.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Entergy Corporation Retirement Plan IV for Bargaining Employees's outsized position by total assets

Entergy Corporation Retirement Plan IV for Bargaining Employees vs every filed plan by assets

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

$24,362,417 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 Retirement Plan IV for Bargaining Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Entergy Corporation Retirement Plan IV for Bargaining Employees is a small filing (31 participants) on this national headcount ladder.

Published 5500 schedule card

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

Entergy Corporation Retirement Plan IV for Bargaining Employees · $24M · 31 · 80th

  • VS-ST $24M
  • BOY 31
  • SCH 80th
  • EBSA Defined Benefit (Pension)
  • PART near Cbc Coating, Inc. Employees' Pension Plan
  • TYPE ind #313

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 Retirement Plan IV for Bargaining Employees in the asset neighbourhood

Cbc Coating, Inc. Employees' Pension PlanCbc Coating, Inc. Employees'…$24MEntergy Corporation Retirement Plan IV for Bargaining EmployeesEntergy Corporation Retireme…$24MGreat Plains Communications LLC & Adopting Affiliates Employees' Pension PlanGreat Plains Communications …$24MTransit Employees Retirement PlanTransit Employees Retirement…$24MGenerations Community Federal Credit Union Retirement Pension PlanGenerations Community Federa…$24M
End-of-year total assets ($M) among Entergy Corporation Retirement Plan IV for Bargaining Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$5M
Employer EIN721229752
Plan Effective Date1971-04-01
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 Retirement Plan IV for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Entergy Corporation Retirement Plan IV for Bargaining Employees, Total assets ($B): 0.024362417 · Participants: 31Entergy Corporation Retirement Plan IV 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 Retirement Plan IV for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Entergy Corporation Retirement Plan IV for Bargaining Employees side-by-side with 3 peers →

Entergy Corporation Retirement Plan IV 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 Cbc Coating, Inc. Employees' Pension Plan in WI ($24M); by covered participants it is Nextier Bank Pension Plan in PA (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Retirement Plan IV for Bargaining Employees assets move in 2022? ▼
Entergy Corporation Retirement Plan IV for Bargaining Employees declined sharply - down 16.9% during 2022, from $29M to $24M. Reported net income was -$5M.
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 Retirement Plan IV for Bargaining Employees rank by assets among Form 5500 filers? ▼
Entergy Corporation Retirement Plan IV 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 Retirement Plan IV for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cbc Coating, Inc. Employees' Pension Plan in WI ($24M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Retirement Plan IV for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nextier Bank Pension Plan in PA (31 participants, $12M 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.