Defined Benefit (Pension) · DOL Form 5500 · 2022
Entergy Corporation Pension Plan
Data updated 2026-08-11
- $256M
- Total assets
- 272
- Participants
- 96th
- Percentile by assets
- $940,653
- Avg per participant
Official DOL plan name: Entergy Corporation Retirement Plan II for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities
$256M in assets, 272 participants
Entergy Corporation's Entergy Corporation Retirement Plan II for Bargaining Employees reported $256M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #563 in Utilities (738 peers)
Utilities sector rank
Within Utilities, Entergy Corporation Retirement Plan II for Bargaining Employees ranks #563 of 738 2022 filers by assets (210% of the sector average)-$256M for 272 participants.
- $256M
- total plan assets (2022 EOY)
- 272
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $940,653
- avg assets per participant
The plan reported a net loss of $67M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rank #563 in Utilities
Among 738 Utilities plans that filed a Form 5500 for plan year 2022, Entergy Corporation Retirement Plan II for Bargaining Employees ranks #563 by end-of-year assets - about 210% of the sector average of $537M. Nationally it sits in the 96th percentile, a weaker position within its industry than across all filers.
Utilities filing particulars
| Total Assets (Beginning of Year) | $322M |
|---|---|
| Net Assets (End of Year) | $256M |
| Net Income | -$67M |
| Employer EIN | 721229752 |
| Plan Effective Date | 1999-07-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Entergy Corporation)
| 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 II for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
- Lumen Combined Pension Plan $4.8B · 14,232
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $3.2B · 8,484
- Entergy Corporation Retirement Plan for Bargaining Employees $898M · 2,853
- Willis-Knighton Medical Center Employees Retirement Plan $835M · 5,676
- Entergy Corporation Retirement Plan III $776M · 71
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Entergy Corporation Retirement Plan II for Bargaining Employees by total assets, not by location.
- Maryland Electrical Industry Pension Plan (MD) $256M · 1,791
- Major League Baseball - Office Employees Plan (NY) $256M · 594
- Compensation at Retirement Plan (IL) $256M · 2,477
- IBEW Local No. 86 Pension Fund (NY) $255M · 662
Frequently Asked Questions
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How have Entergy Corporation plan assets changed over time? ▼
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Filing takeaways
Ways to act on Entergy Corporation Retirement Plan II for Bargaining Employees's numbers.
- By total assets, Entergy Corporation Retirement Plan II for Bargaining Employees ranks in the top 5% 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