Defined Benefit (Pension) · DOL Form 5500 · 2022

Entergy Corporation Pension Plan

Data updated 2026-08-25

$256M
Total assets Near avg plan size
272
Participants Below avg headcount
96th
Percentile by assets National rank
$940,653
Avg per participant High balance/head
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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.

  • #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.

#563
in Utilities (738 peers)
-20.6%
assets change YoY
2.6×
vs typical plan assets (national mean)

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.

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

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

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

$255,857,589 Top 4% higher than 96% 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 II for Bargaining Employees among mid-size 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 II for Bargaining Employees sits mid-pack in the medium band (272 participants).

Form 5500 schedule snapshot

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

Entergy Corporation Retirement Plan II for Bargaining Employees · $256M · 272 · 96th

  • PART $256M
  • PART 272
  • PART 96th
  • PART Defined Benefit (Pension)
  • PART near Maryland Electrical Industry Pension Plan
  • PART ind #563

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 II for Bargaining Employees in the asset neighbourhood

Major League Baseball - Office Employees PlanMajor League Baseball - Offi…$256MCompensation at Retirement PlanCompensation at Retirement P…$256MEntergy Corporation Retirement Plan II for Bargaining EmployeesEntergy Corporation Retireme…$256MMaryland Electrical Industry Pension PlanMaryland Electrical Industry…$256MIBEW Local No. 86 Pension FundIBEW Local No. 86 Pension Fu…$255M
End-of-year total assets ($M) among Entergy Corporation Retirement Plan II 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)$322M
Net Assets (End of Year)$256M
Net Income-$67M
Employer EIN721229752
Plan Effective Date1999-07-14
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 II for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0123456 Total assets ($B) Participants Entergy Corporation Retirement Plan II for Bargaining Employees, Total assets ($B): 0.255857589 · Participants: 272Entergy Corporation Retirement Plan II 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 II for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Entergy Corporation Retirement Plan II for Bargaining Employees side-by-side with 3 peers →

Entergy Corporation Retirement Plan II 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 Maryland Electrical Industry Pension Plan in MD ($256M); by covered participants it is Momentive Technologies Pension Plan in OH (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($256M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 II for Bargaining Employees assets move in 2022? ▼
Entergy Corporation Retirement Plan II for Bargaining Employees declined sharply - down 20.6% during 2022, from $322M to $256M. Reported net income was -$67M.
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 II for Bargaining Employees rank by assets among Form 5500 filers? ▼
Entergy Corporation Retirement Plan II for Bargaining Employees ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Entergy Corporation Retirement Plan II for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Maryland Electrical Industry Pension Plan in MD ($256M, 1,791 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Retirement Plan II for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Momentive Technologies Pension Plan in OH (272 participants, $36M 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.