Defined Benefit (Pension) · DOL Form 5500 · 2022

Entergy Corporation Pension Plan

Data updated 2026-08-25

$898M
Total assets Above avg plan size
2,853
Participants Above avg headcount
99th
Percentile by assets National rank
$314,896
Avg per participant High balance/head
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Official DOL plan name: Entergy Corporation Retirement Plan for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities

$898M in assets, 2,853 participants

Entergy Corporation's Entergy Corporation Retirement Plan for Bargaining Employees reported $898M in total assets and 2,853 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #655 in Utilities (738 peers)

Coverage in Louisiana

Entergy Corporation Retirement Plan for Bargaining Employees covers 2,853 participants in Louisiana, 5.8x the typical Louisiana plan (state average ~495 per filing). Assets: $898M.

#655
in Utilities (738 peers)
-27.4%
assets change YoY
9.0×
vs typical plan assets (national mean)

The plan reported a net loss of $340M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$898,397,273 Top 1% higher than 99% 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 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 Retirement Plan for Bargaining Employees lands in the large band (2,853 participants).

DOL schedule card

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

Entergy Corporation Retirement Plan for Bargaining Employees · $898M · 2,853 · 99th

  • PART $898M
  • TYPE 2,853
  • NET 99th
  • BOOK Defined Benefit (Pension)
  • VS-ST near First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan
  • BOY ind #655

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 for Bargaining Employees in the asset neighbourhood

Unicare Retirement Plan$901MLehigh Hanson Pension Plan$899MEntergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retireme…$898MFirst-Citizens Bank & Trust Company and Adopting Related Employers Pension PlanFirst-Citizens Bank & Trust …$897MLand O'lakes, Inc. Employee Retirement PlanLand O'lakes, Inc. Employee …$896M
End-of-year total assets ($M) among Entergy Corporation Retirement 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)$1.2B
Net Assets (End of Year)$898M
Net Income-$340M
Employer EIN721229752
Plan Effective Date1996-01-01
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 for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0123456 Total assets ($B) Participants Entergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.898397273 · Participants: 2853Entergy Corporation Retirement 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 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 IIIOchsner Clinic Foundation Retirement Plan, Total assets ($B): 0.43230484 · Participants: 1614Ochsner Clinic Foundation Retirement Plan
Entergy Corporation Retirement Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Entergy Corporation Retirement Plan for Bargaining Employees side-by-side with 3 peers →

Entergy Corporation Retirement 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 First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan in NC ($897M); by covered participants it is Cement Masons Pension Trust Fund for Northern California in CA (2,854 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($898M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,853 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 for Bargaining Employees assets move in 2022? ▼
Entergy Corporation Retirement Plan for Bargaining Employees declined sharply - down 27.4% during 2022, from $1.2B to $898M. Reported net income was -$340M.
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 for Bargaining Employees rank by assets among Form 5500 filers? ▼
Entergy Corporation Retirement Plan for Bargaining Employees ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Entergy Corporation Retirement Plan for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan in NC ($897M, 1,125 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Retirement Plan for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cement Masons Pension Trust Fund for Northern California in CA (2,854 participants, $637M 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.