Defined Benefit (Pension) · DOL Form 5500 · 2023

Genon Services, LLC Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
88
Participants Small participant base
62nd
Percentile by assets National rank
$132,654
Avg per participant Near avg balance/head
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Official DOL plan name: Genon Pension Plan for Bargained Employees · Sponsored by Genon Services, LLC · Texas · Utilities

$12M in assets, 88 participants

Genon Services, LLC's Genon Pension Plan for Bargained Employees reported $12M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #194 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Genon Pension Plan for Bargained Employees ranks #194 of 721 2023 filers by assets (4599% of the sector average)-$12M for 88 participants.

#194
in Utilities (721 peers)
+39.7%
assets growth YoY

Genon Pension Plan for Bargained Employees's mid-pack asset rank among Utilities and all filers

Genon Pension Plan for Bargained Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,673,586 Top 38% higher than 62% of 127,068 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 2023

Genon Pension Plan for Bargained Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Genon Pension Plan for Bargained Employees is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Genon Pension Plan for Bargained Employees reported net income rose from -$848K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Genon Pension Plan for Bargained Employees reported participants fell from 150 in the plan year 2022 filing to 88 in the plan year 2023 filing.
  • Genon Pension Plan for Bargained Employees end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 562368220 · Genon Services, LLC PY 2023 · Defined Benefit (Pension)

Genon Pension Plan for Bargained Employees · $12M · 88 · 62nd

  • SCH $12M
  • SCH 88
  • SCH 62nd
  • SCH Defined Benefit (Pension)
  • SCH near Barasch & Mcgarry, PC Cash Balance Plan
  • SCH ind #194

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 Texas →

Genon Pension Plan for Bargained Employees in the asset neighbourhood

Barasch & Mcgarry, PC Cash Balance PlanBarasch & Mcgarry, PC Cash B…$12MA-C Electric Company Retirement PlanA-C Electric Company Retirem…$12MGenon Pension Plan for Bargained EmployeesGenon Pension Plan for Barga…$12MSouthern Star Retirement Plan (Union)Southern Star Retirement Pla…$12MWhitney Museum of American Art Retirement PlanWhitney Museum of American A…$12M
End-of-year total assets ($M) among Genon Pension Plan for Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN562368220
Plan Effective Date2018-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Genon Services, LLC)

Sponsor-wide plan assets over time

All Genon Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$162M 22.30146388731858% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $208M $162M ▼ -22.3%
Year Plans Participants Total Assets
2022 2 583 $208M
2023 2 324 $200M
2024 3 114 $162M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Genon Pension Plan for Bargained Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Genon Pension Plan for Bargained Employees, Total assets ($B): 0.011673586 · Participants: 88Genon Pension Plan for Bargained EmployeesAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Genon Pension Plan for Bargained Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Genon Pension Plan for Bargained Employees side-by-side with 3 peers →

Genon Pension Plan for Bargained Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Barasch & Mcgarry, PC Cash Balance Plan in NY ($12M); by covered participants it is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Genon Pension Plan for Bargained Employees assets move in 2023? ▼
Genon Pension Plan for Bargained Employees surged - up 39.7% during 2023, from $8M to $12M. Reported net income was $3M.
How have Genon Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Genon Services, LLC's sponsor-wide assets declined 22.3%, from $208M to $162M.
Which Defined Benefit (Pension) plans are similar in size to Genon Pension Plan for Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Barasch & Mcgarry, PC Cash Balance Plan in NY ($12M, 125 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Genon Pension Plan for Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562368220.

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.