CLECO CORPORATE HOLDINGS LLC PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
CLECO POWER LLC
This Defined Benefit (Pension) plan holds $423M in total assets and serves 394 participants as of 2023. It is sponsored by CLECO POWER LLC in Louisiana. The plan reported positive net income of $20M for the year.
What the Filing Says About CLECO CORPORATE HOLDINGS LLC PENSION PLAN
CLECO CORPORATE HOLDINGS LLC PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by CLECO POWER LLC, headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $423M in total end-of-year assets and covers 394 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 720244480, and the plan has been effective since 1981-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $402M at the beginning of 2023 to $423M at year-end — a gain of 5.1%. Net assets (after liabilities) closed the year at $422M, with reported net income of $20M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $402M |
| Total Assets (End of Year) | $423M |
| Net Assets (End of Year) | $422M |
| Net Income | $20M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 720244480 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CLECO POWER LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,714 | $797M |
| 2023 | 2 | 1,706 | $874M |
| 2024 | 2 | 1,725 | $890M |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- LUMEN COMBINED PENSION PLAN $4.8B · 10,804
- ENTERGY CORPORATION RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES $3.1B · 7,501
- WILLIS-KNIGHTON MEDICAL CENTER EMPLOYEES RETIREMENT PLAN $1.1B · 5,919
- ENTERGY CORPORATION RETIREMENT PLAN FOR BARGAINING EMPLOYEES $903M · 2,424
- ENTERGY CORPORATION RETIREMENT PLAN III $819M · 63
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the CLECO CORPORATE HOLDINGS LLC PENSION PLAN? ▼
What type of plan is CLECO CORPORATE HOLDINGS LLC PENSION PLAN? ▼
Who sponsors the CLECO CORPORATE HOLDINGS LLC PENSION PLAN? ▼
How did CLECO CORPORATE HOLDINGS LLC PENSION PLAN perform in 2023? ▼
Where can I find official filings for CLECO CORPORATE HOLDINGS LLC PENSION PLAN? ▼
How does CLECO CORPORATE HOLDINGS LLC PENSION PLAN compare to other plans? ▼
Explore PlainRetire
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 720244480.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.