Defined Benefit (Pension) · DOL Form 5500 · 2023

Calpine Corporation Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
26
Participants Small participant base
29th
Percentile by assets National rank
$68,124
Avg per participant Below avg balance/head
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Official DOL plan name: Calpine Corporation Union Employees Pension Plan · Sponsored by Calpine Corporation · Texas · Utilities

$2M in assets, 26 participants

Calpine Corporation's Calpine Corporation Union Employees Pension Plan reported $2M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #63 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Calpine Corporation Union Employees Pension Plan ranks #63 of 721 2023 filers by assets (30314% of the sector average)-$2M for 26 participants.

#63
in Utilities (721 peers)
+15.5%
assets growth YoY

Calpine Corporation Union Employees Pension Plan among the smaller filed plans by assets

Calpine Corporation Union Employees Pension Plan vs every filed plan by assets

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

$1,771,211 29th percentile higher than 29% 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

Calpine Corporation Union Employees Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calpine Corporation Union Employees Pension Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calpine Corporation Union Employees Pension Plan reported net income rose from $192K in the plan year 2022 filing to $237K in the plan year 2023 filing.
  • Calpine Corporation Union Employees Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Calpine Corporation Union Employees Pension Plan reported participants rose from 24 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770212977 · Calpine Corporation PY 2023 · Defined Benefit (Pension)

Calpine Corporation Union Employees Pension Plan · $2M · 26 · 29th

  • EBSA $2M
  • PART 26
  • TYPE 29th
  • NET Defined Benefit (Pension)
  • BOOK near San Diego Ear Head & Neck Surgery Medical Clinic, Inc. Defined Benefit Plan
  • VS-ST ind #63

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 →

Calpine Corporation Union Employees Pension Plan in the asset neighbourhood

Calpine Corporation Union Employees Pension PlanCalpine Corporation Union Em…$2MSan Diego Ear Head & Neck Surgery Medical Clinic, Inc. Defined Benefit PlanSan Diego Ear Head & Neck Su…$2MRobert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension PlanRobert D. Agnoletti, D.D.S.,…$2MRetirement Income Plan for Employees of Armstrong Flooring, Inc.Retirement Income Plan for E…$2MHauser Built Farm & Machine, L.L.C. Defined Benefit PlanHauser Built Farm & Machine,…$2M
End-of-year total assets ($M) among Calpine Corporation Union Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$237K
Employer EIN770212977
Plan Effective Date2014-11-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Calpine Corporation)

Sponsor-wide plan assets over time

All Calpine Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$828M 31.08764870547644% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $632M $828M ▲ +31.1%
Year Plans Participants Total Assets
2022 3 2,280 $632M
2023 3 2,202 $743M
2024 3 2,361 $828M

Nearby Defined Benefit (Pension) Plans in Texas

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

Calpine Corporation Union Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Calpine Corporation Union Employees Pension Plan, Total assets ($B): 0.001771211 · Participants: 26Calpine Corporation Union Employees Pension PlanAT&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
Calpine Corporation Union Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Calpine Corporation Union Employees Pension Plan side-by-side with 3 peers →

Calpine Corporation Union Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is San Diego Ear Head & Neck Surgery Medical Clinic, Inc. Defined Benefit Plan in CA ($2M); by covered participants it is Paulo Products Company Employees' Pension Plan in MO (26 participants). Same-state nearby plans are listed separately above.

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 Calpine Corporation Union Employees Pension Plan assets move in 2023? ▼
Calpine Corporation Union Employees Pension Plan grew sharply - up 15.5% during 2023, from $2M to $2M. Reported net income was $237K.
How have Calpine Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calpine Corporation's sponsor-wide assets grew 31.1%, from $632M to $828M.
Which Defined Benefit (Pension) plans are similar in size to Calpine Corporation Union Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is San Diego Ear Head & Neck Surgery Medical Clinic, Inc. Defined Benefit Plan in CA ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Calpine Corporation Union Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Paulo Products Company Employees' Pension Plan in MO (26 participants, $6M 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 770212977.

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.