Defined Benefit (Pension) · DOL Form 5500 · 2023

Entergy Corporation Pension Plan

Data updated 2026-08-25

$819M
Total assets Above avg plan size
63
Participants Small participant base
98th
Percentile by assets National rank
$13.0M
Avg per participant High balance/head
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Official DOL plan name: Entergy Corporation Retirement Plan III · Sponsored by Entergy Corporation · Louisiana · Utilities

$819M in assets, 63 participants

Entergy Corporation's Entergy Corporation Retirement Plan III reported $819M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #628 in Utilities (721 peers)

Where Entergy Corporation Retirement Plan III sits by assets

Entergy Corporation Retirement Plan III sits in the top 5% of all filed plans by assets, $819M for 63 participants (~$13.0M/participant), up 5.6% in 2023.

#628
in Utilities (721 peers)
+5.6%
assets growth YoY
8.2×
vs typical plan assets (national mean)

Entergy Corporation Retirement Plan III's outsized position by total assets

Entergy Corporation Retirement Plan III vs every filed plan by assets

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

$819,273,270 Top 2% higher than 98% 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

Entergy Corporation Retirement Plan III among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Entergy Corporation Retirement Plan III is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Entergy Corporation Retirement Plan III reported net income rose from -$221M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Entergy Corporation Retirement Plan III reported participants fell from 71 in the plan year 2022 filing to 63 in the plan year 2023 filing.
  • Entergy Corporation Retirement Plan III end-of-year assets rose from $776M in the plan year 2022 filing to $819M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 721229752 · Entergy Corporation PY 2023 · Defined Benefit (Pension)

Entergy Corporation Retirement Plan III · $819M · 63 · 98th

  • TYPE $819M
  • TYPE 63
  • TYPE 98th
  • TYPE Defined Benefit (Pension)
  • TYPE near Citgo Petroleum Corporation Salaried Employees' Pension Plan
  • TYPE ind #628

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 III in the asset neighbourhood

Ahold USA, Inc. Pension Plan$826MEntergy Corporation Retirement Plan IIIEntergy Corporation Retireme…$819MCitgo Petroleum Corporation Salaried Employees' Pension PlanCitgo Petroleum Corporation …$818MTrane Technologies Pension Plan Number One BTrane Technologies Pension P…$816MNv Energy Retirement Plan$813M
End-of-year total assets ($M) among Entergy Corporation Retirement Plan III and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$776M
Net Assets (End of Year)$819M
Net Income$44M
Employer EIN721229752
Plan Effective Date2000-11-21
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 III vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 012345 Total assets ($B) Participants Entergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan IIILumen Combined Pension Plan, Total assets ($B): 4.759995521 · Participants: 10804Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.116494038 · Participants: 7501Entergy Corporation Retirement Plan for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.057613019 · Participants: 5919Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.903247068 · Participants: 2424Entergy Corporation Retirement Plan for Bargaining EmployeesOchsner Clinic Foundation Retirement Plan, Total assets ($B): 0.446738386 · Participants: 1504Ochsner Clinic Foundation Retirement Plan
Entergy Corporation Retirement Plan III vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Entergy Corporation Retirement Plan III side-by-side with 3 peers →

Entergy Corporation Retirement Plan III's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Citgo Petroleum Corporation Salaried Employees' Pension Plan in TX ($818M); by covered participants it is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($819M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Entergy Corporation Retirement Plan III assets move in 2023? ▼
Entergy Corporation Retirement Plan III grew at a solid clip - up 5.6% during 2023, from $776M to $819M. Reported net income was $44M.
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 III rank by assets among Form 5500 filers? ▼
Entergy Corporation Retirement Plan III ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Entergy Corporation Retirement Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Citgo Petroleum Corporation Salaried Employees' Pension Plan in TX ($818M, 1,913 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Retirement Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants, $264M 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 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.