Defined Benefit (Pension) · DOL Form 5500 · 2023
Entergy Corporation Pension Plan
Data updated 2026-08-25
- $903M
- Total assets Above avg plan size
- 2,424
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $372,627
- Avg per participant High balance/head
Official DOL plan name: Entergy Corporation Retirement Plan for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities
$903M in assets, 2,424 participants
Entergy Corporation's Entergy Corporation Retirement Plan for Bargaining Employees reported $903M in total assets and 2,424 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.
- #635 in Utilities (721 peers)
Coverage in Louisiana
Entergy Corporation Retirement Plan for Bargaining Employees covers 2,424 participants in Louisiana, 4.9x the typical Louisiana plan (state average ~495 per filing). Assets: $903M.
- #635
- in Utilities (721 peers)
- +0.5%
- assets growth YoY
- 9.1×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$903,247,068 Top 2% higher than 98% of 127,068 filed plans
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 for Bargaining Employees's large-plan peer group by participant headcount
Plan-year 2023 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 (2,424 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Entergy Corporation Retirement Plan for Bargaining Employees reported net income rose from -$340M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Entergy Corporation Retirement Plan for Bargaining Employees reported participants fell from 2,853 in the plan year 2022 filing to 2,424 in the plan year 2023 filing.
- Entergy Corporation Retirement Plan for Bargaining Employees end-of-year assets rose from $898M in the plan year 2022 filing to $903M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 721229752 · Entergy Corporation PY 2023 · Defined Benefit (Pension)
Entergy Corporation Retirement Plan for Bargaining Employees · $903M · 2,424 · 98th
- PCT $903M
- EIN 2,424
- RANK 98th
- PHOTO Defined Benefit (Pension)
- IND near Pipefitters Union Local No. 537 Pension Fund
- EOY ind #635
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
Louisiana filing particulars
| Total Assets (Beginning of Year) | $898M |
|---|---|
| Net Assets (End of Year) | $903M |
| Net Income | $5M |
| Employer EIN | 721229752 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING 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
| 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.
- 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 III $819M · 63
- Ochsner Clinic Foundation Retirement Plan $447M · 1,504
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 Pipefitters Union Local No. 537 Pension Fund in MA ($902M); by covered participants it is Connecticut Laborers' Pension Plan in CT (2,423 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($903M here).
- Pipefitters Union Local No. 537 Pension Fund (MA) $902M · 2,202
- Goldman Sachs Employees' Pension Plan (NY) $905M · 1,387
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust (MA) $907M · 2,901
- U.a. Local No. 393 Defined Benefit Pension Plan (CA) $899M · 1,988
Similar participant headcount
Nearest other-state filings by covered participants (2,424 participants); asset peers above are excluded.
- Connecticut Laborers' Pension Plan (CT) 2,423 · 1 off
- Milwaukee Drivers Pension Plan (WI) 2,422 · 2 off
- Shands Healthcare Pension Plan II (FL) 2,422 · 2 off
- Christiana Care Health Services, Inc. Retirement Plan (DE) 2,416 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.