Defined Benefit (Pension) · DOL Form 5500 · 2023

Entergy Corporation Pension Plan

Data updated 2026-08-11

$269M
Total assets: 137
Participants: 96th
Percentile by assets: $2.0M
Avg per participant

Official DOL plan name: Entergy Corporation Retirement Plan II for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities

$269M in assets, 137 participants

Entergy Corporation's Entergy Corporation Retirement Plan II for Bargaining Employees reported $269M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#542 in Utilities (721 peers)

Coverage in Louisiana

Entergy Corporation Retirement Plan II for Bargaining Employees covers 137 participants in Louisiana, about 28% of the average Louisiana filer (state average ~495 per filing). Assets: $269M.

$269M
total plan assets (2023 EOY): 137
covered participants: 96th
percentile by assets (of 127,072 plans): $2.0M
avg assets per participant

Where Entergy Corporation Retirement Plan II for Bargaining Employees sits by total assets

Entergy Corporation Retirement Plan II for Bargaining Employees vs every filed plan by assets

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

$268,757,388 Top 4% higher than 96% 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 II for Bargaining Employees reported net income rose from -$67M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Entergy Corporation Retirement Plan II for Bargaining Employees reported participants fell from 272 in the plan year 2022 filing to 137 in the plan year 2023 filing.
Entergy Corporation Retirement Plan II for Bargaining Employees end-of-year assets rose from $256M in the plan year 2022 filing to $269M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Louisiana

Industry

Utilities

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Entergy Corporation Retirement Plan II for Bargaining Employees reports 137 participants - about 28% of that state average ($269M EOY assets).

Louisiana filing particulars

Total Assets (Beginning of Year)	$256M
Net Assets (End of Year)	$269M
Net Income	$13M
Employer EIN	721229752
Plan Effective Date	1999-07-14
Filing Status	FILING RECEIVED

Sponsor Plan History (Entergy Corporation)

Total plan assets by year, all Entergy Corporation plans on file

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 II for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants

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

Compare Entergy Corporation Retirement Plan II f… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Entergy Corporation Retirement Plan II for Bargaining Employees by total assets, not by location.

Oakwood Healthcare, Inc. Cash Balance Plan (MI) $269M · 2,052
Alaska Airlines, Inc., Retirement Plan for Mechanics & Related Crafts Employees (WA) $269M · 557
Panasonic Pension Plan (NJ) $269M · 209
Jacobs Consolidated Pension Plan (TX) $269M · 733

Frequently Asked Questions

How did Entergy Corporation Retirement Plan II for Bargaining Employees assets move in 2023? ▼

Entergy Corporation Retirement Plan II for Bargaining Employees grew at a solid clip - up 5.0% during 2023, from $256M to $269M. Reported net income was $13M.

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 II for Bargaining Employees rank by assets among Form 5500 filers? ▼

Entergy Corporation Retirement Plan II for Bargaining Employees ranks in the 96th 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 II for Bargaining Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Oakwood Healthcare, Inc. Cash Balance Plan in MI ($269M, 2,052 participants).

Next read for Entergy Corporation Retirement Plan II f…

Filing takeaways

Ways to act on Entergy Corporation Retirement Plan II for Bargaining Employees's numbers.

By total assets, Entergy Corporation Retirement Plan II for Bargaining Employees ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Louisiana. Compare plans
Entergy Corporation's sponsor-wide assets have declined 0.2% since 2022 across 3 plan years on file. More Utilities plans

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.