Defined Benefit (Pension) · DOL Form 5500 · 2023
Entergy Corporation Pension Plan
Data updated 2026-08-25
- $269M
- Total assets Near avg plan size
- 137
- Participants Small participant base
- 96th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
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.
- #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.
- #542
- in Utilities (721 peers)
- +5.0%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Entergy Corporation Retirement Plan II for Bargaining Employees's outsized position 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 among mid-size 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 II for Bargaining Employees sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
EBSA filing schedule strip
Filing strip 721229752 · Entergy Corporation PY 2023 · Defined Benefit (Pension)
Entergy Corporation Retirement Plan II for Bargaining Employees · $269M · 137 · 96th
- SCH $269M
- EBSA 137
- PART 96th
- TYPE Defined Benefit (Pension)
- NET near Oakwood Healthcare, Inc. Cash Balance Plan
- BOOK ind #542
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 II for Bargaining Employees in the asset neighbourhood
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)
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 for Bargaining Employees $903M · 2,424
- Entergy Corporation Retirement Plan III $819M · 63
Entergy Corporation Retirement Plan II 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 Oakwood Healthcare, Inc. Cash Balance Plan in MI ($269M); by covered participants it is Wcirb of California Retirement Plan in CA (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($269M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Wcirb of California Retirement Plan (CA) 137 · 0 off
- Commonwealth Credit Union Pension Plan (KY) 137 · 0 off
- York International Corporation Pension Plan Number Fifteen (WI) 137 · 0 off
- Haworth Hourly Pension Plan (MI) 137 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.