Defined Benefit (Pension) · DOL Form 5500 · 2023

Entergy Corporation Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
2,069
Participants Near avg headcount
78th
Percentile by assets National rank
$13,676
Avg per participant Low balance/head
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Official DOL plan name: Entergy Corporation Cash Balance Plan for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities

$28M in assets, 2,069 participants

Entergy Corporation's Entergy Corporation Cash Balance Plan for Bargaining Employees reported $28M in total assets and 2,069 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #300 in Utilities (721 peers)

Coverage in Louisiana

Entergy Corporation Cash Balance Plan for Bargaining Employees covers 2,069 participants in Louisiana, 4.2x the typical Louisiana plan (state average ~495 per filing). Assets: $28M.

#300
in Utilities (721 peers)
+13.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Entergy Corporation Cash Balance Plan for Bargaining Employees's outsized position by total assets

Entergy Corporation Cash Balance Plan for Bargaining Employees vs every filed plan by assets

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

$28,295,574 Top 22% higher than 78% 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 Cash Balance 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 Cash Balance Plan for Bargaining Employees lands in the large band (2,069 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Entergy Corporation Cash Balance Plan for Bargaining Employees end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Entergy Corporation Cash Balance Plan for Bargaining Employees reported participants rose from 1,893 in the plan year 2022 filing to 2,069 in the plan year 2023 filing.
  • Entergy Corporation Cash Balance Plan for Bargaining Employees reported net income fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Entergy Corporation Cash Balance Plan for Bargaining Employees · $28M · 2,069 · 78th

  • BOY $28M
  • SCH 2,069
  • EBSA 78th
  • PART Defined Benefit (Pension)
  • TYPE near Pension Plan for Salaried Ees of the B & C Hb & Pen Fds
  • NET ind #300

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 Cash Balance Plan for Bargaining Employees in the asset neighbourhood

Plasterers' Local 8 Pension FundPlasterers' Local 8 Pension …$28MEntergy Corporation Cash Balance Plan for Bargaining EmployeesEntergy Corporation Cash Bal…$28MPension Plan for Salaried Ees of the B & C Hb & Pen FdsPension Plan for Salaried Ee…$28MRetirement Income Plan for Employees of the Kws Seeds GroupRetirement Income Plan for E…$28MChiesa Shahinian & Giantomasi PC Cash Balance PlanChiesa Shahinian & Giantomas…$28M
End-of-year total assets ($M) among Entergy Corporation Cash Balance Plan for Bargaining Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN721229752
Plan Effective Date2014-07-01
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 Cash Balance Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Entergy Corporation Cash Balance Plan for Bargaining Employees, Total assets ($B): 0.028295574 · Participants: 2069Entergy Corporation Cash Balance Plan for Bargaining EmployeesLumen 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 EmployeesEntergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan III
Entergy Corporation Cash Balance Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Entergy Corporation Cash Balance Plan for Bargaining Employees side-by-side with 3 peers →

Entergy Corporation Cash Balance 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 Pension Plan for Salaried Ees of the B & C Hb & Pen Fds in MD ($28M); by covered participants it is Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 in PA (2,068 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,069 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 Cash Balance Plan for Bargaining Employees assets move in 2023? ▼
Entergy Corporation Cash Balance Plan for Bargaining Employees grew at a solid clip - up 13.7% during 2023, from $25M to $28M. Reported net income was $3M.
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 Cash Balance Plan for Bargaining Employees rank by assets among Form 5500 filers? ▼
Entergy Corporation Cash Balance Plan for Bargaining Employees ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Entergy Corporation Cash Balance Plan for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Salaried Ees of the B & C Hb & Pen Fds in MD ($28M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Cash Balance Plan for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 in PA (2,068 participants, $795M 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.