Defined Benefit (Pension) · DOL Form 5500 · 2023

Entergy Corporation Pension Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
25
Participants Small participant base
77th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Entergy Corporation Retirement Plan IV for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities

$25M in assets, 25 participants

Entergy Corporation's Entergy Corporation Retirement Plan IV for Bargaining Employees reported $25M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #285 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Entergy Corporation Retirement Plan IV for Bargaining Employees ranks #285 of 721 2023 filers by assets (2106% of the sector average)-$25M for 25 participants.

#285
in Utilities (721 peers)
+4.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Entergy Corporation Retirement Plan IV for Bargaining Employees's outsized position by total assets

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

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

$25,491,552 Top 23% higher than 77% 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 IV for Bargaining Employees 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 IV for Bargaining Employees is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Entergy Corporation Retirement Plan IV for Bargaining Employees reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Entergy Corporation Retirement Plan IV for Bargaining Employees reported participants fell from 31 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Entergy Corporation Retirement Plan IV for Bargaining Employees end-of-year assets rose from $24M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Entergy Corporation Retirement Plan IV for Bargaining Employees · $25M · 25 · 77th

  • PART $25M
  • TYPE 25
  • NET 77th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Novus International, Inc. Employees Pension Plan
  • BOY ind #285

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 IV for Bargaining Employees in the asset neighbourhood

Novus International, Inc. Employees Pension PlanNovus International, Inc. Em…$26MNoble Services Company LLC Hourly Employees' Retirement PlanNoble Services Company LLC H…$26MEntergy Corporation Retirement Plan IV for Bargaining EmployeesEntergy Corporation Retireme…$25MRetirement Plan for Employees of Southampton Hospital AssociationRetirement Plan for Employee…$25MGroup Pension Plan for Ees of Springer ScienceGroup Pension Plan for Ees o…$25M
End-of-year total assets ($M) among Entergy Corporation Retirement Plan IV for Bargaining Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN721229752
Plan Effective Date1971-04-01
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 Retirement Plan IV for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Entergy Corporation Retirement Plan IV for Bargaining Employees, Total assets ($B): 0.025491552 · Participants: 25Entergy Corporation Retirement Plan IV 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 Retirement Plan IV for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Entergy Corporation Retirement Plan IV for Bargaining Employees side-by-side with 3 peers →

Entergy Corporation Retirement Plan IV 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 Novus International, Inc. Employees Pension Plan in MO ($26M); by covered participants it is Whittaker Corporation Employees' Pension Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 IV for Bargaining Employees assets move in 2023? ▼
Entergy Corporation Retirement Plan IV for Bargaining Employees edged up modestly - up 4.6% during 2023, from $24M to $25M. Reported net income was $1M.
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 IV for Bargaining Employees rank by assets among Form 5500 filers? ▼
Entergy Corporation Retirement Plan IV for Bargaining Employees ranks in the 77th 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 Retirement Plan IV for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Novus International, Inc. Employees Pension Plan in MO ($26M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Retirement Plan IV for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Whittaker Corporation Employees' Pension Plan in CA (25 participants, N/A 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.