Defined Benefit (Pension) · DOL Form 5500 · 2023
Entergy Corporation Pension Plan
Data updated 2026-07-24
- $422M
- Total assets
- 223
- Participants
- 97th
- Percentile by assets
- $1.9M
- Avg per participant
Official DOL plan name: Entergy Corporation Retirement Plan II for Non-Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities
$422M in assets, 223 participants
Entergy Corporation's Entergy Corporation Retirement Plan II for Non-Bargaining Employees reported $422M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 126,618 plans)
What the 2023 filing shows
Entergy Corporation Retirement Plan II for Non-Bargaining Employees holds $422M for 223 participants - about $1.9M per participant, in the top 5% of all filed plans by assets, up 2.6% over the 2023 plan year.
- $422M
- total plan assets (2023 EOY)
- 223
- covered participants
- 97th
- percentile by assets (of 126,618 plans)
- $1.9M
- avg assets per participant
Defined Benefit (Pension) · DOL Form 5500 · 2023
What the Filing Says About Entergy Corporation Retirement Plan II for Non-Bargaining Employees
Entergy Corporation Retirement Plan II for Non-Bargaining Employees is a Defined Benefit (Pension) retirement plan sponsored by Entergy Corporation, headquartered in Louisiana. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $422M in total end-of-year assets and covers 223 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 721229752, and the plan has been effective since 1999-07-14. Its filing status is currently FILING RECEIVED.
Year over year, total assets edged up modestly from $411M at the beginning of 2023 to $422M at year-end - up 2.6%. Net assets (after liabilities) closed the year at $422M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Entergy Corporation has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $9.1B to $9.0B, a decline of 0.2%, while reported participants moved from 26,428 to 26,442 (+0.1%). The strongest year on file by total sponsor assets was 2023 at $9.5B; the softest was 2024 at $9.0B. Year-by-year, sponsor-wide filings show: 2022 - $9.1B in assets across 12 plans covering 26,428 participants; 2023 - $9.5B in assets across 12 plans covering 24,231 participants; 2024 - $9.0B in assets across 12 plans covering 26,442 participants.
By assets, Entergy Corporation Retirement Plan II for Non-Bargaining Employees outranks 97% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.2x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Entergy Corporation Retirement Plan II for Non-Bargaining Employees against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $411M |
|---|---|
| Total Assets (End of Year) | $422M |
| Net Assets (End of Year) | $422M |
| Net Income | $11M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 721229752 |
| Plan Effective Date | 1999-07-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Entergy Corporation)
| 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 Non-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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Entergy Corporation Retirement Plan II for Non-Bargaining Employees by total assets, not by location.
- Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees (MN) $422M · 182
- Abbvie Pension Plan for Former Basf and Former Solvay Employees (IL) $422M · 470
- International Longshoremen's Association AFL-CIO Employers Pension Fund (FL) $422M · 1,603
- Integris Health, Inc. Retirement Plan a (OK) $423M · 1,145
Frequently Asked Questions
How much money is in the Entergy Corporation Retirement Plan II for Non-Bargaining Employees? ▼
What type of plan is Entergy Corporation Retirement Plan II for Non-Bargaining Employees? ▼
Who sponsors the Entergy Corporation Retirement Plan II for Non-Bargaining Employees? ▼
How did Entergy Corporation Retirement Plan II for Non-Bargaining Employees perform in 2023? ▼
What this filing means
Ways to act on Entergy Corporation Retirement Plan II for Non-Bargaining Employees's numbers.
- By total assets, Entergy Corporation Retirement Plan II for Non-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
- A Defined Benefit (Pension) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.