Defined Benefit (Pension) · DOL Form 5500 · 2023

Nrg Affiliate Services, Inc. Pension Plan

Data updated 2026-08-25

$403M
Total assets Above avg plan size
448
Participants Below avg headcount
97th
Percentile by assets National rank
$899,499
Avg per participant High balance/head
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Official DOL plan name: Nrg Pension Plan · Sponsored by Nrg Affiliate Services, Inc. · New Jersey · Utilities

$403M in assets, 448 participants

Nrg Affiliate Services, Inc.'s Nrg Pension Plan reported $403M in total assets and 448 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.

  • #577 in Utilities (721 peers)

Where Nrg Pension Plan sits by assets

Nrg Pension Plan sits in the top 5% of all filed plans by assets, $403M for 448 participants (~$899,499/participant), up 1.1% in 2023.

#577
in Utilities (721 peers)
+1.1%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Nrg Pension Plan's outsized position by total assets

Nrg Pension Plan vs every filed plan by assets

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

$402,975,458 Top 3% higher than 97% 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

Nrg Pension Plan 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. Nrg Pension Plan sits mid-pack in the medium band (448 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nrg Pension Plan reported net income rose from -$255M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Nrg Pension Plan reported participants fell from 566 in the plan year 2022 filing to 448 in the plan year 2023 filing.
  • Nrg Pension Plan end-of-year assets rose from $399M in the plan year 2022 filing to $403M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411960764 · Nrg Affiliate Services, Inc. PY 2023 · Defined Benefit (Pension)

Nrg Pension Plan · $403M · 448 · 97th

  • TYPE $403M
  • NET 448
  • BOOK 97th
  • VS-ST Defined Benefit (Pension)
  • BOY near Silgan Closed Pension Plan
  • SCH ind #577

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 New Jersey →

Nrg Pension Plan in the asset neighbourhood

Albemarle Corporation Pension PlanAlbemarle Corporation Pensio…$405MBuilding Laborers Local 310 Pension FundBuilding Laborers Local 310 …$405MNrg Pension Plan$403MSilgan Closed Pension Plan$402MSw Oh Regional Council of Carpenters Pension PlanSw Oh Regional Council of Ca…$401M
End-of-year total assets ($M) among Nrg Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$399M
Net Assets (End of Year)$403M
Net Income$4M
Employer EIN411960764
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nrg Affiliate Services, Inc.)

Sponsor-wide plan assets over time

All Nrg Affiliate Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.1B 17.967420709446618% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B 202220232024 $2.62B $3.1B ▲ +18.3%
Year Plans Participants Total Assets
2022 4 7,548 $2.6B
2023 4 7,335 $2.9B
2024 4 7,038 $3.1B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Nrg Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Nrg Pension Plan, Total assets ($B): 0.402975458 · Participants: 448Nrg Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Nrg Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Nrg Pension Plan side-by-side with 3 peers →

Nrg Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Silgan Closed Pension Plan in CA ($402M); by covered participants it is Retirement Plan for Employees of Cass Information Systems, Inc. in MO (448 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($403M here).

Similar participant headcount

Nearest other-state filings by covered participants (448 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 Nrg Pension Plan assets move in 2023? ▼
Nrg Pension Plan edged up modestly - up 1.1% during 2023, from $399M to $403M. Reported net income was $4M.
How have Nrg Affiliate Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nrg Affiliate Services, Inc.'s sponsor-wide assets grew 18.0%, from $2.6B to $3.1B.
Where does Nrg Pension Plan rank by assets among Form 5500 filers? ▼
Nrg Pension Plan ranks in the 97th 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 Nrg Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Silgan Closed Pension Plan in CA ($402M, 27 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nrg Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Cass Information Systems, Inc. in MO (448 participants, $87M 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 411960764.

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.