Defined Benefit (Pension) · DOL Form 5500 · 2023

Nrg Affiliate Services, Inc. Pension Plan

Data updated 2026-08-25

$392M
Total assets Above avg plan size
173
Participants Small participant base
97th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Nrg Pension Plan for Bargained Employees · Sponsored by Nrg Affiliate Services, Inc. · New Jersey · Utilities

$392M in assets, 173 participants

Nrg Affiliate Services, Inc.'s Nrg Pension Plan for Bargained Employees reported $392M in total assets and 173 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.

  • #572 in Utilities (721 peers)

Coverage in New Jersey

Nrg Pension Plan for Bargained Employees covers 173 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $392M.

#572
in Utilities (721 peers)
+5.1%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Nrg Pension Plan for Bargained Employees's outsized position by total assets

Nrg Pension Plan for Bargained Employees vs every filed plan by assets

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

$392,033,598 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 for Bargained 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. Nrg Pension Plan for Bargained Employees sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nrg Pension Plan for Bargained Employees reported net income rose from -$214M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Nrg Pension Plan for Bargained Employees reported participants fell from 224 in the plan year 2022 filing to 173 in the plan year 2023 filing.
  • Nrg Pension Plan for Bargained Employees end-of-year assets rose from $373M in the plan year 2022 filing to $392M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Nrg Pension Plan for Bargained Employees · $392M · 173 · 97th

  • VS-ST $392M
  • BOY 173
  • SCH 97th
  • EBSA Defined Benefit (Pension)
  • PART near Mgic Pension Plan
  • TYPE ind #572

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 for Bargained Employees in the asset neighbourhood

Dover Corporation Pension PlanDover Corporation Pension Pl…$393MHawaii Laborers' Pension Trust FundHawaii Laborers' Pension Tru…$392MNrg Pension Plan for Bargained EmployeesNrg Pension Plan for Bargain…$392MMgic Pension Plan$392MRetirement Plan for Employees of Boeing Employees' Credit UnionRetirement Plan for Employee…$392M
End-of-year total assets ($M) among Nrg Pension Plan for Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$373M
Net Assets (End of Year)$392M
Net Income$19M
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 for Bargained Employees vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Nrg Pension Plan for Bargained Employees, Total assets ($B): 0.392033598 · Participants: 173Nrg Pension Plan for Bargained EmployeesRetirement 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 for Bargained Employees vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Nrg Pension Plan for Bargained Employees side-by-side with 3 peers →

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

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Mgic Pension Plan in WI ($392M); by covered participants it is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($392M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 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 for Bargained Employees assets move in 2023? ▼
Nrg Pension Plan for Bargained Employees grew at a solid clip - up 5.1% during 2023, from $373M to $392M. Reported net income was $19M.
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 for Bargained Employees rank by assets among Form 5500 filers? ▼
Nrg Pension Plan for Bargained Employees 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 for Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mgic Pension Plan in WI ($392M, 692 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nrg Pension Plan for Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (173 participants, $8M 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.