Defined Benefit (Pension) · DOL Form 5500 · 2023

Nrg Affiliate Services, Inc. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
91
Participants Small participant base
74th
Percentile by assets National rank
$236,519
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC · Sponsored by Nrg Affiliate Services, Inc. · New Jersey · Utilities

$22M in assets, 91 participants

Nrg Affiliate Services, Inc.'s Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC reported $22M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #260 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC ranks #260 of 721 2023 filers by assets (2495% of the sector average)-$22M for 91 participants.

#260
in Utilities (721 peers)
+13.5%
assets growth YoY

Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC's outsized position by total assets

Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC vs every filed plan by assets

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

$21,523,223 Top 26% higher than 74% 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

Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC reported participants fell from 97 in the plan year 2022 filing to 91 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)

Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC · $22M · 91 · 74th

  • 5500 $22M
  • 5500 91
  • 5500 74th
  • 5500 Defined Benefit (Pension)
  • 5500 near Satco Products, Inc. Defined Benefit Plan
  • 5500 ind #260

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 →

Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC in the asset neighbourhood

State Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and TrustState Employees Credit Union…$22MAxia Inc. Retirement Plan$22MRetirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLCRetirement Plan for Bargaini…$22MSatco Products, Inc. Defined Benefit PlanSatco Products, Inc. Defined…$22MHebrew Home for the Aged at Riverdale Retirement Income PlanHebrew Home for the Aged at …$22M
End-of-year total assets ($M) among Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN411960764
Plan Effective Date2013-01-01
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.

Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC, Total assets ($B): 0.021523223 · Participants: 91Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLCRetirement 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
Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC side-by-side with 3 peers →

Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Satco Products, Inc. Defined Benefit Plan in NY ($22M); by covered participants it is Star One Credit Union Retirement Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC assets move in 2023? ▼
Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC grew at a solid clip - up 13.5% during 2023, from $19M to $22M. Reported net income was $3M.
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.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Satco Products, Inc. Defined Benefit Plan in NY ($22M, 59 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Star One Credit Union Retirement Plan in CA (91 participants, $72M 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.