Defined Benefit (Pension) · DOL Form 5500 · 2024

Nrg Affiliate Services, Inc. Pension Plan

Data updated 2026-08-25

$381M
Total assets Above avg plan size
421
Participants Below avg headcount
96th
Percentile by assets National rank
$905,842
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

$381M in assets, 421 participants

Nrg Affiliate Services, Inc.'s Nrg Pension Plan reported $381M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #569 in Utilities (732 peers)

Coverage in New Jersey

Nrg Pension Plan covers 421 participants in New Jersey, about 50% of the average New Jersey filer (state average ~844 per filing). Assets: $381M.

#569
in Utilities (732 peers)
-5.4%
assets change YoY
3.8×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$381,359,362 Top 4% higher than 96% of 123,620 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 2024

Nrg Pension Plan among mid-size filed plans by headcount

Plan-year 2024 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 (421 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nrg Pension Plan reported net income fell from $4M in the plan year 2023 filing to -$22M in the plan year 2024 filing.
  • Nrg Pension Plan reported participants fell from 448 in the plan year 2023 filing to 421 in the plan year 2024 filing.
  • Nrg Pension Plan end-of-year assets fell from $403M in the plan year 2023 filing to $381M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411960764 · Nrg Affiliate Services, Inc. PY 2024 · Defined Benefit (Pension)

Nrg Pension Plan · $381M · 421 · 96th

  • BOOK $381M
  • BOOK 421
  • BOOK 96th
  • BOOK Defined Benefit (Pension)
  • BOOK near Nalc Annuity Trust Fund
  • BOOK ind #569

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

Retirement Income Plan for Employees of Armstrong World Industries IncRetirement Income Plan for E…$382MRetirement Plan for Employees of Boeing Employees' Credit UnionRetirement Plan for Employee…$382MNalc Annuity Trust Fund$382MNrg Pension Plan$381MPlumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension PlanPlumbers Pipe Fitters & Mech…$381M
End-of-year total assets ($M) among Nrg Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$403M
Net Assets (End of Year)$381M
Net Income-$22M
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): 0.381359362 · Participants: 421Nrg Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
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 Nalc Annuity Trust Fund in VA ($382M); by covered participants it is Tribal Casino Gaming Enterprise Retirement Plan in NC (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (421 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Nrg Pension Plan pulled back noticeably - down 5.4% during 2024, from $403M to $381M. Reported net income was -$22M.
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 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Nalc Annuity Trust Fund in VA ($382M, 565 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 Tribal Casino Gaming Enterprise Retirement Plan in NC (421 participants, $152M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.