Defined Benefit (Pension) · DOL Form 5500 · 2024
Nrg Affiliate Services, Inc. Pension Plan
Data updated 2026-08-11
- $381M
- Total assets
- 421
- Participants
- 96th
- Percentile by assets
- $905,842
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $381M
- total plan assets (2024 EOY)
- 421
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $905,842
- avg assets per participant
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.
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Nrg Pension Plan reports 421 participants - about 50% of that state average ($381M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $403M |
|---|---|
| Net Assets (End of Year) | $381M |
| Net Income | -$22M |
| Employer EIN | 411960764 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nrg Affiliate Services, Inc.)
| 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
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Nrg Pension Plan by total assets, not by location.
- Nalc Annuity Trust Fund (VA) $382M · 565
- Retirement Plan for Employees of Boeing Employees' Credit Union (WA) $382M · 2,549
- Retirement Income Plan for Employees of Armstrong World Industries Inc (PA) $382M · 641
- Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan (OH) $381M · 1,545
Frequently Asked Questions
How did Nrg Pension Plan assets move in 2024? ▼
How have Nrg Affiliate Services, Inc. plan assets changed over time? ▼
Where does Nrg Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Nrg Pension Plan? ▼
Next read for Nrg Pension Plan
Filing takeaways
Ways to act on Nrg Pension Plan's numbers.
- By total assets, Nrg Pension Plan 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 New Jersey. Compare plans
- Nrg Affiliate Services, Inc.'s sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Utilities plans