Defined Benefit (Pension) · DOL Form 5500 · 2024

Nrg Affiliate Services, Inc. Pension Plan

Data updated 2026-08-25

$375M
Total assets Above avg plan size
135
Participants Small participant base
96th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nrg Pension Plan for Bargained Employees · Sponsored by Nrg Affiliate Services, Inc. · New Jersey · Utilities

$375M in assets, 135 participants

Nrg Affiliate Services, Inc.'s Nrg Pension Plan for Bargained Employees reported $375M in total assets and 135 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.

  • #566 in Utilities (732 peers)

Coverage in New Jersey

Nrg Pension Plan for Bargained Employees covers 135 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $375M.

#566
in Utilities (732 peers)
-4.5%
assets change YoY
3.8×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$374,519,286 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 for Bargained Employees 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 for Bargained Employees sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nrg Pension Plan for Bargained Employees reported net income fell from $19M in the plan year 2023 filing to -$18M in the plan year 2024 filing.
  • Nrg Pension Plan for Bargained Employees reported participants fell from 173 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • Nrg Pension Plan for Bargained Employees end-of-year assets fell from $392M in the plan year 2023 filing to $375M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Nrg Pension Plan for Bargained Employees · $375M · 135 · 96th

  • NET $375M
  • BOOK 135
  • VS-ST 96th
  • BOY Defined Benefit (Pension)
  • SCH near Retirement Income Plan of Utica Mutual Insurance Company
  • EBSA ind #566

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

Retirement Income Plan of Utica Mutual Insurance CompanyRetirement Income Plan of Ut…$375MNrg Pension Plan for Bargained EmployeesNrg Pension Plan for Bargain…$375MFmc Technologies, Inc. Employees' Retirement ProgramFmc Technologies, Inc. Emplo…$374MU.a. Local 13 Pension Fund$373MInternational Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension FundInternational Association of…$373M
End-of-year total assets ($M) among Nrg Pension Plan for Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$392M
Net Assets (End of Year)$375M
Net Income-$18M
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): 0.374519286 · Participants: 135Nrg Pension Plan for Bargained EmployeesRetirement 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 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 Retirement Income Plan of Utica Mutual Insurance Company in NY ($375M); by covered participants it is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA (135 participants). Same-state nearby plans are listed separately above.

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 for Bargained Employees assets move in 2024? ▼
Nrg Pension Plan for Bargained Employees edged down modestly - down 4.5% during 2024, from $392M to $375M. Reported net income was -$18M.
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 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 for Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan of Utica Mutual Insurance Company in NY ($375M, 240 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 Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA (135 participants, $41M 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.