Defined Benefit (Pension) · DOL Form 5500 · 2024

Nrg Affiliate Services, Inc. Pension Plan

Data updated 2026-08-06

$375M
Total assets: 135
Participants: 96th
Percentile by assets: $2.8M
Avg per participant

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.

96th percentile by assets (of 116,472 plans)

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 ~865 per filing). Assets: $375M.

$375M
total plan assets (2024 EOY): 135
covered participants: 96th
percentile by assets (of 116,472 plans): $2.8M
avg assets per participant

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 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 →

State

New Jersey

Industry

Utilities

Participants vs New Jersey filers

In New Jersey, the average filing covers about 865 participants across 3,927 plans. Nrg Pension Plan for Bargained Employees reports 135 participants - about 16% of that state average ($375M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$392M
Net Assets (End of Year)	$375M
Net Income	-$18M
Employer EIN	411960764
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Nrg Affiliate Services, Inc.)

Total plan assets by year, all Nrg Affiliate Services, Inc. plans on file

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

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

Compare Nrg Pension Plan for Bargained Employees side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Nrg Pension Plan for Bargained Employees by total assets, not by location.

Retirement Income Plan of Utica Mutual Insurance Company (NY) $375M · 240
Fmc Technologies, Inc. Employees' Retirement Program (TX) $374M · 340
U.a. Local 13 Pension Fund (NY) $373M · 554
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund (MO) $373M · 1,337

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 116,472 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).

Next read for Nrg Pension Plan for Bargained Employees

Filing takeaways

Ways to act on Nrg Pension Plan for Bargained Employees's numbers.

By total assets, Nrg Pension Plan for Bargained Employees 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

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.