Defined Benefit (Pension) · DOL Form 5500 · 2024
Nrg Affiliate Services, Inc. Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $2.3M
- Avg per participant High balance/head
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
$14M in assets, 6 participants
Nrg Affiliate Services, Inc.'s Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC reported $14M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #223 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC ranks #223 of 732 2024 filers by assets (3904% of the sector average)-$14M for 6 participants.
- #223
- in Utilities (732 peers)
- -36.1%
- assets change YoY
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC's mid-pack asset rank among Utilities and all filers
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 2024 · DOL Form 5500
$13,754,542 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC among micro filed plans by headcount
Plan-year 2024 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 micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC reported net income fell from $3M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC reported participants fell from 91 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC end-of-year assets fell from $22M in the plan year 2023 filing to $14M in the plan year 2024 filing.
DOL schedule card
Filing strip 411960764 · Nrg Affiliate Services, Inc. PY 2024 · Defined Benefit (Pension)
Retirement Plan for Bargaining Unit Employees of Nrg Homer City Services, LLC · $14M · 6 · 63rd
- SCH $14M
- SCH 6
- SCH 63rd
- SCH Defined Benefit (Pension)
- SCH near Moridge Manufacturing, Inc. Employee's Pension Trust
- SCH ind #223
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
Utilities filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$8M |
| Employer EIN | 411960764 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING 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
| 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 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
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 Moridge Manufacturing, Inc. Employee's Pension Trust in KS ($14M); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.