Defined Benefit (Pension) · DOL Form 5500 · 2024

Entergy Corporation Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
2,157
Participants Near avg headcount
80th
Percentile by assets National rank
$16,810
Avg per participant Low balance/head
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Official DOL plan name: Entergy Corporation Cash Balance Plan for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities

$36M in assets, 2,157 participants

Entergy Corporation's Entergy Corporation Cash Balance Plan for Bargaining Employees reported $36M in total assets and 2,157 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #329 in Utilities (732 peers)

Coverage in Louisiana

Entergy Corporation Cash Balance Plan for Bargaining Employees covers 2,157 participants in Louisiana, 4.4x the typical Louisiana plan (state average ~495 per filing). Assets: $36M.

#329
in Utilities (732 peers)
+28.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Entergy Corporation Cash Balance Plan for Bargaining Employees's outsized position by total assets

Entergy Corporation Cash Balance Plan for Bargaining Employees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,259,695 Top 20% higher than 80% 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

Entergy Corporation Cash Balance Plan for Bargaining Employees's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Entergy Corporation Cash Balance Plan for Bargaining Employees lands in the large band (2,157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Entergy Corporation Cash Balance Plan for Bargaining Employees reported net income rose from $3M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Entergy Corporation Cash Balance Plan for Bargaining Employees end-of-year assets rose from $28M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Entergy Corporation Cash Balance Plan for Bargaining Employees reported participants rose from 2,069 in the plan year 2023 filing to 2,157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 721229752 · Entergy Corporation PY 2024 · Defined Benefit (Pension)

Entergy Corporation Cash Balance Plan for Bargaining Employees · $36M · 2,157 · 80th

  • IND $36M
  • IND 2,157
  • IND 80th
  • IND Defined Benefit (Pension)
  • IND near Heat & Frost Insulators Local No. 33 Pension Plan
  • IND ind #329

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 Louisiana →

Entergy Corporation Cash Balance Plan for Bargaining Employees in the asset neighbourhood

Heat & Frost Insulators Local No. 33 Pension PlanHeat & Frost Insulators Loca…$36MEntergy Corporation Cash Balance Plan for Bargaining EmployeesEntergy Corporation Cash Bal…$36MHollingsworth & Vose Company Collectively Bargained Pension PlanHollingsworth & Vose Company…$36MAmerican & Efird Employees' Pension PlanAmerican & Efird Employees' …$36MHourly Employees Pension Plan (Multiplant)Hourly Employees Pension Pla…$36M
End-of-year total assets ($M) among Entergy Corporation Cash Balance Plan for Bargaining Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$36M
Net Income$8M
Employer EIN721229752
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Entergy Corporation)

Sponsor-wide plan assets over time

All Entergy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9.0B 0.24371437852751576% vs 2022
2024 filing year
$8.8B$9B$9.2B$9.4B$9.6B 202220232024 $9.06B $9.04B ▼ -0.2%
Year Plans Participants Total Assets
2022 12 26,428 $9.1B
2023 12 24,231 $9.5B
2024 12 26,442 $9.0B

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Entergy Corporation Cash Balance Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Entergy Corporation Cash Balance Plan for Bargaining Employees, Total assets ($B): 0.036259695 · Participants: 2157Entergy Corporation Cash Balance Plan for Bargaining EmployeesLumen Combined Pension Plan, Total assets ($B): 4.334697503 · Participants: 10043Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 1.77009689 · Participants: 6385Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan VI for Non-Bargaining Employees, Total assets ($B): 1.587059648 · Participants: 783Entergy Corporation Retirement Plan VI for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.194963253 · Participants: 6197Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.916099216 · Participants: 2317Entergy Corporation Retirement Plan for Bargaining Employees
Entergy Corporation Cash Balance Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Entergy Corporation Cash Balance Plan for Bargaining Employees side-by-side with 3 peers →

Entergy Corporation Cash Balance Plan for Bargaining Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Heat & Frost Insulators Local No. 33 Pension Plan in CT ($36M); by covered participants it is Plumbers & Pipefitters Local Unions 502 & 633 Pens in MI (2,160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,157 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 Entergy Corporation Cash Balance Plan for Bargaining Employees assets move in 2024? ▼
Entergy Corporation Cash Balance Plan for Bargaining Employees grew sharply - up 28.1% during 2024, from $28M to $36M. Reported net income was $8M.
How have Entergy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Entergy Corporation's sponsor-wide assets declined 0.2%, from $9.1B to $9.0B.
Where does Entergy Corporation Cash Balance Plan for Bargaining Employees rank by assets among Form 5500 filers? ▼
Entergy Corporation Cash Balance Plan for Bargaining Employees ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Entergy Corporation Cash Balance Plan for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heat & Frost Insulators Local No. 33 Pension Plan in CT ($36M, 111 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Cash Balance Plan for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers & Pipefitters Local Unions 502 & 633 Pens in MI (2,160 participants, $623M 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 721229752.

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.