Defined Benefit (Pension) · DOL Form 5500 · 2024

Entergy Corporation Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
24
Participants Small participant base
46th
Percentile by assets National rank
$262,049
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Entergy Corporation Retirement Plan IV for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities

$6M in assets, 24 participants

Entergy Corporation's Entergy Corporation Retirement Plan IV for Bargaining Employees reported $6M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #133 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Entergy Corporation Retirement Plan IV for Bargaining Employees ranks #133 of 732 2024 filers by assets (8537% of the sector average)-$6M for 24 participants.

#133
in Utilities (732 peers)
-75.3%
assets change YoY

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Entergy Corporation Retirement Plan IV for Bargaining Employees's mid-pack asset rank among Utilities and all filers

Entergy Corporation Retirement Plan IV for Bargaining Employees vs every filed plan by assets

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

$6,289,164 46th percentile higher than 46% 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 Retirement Plan IV for Bargaining Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Entergy Corporation Retirement Plan IV for Bargaining Employees is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Entergy Corporation Retirement Plan IV for Bargaining Employees reported net income fell from $1M in the plan year 2023 filing to -$19M in the plan year 2024 filing.
  • Entergy Corporation Retirement Plan IV for Bargaining Employees end-of-year assets fell from $25M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Entergy Corporation Retirement Plan IV for Bargaining Employees reported participants fell from 25 in the plan year 2023 filing to 24 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 Retirement Plan IV for Bargaining Employees · $6M · 24 · 46th

  • BOOK $6M
  • BOOK 24
  • BOOK 46th
  • BOOK Defined Benefit (Pension)
  • BOOK near The Webster Apartments Pension Plan
  • BOOK ind #133

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 Retirement Plan IV for Bargaining Employees in the asset neighbourhood

Banctexas Group Inc. and Subsidiaries Employees Retirement PlanBanctexas Group Inc. and Sub…$6MEntergy Corporation Retirement Plan IV for Bargaining EmployeesEntergy Corporation Retireme…$6MThe Webster Apartments Pension PlanThe Webster Apartments Pensi…$6MPension Plan for the Employees of Local 3 UnionPension Plan for the Employe…$6MSouthern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension PlanSouthern Ca. Oral & Maxillof…$6M
End-of-year total assets ($M) among Entergy Corporation Retirement Plan IV for Bargaining Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$6M
Net Income-$19M
Employer EIN721229752
Plan Effective Date1971-04-01
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 Retirement Plan IV for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Entergy Corporation Retirement Plan IV for Bargaining Employees, Total assets ($B): 0.006289164 · Participants: 24Entergy Corporation Retirement Plan IV 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 Retirement Plan IV for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Entergy Corporation Retirement Plan IV for Bargaining Employees side-by-side with 3 peers →

Entergy Corporation Retirement Plan IV 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 The Webster Apartments Pension Plan in NY ($6M); by covered participants it is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Retirement Plan IV for Bargaining Employees assets move in 2024? ▼
Entergy Corporation Retirement Plan IV for Bargaining Employees contracted severely - down 75.3% during 2024, from $25M to $6M. Reported net income was -$19M.
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.
Which Defined Benefit (Pension) plans are similar in size to Entergy Corporation Retirement Plan IV for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Webster Apartments Pension Plan in NY ($6M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Retirement Plan IV for Bargaining Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants, $6M 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.