Defined Benefit (Pension) · DOL Form 5500 · 2024
Entergy Corporation Pension Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 116
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $423,078
- Avg per participant High balance/head
Official DOL plan name: Entergy Corporation Retirement Plan II for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities
$49M in assets, 116 participants
Entergy Corporation's Entergy Corporation Retirement Plan II for Bargaining Employees reported $49M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #370 in Utilities (732 peers)
Coverage in Louisiana
Entergy Corporation Retirement Plan II for Bargaining Employees covers 116 participants in Louisiana, about 23% of the average Louisiana filer (state average ~495 per filing). Assets: $49M.
- #370
- in Utilities (732 peers)
- -81.7%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $220M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Entergy Corporation Retirement Plan II for Bargaining Employees's outsized position by total assets
Entergy Corporation Retirement Plan II for Bargaining Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,077,007 Top 16% higher than 84% 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
Entergy Corporation Retirement Plan II for Bargaining 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. Entergy Corporation Retirement Plan II for Bargaining Employees sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Entergy Corporation Retirement Plan II for Bargaining Employees reported net income fell from $13M in the plan year 2023 filing to -$220M in the plan year 2024 filing.
- Entergy Corporation Retirement Plan II for Bargaining Employees end-of-year assets fell from $269M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Entergy Corporation Retirement Plan II for Bargaining Employees reported participants fell from 137 in the plan year 2023 filing to 116 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 721229752 · Entergy Corporation PY 2024 · Defined Benefit (Pension)
Entergy Corporation Retirement Plan II for Bargaining Employees · $49M · 116 · 84th
- IND $49M
- IND 116
- IND 84th
- IND Defined Benefit (Pension)
- IND near Employees' Pension Plan of Florida Public Utilities Company
- IND ind #370
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 II for Bargaining Employees in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $269M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$220M |
| Employer EIN | 721229752 |
| Plan Effective Date | 1999-07-14 |
| Filing Status | FILING 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
| 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.
- Lumen Combined Pension Plan $4.3B · 10,043
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $1.8B · 6,385
- Entergy Corporation Retirement Plan VI for Non-Bargaining Employees $1.6B · 783
- Willis-Knighton Medical Center Employees Retirement Plan $1.2B · 6,197
- Entergy Corporation Retirement Plan for Bargaining Employees $916M · 2,317
Entergy Corporation Retirement Plan II 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 Employees' Pension Plan of Florida Public Utilities Company in DE ($49M); by covered participants it is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Employees' Pension Plan of Florida Public Utilities Company (DE) $49M · 58
- Municipal Employees Credit Union of Baltimore Defined Benefit Plan (MD) $49M · 169
- Calgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy Plant (PA) $49M · 65
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska (NE) $49M · 109
Similar participant headcount
Nearest other-state filings by covered participants (116 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.