Defined Benefit (Pension) · DOL Form 5500 · 2024
Entergy Corporation Pension Plan
Data updated 2026-07-24
- $49M
- Total assets
- 116
- Participants
- 84th
- Percentile by assets
- $423,078
- Avg per participant
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.
- 84th percentile by assets (of 116,472 plans)
Coverage in Louisiana
Entergy Corporation Retirement Plan II for Bargaining Employees covers 116 participants in Louisiana, about 24% of the average Louisiana filer (state average ~493 per filing). Assets: $49M.
- $49M
- total plan assets (2024 EOY)
- 116
- covered participants
- 84th
- percentile by assets (of 116,472 plans)
- $423,078
- avg assets per participant
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.
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.
Participants vs Louisiana filers
In Louisiana, the average filing covers about 493 participants across 1,100 plans. Entergy Corporation Retirement Plan II for Bargaining Employees reports 116 participants - about 24% of that state average ($49M EOY assets).
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)
| 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 II for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
- 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
- Entergy Corporation Retirement Plan for Bargaining Employees $916M · 2,317
- Ochsner Clinic Foundation Retirement Plan $444M · 1,347
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Entergy Corporation Retirement Plan II for Bargaining Employees by total assets, not by location.
- 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
Frequently Asked Questions
How did Entergy Corporation Retirement Plan II for Bargaining Employees assets move in 2024? ▼
How have Entergy Corporation plan assets changed over time? ▼
Where does Entergy Corporation Retirement Plan II for Bargaining Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Entergy Corporation Retirement Plan II for Bargaining Employees? ▼
Next read for Entergy Corporation Retirement Plan II f…
Filing takeaways
Ways to act on Entergy Corporation Retirement Plan II for Bargaining Employees's numbers.
- By total assets, Entergy Corporation Retirement Plan II for Bargaining Employees ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Louisiana. Compare plans
- Entergy Corporation's sponsor-wide assets have declined 0.2% 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 721229752.
Read our methodology - how this data is sourced, computed, and verified.