Defined Benefit (Pension) · DOL Form 5500 · 2024

Entergy Corporation Pension Plan

Data updated 2026-08-25

$916M
Total assets Above avg plan size
2,317
Participants Above avg headcount
98th
Percentile by assets National rank
$395,382
Avg per participant High balance/head
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Official DOL plan name: Entergy Corporation Retirement Plan for Bargaining Employees · Sponsored by Entergy Corporation · Louisiana · Utilities

$916M in assets, 2,317 participants

Entergy Corporation's Entergy Corporation Retirement Plan for Bargaining Employees reported $916M in total assets and 2,317 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #634 in Utilities (732 peers)

Coverage in Louisiana

Entergy Corporation Retirement Plan for Bargaining Employees covers 2,317 participants in Louisiana, 4.7x the typical Louisiana plan (state average ~495 per filing). Assets: $916M.

#634
in Utilities (732 peers)
+1.4%
assets growth YoY
9.2×
vs typical plan assets (national mean)

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

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

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

$916,099,216 Top 2% higher than 98% 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 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 Retirement Plan for Bargaining Employees lands in the large band (2,317 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Entergy Corporation Retirement Plan for Bargaining Employees reported net income rose from $5M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Entergy Corporation Retirement Plan for Bargaining Employees reported participants fell from 2,424 in the plan year 2023 filing to 2,317 in the plan year 2024 filing.
  • Entergy Corporation Retirement Plan for Bargaining Employees end-of-year assets rose from $903M in the plan year 2023 filing to $916M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

Entergy Corporation Retirement Plan for Bargaining Employees · $916M · 2,317 · 98th

  • 5500 $916M
  • 5500 2,317
  • 5500 98th
  • 5500 Defined Benefit (Pension)
  • 5500 near Rio Tinto America Inc. Retirement Plan
  • 5500 ind #634

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 for Bargaining Employees in the asset neighbourhood

Auto-Owners Insurance Company Retirement Income PlanAuto-Owners Insurance Compan…$919MChristian School Pension Plan and Trust FundChristian School Pension Pla…$919MEntergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retireme…$916MRio Tinto America Inc. Retirement PlanRio Tinto America Inc. Retir…$916MMondelez Global LLC Retirement PlanMondelez Global LLC Retireme…$914M
End-of-year total assets ($M) among Entergy Corporation Retirement 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)$903M
Net Assets (End of Year)$916M
Net Income$13M
Employer EIN721229752
Plan Effective Date1996-01-01
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 for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Entergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.916099216 · Participants: 2317Entergy Corporation Retirement 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 PlanOchsner Clinic Foundation Retirement Plan, Total assets ($B): 0.44422415 · Participants: 1347Ochsner Clinic Foundation Retirement Plan
Entergy Corporation Retirement Plan for Bargaining Employees vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants

Entergy Corporation Retirement 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 Rio Tinto America Inc. Retirement Plan in UT ($916M); by covered participants it is Vituity Retirement Plan for Cep Physicians in CA (2,318 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($916M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,317 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 for Bargaining Employees assets move in 2024?
Entergy Corporation Retirement Plan for Bargaining Employees edged up modestly - up 1.4% during 2024, from $903M to $916M. Reported net income was $13M.
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 Retirement Plan for Bargaining Employees rank by assets among Form 5500 filers?
Entergy Corporation Retirement Plan for Bargaining Employees ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Entergy Corporation Retirement Plan for Bargaining Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rio Tinto America Inc. Retirement Plan in UT ($916M, 1,564 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Entergy Corporation Retirement Plan for Bargaining Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vituity Retirement Plan for Cep Physicians in CA (2,318 participants, $54M in assets).