Defined Benefit (Pension) · DOL Form 5500 · 2024

Centerpoint Energy, Inc. Pension Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
4,963
Participants Above avg headcount
99th
Percentile by assets National rank
$220,064
Avg per participant Above avg balance/head
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Official DOL plan name: Centerpoint Energy Retirement Plan · Sponsored by Centerpoint Energy, Inc. · Texas · Utilities

$1.1B in assets, 4,963 participants

Centerpoint Energy, Inc.'s Centerpoint Energy Retirement Plan reported $1.1B in total assets and 4,963 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #648 in Utilities (732 peers)

Coverage in Texas

Centerpoint Energy Retirement Plan covers 4,963 participants in Texas, 7.2x the typical Texas plan (state average ~688 per filing). Assets: $1.1B.

#648
in Utilities (732 peers)
+3.1%
assets growth YoY
11×
vs typical plan assets (national mean)

Centerpoint Energy Retirement Plan's outsized position by total assets

Centerpoint Energy Retirement Plan vs every filed plan by assets

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

$1,092,176,000 Top 1% higher than 99% 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

Centerpoint Energy Retirement Plan'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. Centerpoint Energy Retirement Plan lands in the large band (4,963 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Centerpoint Energy Retirement Plan reported net income rose from -$33M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Centerpoint Energy Retirement Plan reported participants fell from 5,287 in the plan year 2023 filing to 4,963 in the plan year 2024 filing.
  • Centerpoint Energy Retirement Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 740694415 · Centerpoint Energy, Inc. PY 2024 · Defined Benefit (Pension)

Centerpoint Energy Retirement Plan · $1.1B · 4,963 · 99th

  • PCT $1.1B
  • EIN 4,963
  • RANK 99th
  • PHOTO Defined Benefit (Pension)
  • IND near First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan
  • EOY ind #648

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 Texas →

Centerpoint Energy Retirement Plan in the asset neighbourhood

American Express Retirement PlanAmerican Express Retirement …$1.1BCenterpoint Energy Retirement PlanCenterpoint Energy Retiremen…$1.1BFirst-Citizens Bank & Trust Company and Adopting Related Employers Pension PlanFirst-Citizens Bank & Trust …$1.1BMolson Coors Pension Plan$1.1BFmc Corporation Employees' Retirement ProgramFmc Corporation Employees' R…$1.1B
End-of-year total assets ($B) among Centerpoint Energy Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.1B
Net Income$33M
Employer EIN740694415
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Centerpoint Energy, Inc.)

Sponsor-wide plan assets over time

All Centerpoint Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14.5B 319.62533662511845% vs 2022
2024 filing year
$0B$5B$10B$15B$20B 202220232024 $3.47B $14.6B ▲ +319.3%
Year Plans Participants Total Assets
2022 2 15,978 $3.5B
2023 2 14,717 $3.7B
2024 6 48,552 $14.5B

Nearby Defined Benefit (Pension) Plans in Texas

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

Centerpoint Energy Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants Centerpoint Energy Retirement Plan, Total assets ($B): 1.092176 · Participants: 4963Centerpoint Energy Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Centerpoint Energy Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Centerpoint Energy Retirement Plan side-by-side with 3 peers →

Centerpoint Energy Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan in NC ($1.1B); by covered participants it is U.S. Bank Legacy Pension Plan in MN (4,950 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,963 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 Centerpoint Energy Retirement Plan assets move in 2024? ▼
Centerpoint Energy Retirement Plan edged up modestly - up 3.1% during 2024, from $1.1B to $1.1B. Reported net income was $33M.
How have Centerpoint Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Centerpoint Energy, Inc.'s sponsor-wide assets grew 319.6%, from $3.5B to $14.5B.
Where does Centerpoint Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Centerpoint Energy Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Centerpoint Energy Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan in NC ($1.1B, 950 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Centerpoint Energy Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is U.S. Bank Legacy Pension Plan in MN (4,950 participants, $3.5B 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 740694415.

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.