Defined Benefit (Pension) · DOL Form 5500 · 2024

Centerpoint Energy, Inc. Pension Plan

Data updated 2026-07-24

$1.1B
Total assets: 4,963
Participants: 99th
Percentile by assets: $220,064
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

Coverage in Texas

Centerpoint Energy Retirement Plan covers 4,963 participants in Texas, 7.1x the typical Texas plan (state average ~704 per filing). Assets: $1.1B.

$1.1B
total plan assets (2024 EOY): 4,963
covered participants: 99th
percentile by assets (of 116,472 plans): $220,064
avg assets per participant

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 →

State

Texas

Industry

Utilities

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Centerpoint Energy Retirement Plan reports 4,963 participants - 7.1x that state average ($1.1B EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$1.1B
Net Assets (End of Year)	$1.1B
Net Income	$33M
Employer EIN	740694415
Plan Effective Date	1953-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Centerpoint Energy, Inc.)

Total plan assets by year, all Centerpoint Energy, Inc. plans on file

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

AT&T Pension Benefit Plan $28.3B · 100,400
Exxonmobil Pension Plan $12.1B · 22,000
Chevron Retirement Plan $9.7B · 21,297
Shell Pension Plan $9.7B · 12,688
Caterpillar Inc. Retirement Income Plan $9.2B · 11,498

Compare Centerpoint Energy Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Centerpoint Energy Retirement Plan by total assets, not by location.

First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan (NC) $1.1B · 950
Molson Coors Pension Plan (WI) $1.1B · 1,596
Fmc Corporation Employees' Retirement Program (PA) $1.1B · 124
Tribune Media Company Retirement Plan (IL) $1.1B · 430

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 116,472 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).

Next read for Centerpoint Energy Retirement Plan

Filing takeaways

Ways to act on Centerpoint Energy Retirement Plan's numbers.

By total assets, Centerpoint Energy Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
Centerpoint Energy, Inc.'s sponsor-wide assets have grown 319.6% 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 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.