Defined Benefit (Pension) · DOL Form 5500 · 2023
Centerpoint Energy, Inc. Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 5,287
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $200,367
- Avg per participant Above avg balance/head
Official DOL plan name: Centerpoint Energy Retirement Plan · Sponsored by Centerpoint Energy, Inc. · Texas · Utilities
$1.1B in assets, 5,287 participants
Centerpoint Energy, Inc.'s Centerpoint Energy Retirement Plan reported $1.1B in total assets and 5,287 participants in its 2023 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.
- #644 in Utilities (721 peers)
Coverage in Texas
Centerpoint Energy Retirement Plan covers 5,287 participants in Texas, 7.7x the typical Texas plan (state average ~688 per filing). Assets: $1.1B.
- #644
- in Utilities (721 peers)
- -3.0%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2023 · DOL Form 5500
$1,059,340,000 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Centerpoint Energy Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Centerpoint Energy Retirement Plan lands in the large band (5,287 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Centerpoint Energy Retirement Plan reported net income rose from -$754M in the plan year 2022 filing to -$33M in the plan year 2023 filing.
- Centerpoint Energy Retirement Plan reported participants fell from 6,534 in the plan year 2022 filing to 5,287 in the plan year 2023 filing.
- Centerpoint Energy Retirement Plan end-of-year assets fell from $1.1B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 740694415 · Centerpoint Energy, Inc. PY 2023 · Defined Benefit (Pension)
Centerpoint Energy Retirement Plan · $1.1B · 5,287 · 99th
- PART $1.1B
- PART 5,287
- PART 99th
- PART Defined Benefit (Pension)
- PART near National Fuel Gas Company Retirement Plan
- PART ind #644
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
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.)
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
| 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.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Scale composition for Centerpoint Energy Retirement Plan
Centerpoint Energy Retirement Plan reports $1.1B in end-of-year assets across 5,287 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $200,367 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was -$33M.
This plan identity (EIN 740694415, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.1B (+0.0%) while covered participants moved from 6,534 to 4,963 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,534 | $1.1B | Open filing |
| 2023 | 5,287 | $1.1B | This page |
| 2024 · index core | 4,963 | $1.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Centerpoint Energy Savings Plan (401(k), $2.9B, 8,850 participants)
- Centerpoint Energy Retirement Plan (Defined Benefit (Pension), $1.1B, 4,963 participants)
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 National Fuel Gas Company Retirement Plan in NY ($1.1B); by covered participants it is Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan in MD (5,291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- National Fuel Gas Company Retirement Plan (NY) $1.1B · 489
- Wisconsin Laborers' Pension Fund (WI) $1.1B · 3,908
- Willis-Knighton Medical Center Employees Retirement Plan (LA) $1.1B · 5,919
- Salaried Employee Pension Plan for Kapl Employees and Retirees (PA) $1.1B · 909
Similar participant headcount
Nearest other-state filings by covered participants (5,287 participants); asset peers above are excluded.
- Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan (MD) 5,291 · 4 off
- US Foods Consolidated Defined Benefit Retirement Plan (IL) 5,282 · 5 off
- San Francisco Culinary Bartenders & Service Employees Pension Plan (CA) 5,292 · 5 off
- Puget Sound Electrical Workers Pension Plan (WA) 5,292 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.