Defined Benefit (Pension) · DOL Form 5500 · 2023
Centerpoint Energy, Inc. Pension Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 5,287
- Participants
- 99th
- Percentile by assets
- $200,367
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.1B
- total plan assets (2023 EOY)
- 5,287
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $200,367
- avg assets per participant
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.
Where Centerpoint Energy Retirement Plan sits 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
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Centerpoint Energy Retirement Plan reports 5,287 participants - 7.7x 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.)
| 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 $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)
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.
- 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
Frequently Asked Questions
How did Centerpoint Energy Retirement Plan assets move in 2023? ▼
How have Centerpoint Energy, Inc. plan assets changed over time? ▼
Where does Centerpoint Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Centerpoint Energy Retirement Plan? ▼
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