Defined Benefit (Pension) · DOL Form 5500 · 2024
Energy Harbor Pension Plan for Collectively Bargained Employees
Data updated 2026-05-15
- $18M
- Total assets
- 587
- Participants
- 68th
- Percentile by assets
- $30,992
- Avg per participant
Sponsored by Vistra Operations Company LLC · Ohio · Utilities
What the 2024 filing shows
Energy Harbor Pension Plan for Collectively Bargained Employees holds $18M for 587 participants - about $30,992 per participant, above the median plan by assets, down 3.9% over the 2024 plan year.
- $18M
- total plan assets (2024 EOY)
- 587
- covered participants
- 68th
- percentile by assets (of 116,472 plans)
- $30,992
- avg assets per participant
The plan reported a net loss of $714K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Benefit (Pension) · DOL Form 5500 · 2024
What the Filing Says About Energy Harbor Pension Plan for Collectively Bargained Employees
Energy Harbor Pension Plan for Collectively Bargained Employees is a Defined Benefit (Pension) retirement plan sponsored by Vistra Operations Company LLC, headquartered in Ohio. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 587 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 364833461, and the plan has been effective since 2020-02-27. Its filing status is currently FILING RECEIVED.
Year over year, total assets edged down modestly from $19M at the beginning of 2024 to $18M at year-end - down 3.9%. Net assets (after liabilities) closed the year at $18M, with reported net income of -$714K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Vistra Operations Company LLC has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $1.8B to $2.8B, a gain of 53.6%, while reported participants moved from 6,121 to 6,419 (+4.9%). The strongest year on file by total sponsor assets was 2024 at $2.8B; the softest was 2022 at $1.8B. Year-by-year, sponsor-wide filings show: 2022 - $1.8B in assets across 4 plans covering 6,121 participants; 2023 - $2.0B in assets across 3 plans covering 6,042 participants; 2024 - $2.8B in assets across 4 plans covering 6,419 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Energy Harbor Pension Plan for Collectively Bargained Employees against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Total Assets (End of Year) | $18M |
| Net Assets (End of Year) | $18M |
| Net Income | -$714K |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 364833461 |
| Plan Effective Date | 2020-02-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vistra Operations Company LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 6,121 | $1.8B |
| 2023 | 3 | 6,042 | $2.0B |
| 2024 | 4 | 6,419 | $2.8B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Parker Defined Benefit Pension Plan $3.5B · 8,120
- Nationwide Retirement Plan - Final Average Pay $3.5B · 5,058
Frequently Asked Questions
How much money is in the Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
What type of plan is Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
Who sponsors the Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
How did Energy Harbor Pension Plan for Collectively Bargained Employees perform in 2024? ▼
What this filing means
Ways to act on Energy Harbor Pension Plan for Collectively Bargained Employees's numbers.
- By total assets, Energy Harbor Pension Plan for Collectively Bargained Employees ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- Vistra Operations Company LLC's sponsor-wide assets have grown 53.6% since 2022 across 3 plan years on file. More Utilities plans
- A Defined Benefit (Pension) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 364833461.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.