How big is Entergy Corporation's plan?

Entergy Corporation's plan reported $111.1M in assets and 43 participants for 2024.

Original filing (PDF)20251009122933NAL0011454816001

Entergy Corporation

Name: Entergy Corporation — Entergy Corporation Retirement, Form 5500 (2024)
Creator: Entergy Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Entergy Corporation Retirement Plan III

Defined-benefit pension plan · Entergy Corporation's Entergy Corporation Retirement Plan III held $111.1M in plan assets for 43 participants in 2024.

Signals · 1

45% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$111.1M

Net assets (EOY)

$111.1M

People on this filing

Reginald Jackson signed Entergy Corporation's 2024 Form 5500 as plan administrator.

Reginald Jackson — Plan Administrator — Form 5500 signer
Steven Brady — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Entergy Corporation's EIN is 72-1229752.

EIN 72-1229752

Plan number 008

Plan year 2024

ACK ID 20251009122933NAL0011454816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Entergy Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Entergy Corporation's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENTERGY CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

354 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (2nd percentile).

Helping the score

Below-peer total plan cost (98th percentile).

Plan sponsor

Name

ENTERGY CORPORATION

EIN

all filings

Address

639 LOYOLA AVE. · L-ENT-15N EBC · NEW ORLEANS, LA · 70113

Phone

(504) 576-4000

Industry

Utilities

Plan administrator

Name

EMPLOYEE BENEFITS COMMITTEE

EIN

72-1269450

City

NEW ORLEANS, LA

Phone

(504) 576-4000

Plan characteristics

Plan number

008

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

DELOITTE AND TOUCHE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

354 direct securities · 1 pooled fund· $216.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Master Trust

$111.1M

1 holding

Other securities

$83.7M

282 holdings

Bonds / Notes

$12.2M

34 holdings

Common Stocks

$9.9M

38 holdings

					% of plan
ENTERGY CORP RET PLANS MASTER TRUST ENTERGY CORPORATION · EIN 11-3567859 / PN 001	Master Trust	—	—	$111.1M	100.0%
47401 C	Other securities	—	—	$48.6M	43.7%
DISPOSITION PROCEEDS ---------------------------------- THROUGH 5,024,2194,867,578	Other securities	—	—	$7.4M	6.6%
PAGE	Other securities	—	—	$983K	0.9%
CORPORATION	Common Stocks	—	—	$888K	0.8%
PAGE	Other securities	—	—	$853K	0.8%
CORPORATION	Common Stocks	—	—	$848K	0.8%
CORPORATION	Common Stocks	—	—	$839K	0.8%
CORPORATION	Common Stocks	—	—	$766K	0.7%
CORPORATION 2.950%366,766.4305.500%325,000.000	Bonds / Notes	—	—	$750K	0.7%
PAGE	Other securities	—	—	$696K	0.6%
PAGE	Other securities	—	—	$664K	0.6%
INVESTMENT OFPAR / CORPORATION 3.000%6.000%600,000.0003.500%885,000.0003.875%775,000.0006.550%400,000.0008.000%200,000.0006.100%200,000.0005.500%4.850%440,000.0005.875%810,000.0005.875%975,000.0005.875%480,000.0006.375%7.125%786,000.0006.000%660,000.	Bonds / Notes	—	—	$660K	0.6%
FROM PAGE	Other securities	—	—	$651K	0.6%
CORPORATION 3.000%2.772%655,000.000270,000.000165,000.0004.700%3.350%224,191.6703.137%3.187%3.469%630,000.0004.926%708,000.0003.450%650,000.0003.300%622,102.5805.400%290,000.	Bonds / Notes	—	—	$650K	0.6%
CORPORATION 5.875%210,000.0003.900%5.300%5.400%5.000%200,000.0006.125%100,000.0006.250%730,000.0006.500%5.450%150,000.0004.750%670,000.0003.200%455,000.000510,000.0003.000%600,000.0005.000%204,000.	Bonds / Notes	—	—	$635K	0.6%
CORPORATION 4.200%199,216.000399,404.000600,556.000198,734.000283,476.000602,009.0004.000%6.800%6.000%694,576.9404.880%355,000.0000.000%3.400%3.875%725,000.0004.700%695,000.	Bonds / Notes	—	—	$625K	0.6%
CORPORATION 5.200%6.500%815,000.0004.700%145,000.0005.000%655,000.0006.000%205,000.0006.300%615,000.0004.875%200,000.000170,567.2805.750%425,000.0006.125%6.500%6.500%2.250%3.951%7.000%600,000.	Bonds / Notes	—	—	$600K	0.5%
CORPORATION 2.050%465,000.0003.400%875,000.0004.250%4.500%465,000.0002.500%370,000.0002.700%3.250%4.800%400,000.0004.850%915,000.0003.600%3.375%4.300%5.900%675,000.0005.250%175,000.	Bonds / Notes	—	—	$575K	0.5%
PAGE	Other securities	—	—	$517K	0.5%
CORPORATION 0.000%3.653%345,000.0004.625%370,000.0004.650%800,000.0004.000%100,000.0004.450%100,000.0003.700%600,000.0005.700%480,000.0003.900%3.850%3.400%4.400%255,000.0003.265%890,000.0005.375%185,000.0003.600%575,000.	Bonds / Notes	—	—	$513K	0.5%
CORPORATION 3.000%4.800%3.625%4.125%3.200%270,000.0004.000%100,000.0003.168%895,000.0002.750%0.000%149,751.5402.979%390,000.0000.250%3.125%255,000.	Bonds / Notes	—	—	$505K	0.5%
CORPORATION 7.500%4.184%610,000.0003.125%310,000.0004.650%460,000.0006.125%6.000%690,000.0007.000%105,000.0000.000%108,000.000650,000.0003.450%4.750%5.000%5.900%580,000.0004.100%7.750%190,000.	Bonds / Notes	—	—	$500K	0.4%
CORPORATION 4.650%5.550%4.125%720,000.0006.230%5.875%2.525%395,000.0002.700%130,000.0004.750%460,000.0003.875%330,000.0004.375%175,000.0002.750%3.100%129,578.6405.831%490,000.	Bonds / Notes	—	—	$490K	0.4%
PAGE	Other securities	—	—	$490K	0.4%
PAGE	Other securities	—	—	$476K	0.4%
PAGE	Other securities	—	—	$473K	0.4%
PAGE	Other securities	—	—	$471K	0.4%
INVESTMENT OFPAR / CORPORATION 3.375%300,000.0003.625%4.550%585,000.0003.060%5.550%390,000.0005.650%815,000.0004.625%995,000.0005.850%180,000.0005.600%290,000.0004.950%5.300%5.827%5.316%560,000.0000.125%131,000.0004.700%605,000.	Bonds / Notes	—	—	$470K	0.4%
0 FROM PAGE	Other securities	—	—	$469K	0.4%
PAGE	Other securities	—	—	$467K	0.4%
INVESTMENT OFPAR / CORPORATION 5.000%540,000.0005.550%4.850%370,000.0005.200%570,000.0005.375%4.500%151,000.0005.450%270,000.0000.000%370,000.0006.100%885,000.0003.125%1.500%655,000.0000.000%374,062.	Bonds / Notes	—	—	$465K	0.4%
FROM PAGE	Other securities	—	—	$461K	0.4%
PAGE	Other securities	—	—	$452K	0.4%
PAGE	Other securities	—	—	$451K	0.4%
PAGE	Other securities	—	—	$449K	0.4%
CORPORATION	Common Stocks	—	—	$439K	0.4%
CORPORATION 4.950%580,000.0006.750%340,000.0005.450%5.800%4.650%885,000.0005.300%645,000.0004.250%5.250%5.676%230,000.0006.250%160,000.0004.600%5.450%870,000.0003.400%0.000%0.000%930,000.	Bonds / Notes	—	—	$435K	0.4%
PAGE	Other securities	—	—	$435K	0.4%
VALUE PAGE	Other securities	—	—	$419K	0.4%
PAGE	Other securities	—	—	$418K	0.4%
PAGE	Other securities	—	—	$416K	0.4%
CORPORATION	Common Stocks	—	—	$400K	0.4%
CORPORATION 5.450%185,000.0005.600%795,000.0005.500%5.625%260,000.0004.000%350,000.0000.000%334,582.6100.000%4.875%210,000.0000.000%913,876.9603.719%300,000.0003.250%580,000.0002.750%3.121%251,858.9902.952%523,506.4505.350%525,000.	Bonds / Notes	—	—	$390K	0.4%
PAGE	Other securities	—	—	$387K	0.3%
CORPORATION 5.200%340,000.0005.150%5.850%4.000%665,000.0005.375%5.500%3.327%115,000.0006.500%215,000.0007.100%500,000.0005.700%715,000.0004.300%905,000.0003.500%400,000.000920,000.000250,000.	Bonds / Notes	—	—	$380K	0.3%
PAGE	Other securities	—	—	$375K	0.3%
CORPORATION	Common Stocks	—	—	$365K	0.3%
PAGE	Other securities	—	—	$360K	0.3%
CORPORATION 4.375%275,000.0006.875%810,000.0002.625%7.625%6.250%410,000.0003.250%4.250%5.529%345,000.0003.875%455,000.0004.375%330,000.0004.500%330,000.0004.875%160,000.	Bonds / Notes	—	—	$360K	0.3%