Plan5500

Savings Plan Of Entergy Corporation And Subsidiaries Viii — Form 5500 plan (Entergy Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Savings Plan Of Entergy Corporation And Subsidiaries Viii is a benefit plan reported by Entergy Corporation under EIN 72-1229752 and plan number 019. The latest loaded filing year is 2023. The filing reports 1,535 participants and $63,239,130 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$63.2MPlan net assets, end of year$63,234,395
Participants1.5KCovered participants reported1,535
Assets / participant$41.2KComputed: assets ÷ participants$41,198 (computed)
Provider compensation$97.1K8 Schedule C provider row(s)$97,097
Plan sponsor
Entergy Corporation
EIN
72-1229752
Plan number
019
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,535 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$63.2M total assets
Net assets$63.2MLiabilities$4.7K
Money in vs. money out
Total income / additions$41.9M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$13.8M
Participant$12.5M
Full reported line items

Net assets

Total assets (EOY)
$63,239,130
Total liabilities (EOY)
$4,735
Net assets (EOY)
$63,234,395
Net assets (BOY)
$23,457,450

Income & contributions

Employer contributions
$13,789,597
Participant contributions
$12,482,573
Total contributions
$34,816,312
Total income / additions
$41,940,770

Expenses & distributions

Benefits paid
$2,066,778
Administrative expenses
$97,047
Total expenses
$2,163,825
Net increase / (decrease)
$39,776,945
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    T. Rowe Price Rps, Inc.$47.3K
    NONE · Direct $47.3K · Indirect $0
  2. 2
    Deloitte And Touche Llp$16.8K
    NONE · Direct $16.8K
  3. 3
    Callan LLC$12.9K
    NONE · Direct $12.9K
  4. 4
    Newport Trust Company$12.3K
    NONE · Direct $12.3K
  5. 5
    Friday, Eldridge & Clark, Llp$7.7K
    NONE · Direct $7.7K
  6. 6
    Charles Schwab Co., Inc.$50
    NONE · Direct $0 · Indirect $50
  7. 7
    The Vanguard Group, Inc.$0
    NONE · Direct $0 · Indirect $0
  8. 8
    Blackrock Inst Trust Company, N.A.$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Savings Plan Of Entergy Corporation And Subsidiaries Viii?
Savings Plan Of Entergy Corporation And Subsidiaries Viii is reported as sponsored by Entergy Corporation (EIN 72-1229752, plan number 019) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Savings Plan Of Entergy Corporation And Subsidiaries Viii?
The latest Form 5500 filing year loaded for Savings Plan Of Entergy Corporation And Subsidiaries Viii is 2023.
How many participants does Savings Plan Of Entergy Corporation And Subsidiaries Viii report?
Savings Plan Of Entergy Corporation And Subsidiaries Viii reports 1,535 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Savings Plan Of Entergy Corporation And Subsidiaries Viii?
Savings Plan Of Entergy Corporation And Subsidiaries Viii reports $63,239,130 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages