My Plan Facts

Employers › New Jersey

Employer · plans filed under one EIN

NRG Affiliate Services, Inc.

Princeton, NJ · Utilities

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$3.10Bnet assets across plans
22,846participant records12,252 active
$65.7Memployer contributions, latest plan years$5,365 per active record
$3.4MSchedule C compensation to organisations$147.47 per participant record

4 retirement plans with 100 or more participants file Form 5500 under NRG Affiliate Services, Inc.'s employer identification number (Princeton, New Jersey). Their latest filings total 22,846 participant records and $3.10B in net assets.

The largest is NRG Affiliates Employee Savings Plan, a 401(k) plan with 17,981 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $65.7M and participant contributions $70.0M in the latest plan years; benefits paid were $296M. Schedule C compensation reported to service provider organisations totalled $3.4M.

Combined net assets moved from $570M in 2009 to $3.10B in 2024 (up 443%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
NRG Affiliates Employee Savings Plan401(k) plan202417,981$2.33B$129,380$4,057$736K
NRG Pension Plan for Bargained Employeescash balance pension plan20242,767$375M$135,352$92,982$1.3M
NRG Pension Plancash balance pension plan20241,992$381M$191,445$19,082$1.1M
Retirement Plan for Bargaining Unit Employees of NRG Homer City Services, LLCcash balance pension plan2024106$13.8M$129,760—$207K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $570M2010: $669M2011: $689M2012: $799M2013: $1.81B2014: $2.78B2015: $2.71B2016: $2.84B2017: $3.22B2018: $2.48B2019: $2.79B2020: $3.03B2021: $3.59B2022: $2.62B2023: $2.86B2024: $3.10B$570M$3.59B$3.10B20092012201620202024
Combined net assets
2009: 6,2132010: 6,2012011: 6,1812012: 6,5242013: 10,7142014: 14,0492015: 20,6832016: 18,6352017: 17,7142018: 15,0222019: 14,1202020: 13,5432021: 18,3642022: 17,3882023: 16,9532024: 22,8466,21322,84620092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024422,846$3.10B$65.7M$70.0M
2023416,953$2.86B$68.8M$67.3M
2022417,388$2.62B$29.9M$64.1M
2021418,364$3.59B$31.3M$58.9M
2020413,543$3.03B$28.4M$47.5M
2019414,120$2.79B$34.4M$47.5M
2018415,022$2.48B$66.2M$61.4M
2017417,714$3.22B$71.1M$77.7M
2016418,635$2.84B$96.1M$80.8M
2015420,683$2.71B$92.2M$83.2M
2014414,049$2.78B$58.3M$69.7M
2013410,714$1.81B$45.8M$49.1M
201236,524$799M$40.9M$35.1M
201136,181$689M$41.4M$34.0M
201036,201$669M$36.3M$33.8M
200936,213$570M$41.6M$30.3M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
AllightActuarial; Recordkeeping and information management3$2,053,002
Fidelity Investments InstitutionalParticipant loan processing1$359,142
Northern Trust CompanyTrustee (bank, trust company, or similar financial institution); Trustee (directed)3$259,462
BlackRock Corp.—2$250,554
Strategic Advisors, Inc.Investment advisory (plan)1$205,427
Newport Capital Group,llcConsulting (general)1$150,906
Cozen O'Connor AttorneysLegal1$69,968
Warren Averett,llcConsulting (general)1$14,000
Aon Consulting, Inc.Consulting (general)1$6,750

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Allight$2.1M
Fidelity Investments Institutional$359K
Northern Trust Company$259K
BlackRock Corp.$251K
Strategic Advisors, Inc.$205K
Newport Capital Group,llc$151K
Cozen O'Connor Attorneys$70K
Warren Averett,llc$14K

Questions and answers

How many retirement plans does NRG Affiliate Services, Inc. have?

4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: NRG Affiliates Employee Savings Plan, NRG Pension Plan for Bargained Employees, NRG Pension Plan and Retirement Plan for Bargaining Unit Employees of NRG Homer City Services, LLC. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does NRG Affiliate Services, Inc. contribute to its plans?

$65,731,390 in employer contributions across these plans in their latest plan years, about $5,365 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Allight, Fidelity Investments Institutional, Northern Trust Company and BlackRock Corp. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.