IPALCO ENTERPRISES, INC. Defined Benefit Plan, Expected Return (Loss) on Plan Assets
IPALCO ENTERPRISES, INC. reported Defined Benefit Plan, Expected Return (Loss) on Plan Assets of $7.34 million for the 3-month period ending 2026-06-30, per its 10-Q filed 2026-08-04.
Financial Statements › Notes › Defined Benefit Plan
us-gaap:DefinedBenefitPlanExpectedReturnOnPlanAssets · last filed 2026-08-04
- IPALCO ENTERPRISES, INC. defined benefit plan, expected return (loss) on plan assets for the quarter ending 2026-06-30 was $7.34M, a 5.41% decline year-over-year.
- IPALCO ENTERPRISES, INC. defined benefit plan, expected return (loss) on plan assets for the quarter ending 2026-03-31 was $7.34M, a 5.41% decline year-over-year.
- IPALCO ENTERPRISES, INC. defined benefit plan, expected return (loss) on plan assets for the quarter ending 2025-12-31 was $7.76M, a 4.20% increase year-over-year.
- IPALCO ENTERPRISES, INC. defined benefit plan, expected return (loss) on plan assets for the quarter ending 2025-09-30 was $7.76M, a 4.23% increase year-over-year.
- IPALCO ENTERPRISES, INC. defined benefit plan, expected return (loss) on plan assets for fiscal 2025 was $31.03M, a 4.23% increase from fiscal 2024.
- IPALCO ENTERPRISES, INC. defined benefit plan, expected return (loss) on plan assets for fiscal 2024 was $29.77M, a 10.07% decline from fiscal 2023.
- IPALCO ENTERPRISES, INC. defined benefit plan, expected return (loss) on plan assets for fiscal 2023 was $33.11M, a 7.15% decline from fiscal 2022.
- IPALCO ENTERPRISES, INC. defined benefit plan, expected return (loss) on plan assets for fiscal 2022 was $35.66M, a 14.73% decline from fiscal 2021.
| Period end | Defined Benefit Plan, Expected Return (Loss) on Plan Assets 3 month | Defined Benefit Plan, Expected Return (Loss) on Plan Assets 6 month | Defined Benefit Plan, Expected Return (Loss) on Plan Assets 9 month | Defined Benefit Plan, Expected Return (Loss) on Plan Assets 12 month |
|---|---|---|---|---|
| 2026-06-30 | $7.34M 10-Q · filed 2026-08-04 | $14.68M 10-Q · filed 2026-08-04 | $22.43M derived: sum of 3 quarters · filed 2026-08-04 | $30.19M derived: sum of 4 quarters · filed 2026-08-04 |
| 2026-03-31 | $7.34M 10-Q · filed 2026-05-05 | $15.10M derived: sum of 2 quarters · filed 2026-05-05 | $22.85M derived: sum of 3 quarters · filed 2026-05-05 | $30.61M derived: sum of 4 quarters · filed 2026-08-04 |
| 2025-12-31 | $7.76M derived: 10-K 12 month − 10-Q 9 month · filed 2026-03-02 | $15.52M derived: sum of 2 quarters · filed 2026-03-02 | $23.27M derived: sum of 3 quarters · filed 2026-08-04 | $31.03M 10-K · filed 2026-03-02 |
| 2025-09-30 | $7.76M 10-Q · filed 2025-11-04 | $15.52M derived: sum of 2 quarters · filed 2026-08-04 | $23.27M 10-Q · filed 2025-11-04 | $30.72M derived: sum of 4 quarters · filed 2026-08-04 |
| 2025-06-30 | $7.76M 10-Q · filed 2026-08-04 | $15.52M 10-Q · filed 2026-08-04 | $22.96M derived: sum of 3 quarters · filed 2026-08-04 | $30.40M derived: sum of 4 quarters · filed 2026-08-04 |
| 2025-03-31 | $7.76M 10-Q · filed 2026-05-05 | $15.20M derived: sum of 2 quarters · filed 2026-05-05 | $22.65M derived: sum of 3 quarters · filed 2026-05-05 | $30.09M derived: sum of 4 quarters · filed 2026-05-05 |
| 2024-12-31 | $7.45M derived: 10-K 12 month − 10-Q 9 month · filed 2026-03-02 | $14.89M derived: sum of 2 quarters · filed 2026-03-02 | $22.33M derived: sum of 3 quarters · filed 2026-03-02 | $29.77M 10-K · filed 2026-03-02 |
| 2024-09-30 | $7.44M 10-Q · filed 2025-11-04 | $14.89M derived: sum of 2 quarters · filed 2025-11-04 | $22.33M 10-Q · filed 2025-11-04 | $30.61M derived: sum of 4 quarters · filed 2026-03-02 |
| 2024-06-30 | $7.44M 10-Q · filed 2025-08-01 | $14.89M 10-Q · filed 2025-08-01 | $23.16M derived: sum of 3 quarters · filed 2026-03-02 | $31.44M derived: sum of 4 quarters · filed 2026-03-02 |
| 2024-03-31 | $7.44M 10-Q · filed 2025-05-01 | $15.72M derived: sum of 2 quarters · filed 2026-03-02 | $24.00M derived: sum of 3 quarters · filed 2026-03-02 | $32.27M derived: sum of 4 quarters · filed 2026-03-02 |
| 2023-12-31 | $8.28M derived: 10-K 12 month − 10-Q 9 month · filed 2026-03-02 | $16.55M derived: sum of 2 quarters · filed 2026-03-02 | $24.83M derived: sum of 3 quarters · filed 2026-03-02 | $33.11M 10-K · filed 2026-03-02 |
| 2023-09-30 | $8.28M 10-Q · filed 2024-11-01 | $16.55M derived: sum of 2 quarters · filed 2024-11-01 | $24.83M 10-Q · filed 2024-11-01 | $33.74M derived: sum of 4 quarters · filed 2025-03-05 |
| 2023-06-30 | $8.28M 10-Q · filed 2024-08-01 | $16.55M 10-Q · filed 2024-08-01 | $25.46M derived: sum of 3 quarters · filed 2025-03-05 | $34.38M derived: sum of 4 quarters · filed 2025-03-05 |
| 2023-03-31 | $8.28M 10-Q · filed 2024-05-02 | $17.18M derived: sum of 2 quarters · filed 2025-03-05 | $26.10M derived: sum of 3 quarters · filed 2025-03-05 | $35.01M derived: sum of 4 quarters · filed 2025-03-05 |
| 2022-12-31 | $8.91M derived: 10-K 12 month − 10-Q 9 month · filed 2025-03-05 | $17.82M derived: sum of 2 quarters · filed 2025-03-05 | $26.74M derived: sum of 3 quarters · filed 2025-03-05 | $35.66M 10-K · filed 2025-03-05 |
| 2022-09-30 | $8.91M 10-Q · filed 2023-11-02 | $17.83M derived: sum of 2 quarters · filed 2023-11-02 | $26.75M 10-Q · filed 2023-11-02 | $37.20M derived: sum of 4 quarters · filed 2024-02-27 |
| 2022-06-30 | $8.91M 10-Q · filed 2023-08-03 | $17.83M 10-Q · filed 2023-08-03 | $28.29M derived: sum of 3 quarters · filed 2024-02-27 | $38.74M derived: sum of 4 quarters · filed 2024-02-27 |
| 2022-03-31 | $8.92M 10-Q · filed 2023-05-04 | $19.37M derived: sum of 2 quarters · filed 2024-02-27 | $29.83M derived: sum of 3 quarters · filed 2024-02-27 | $40.28M derived: sum of 4 quarters · filed 2024-02-27 |
| 2021-12-31 | $10.45M derived: 10-K 12 month − 10-Q 9 month · filed 2024-02-27 | $20.91M derived: sum of 2 quarters · filed 2024-02-27 | $31.36M derived: sum of 3 quarters · filed 2024-02-27 | $41.81M 10-K · filed 2024-02-27 |
| 2021-09-30 | $10.45M 10-Q · filed 2022-11-04 | $20.91M derived: sum of 2 quarters · filed 2022-11-04 | $31.36M 10-Q · filed 2022-11-04 | $40.81M derived: sum of 4 quarters · filed 2023-03-01 |
| 2021-06-30 | $10.45M 10-Q · filed 2022-08-04 | $20.91M 10-Q · filed 2022-08-04 | $30.35M derived: sum of 3 quarters · filed 2023-03-01 | $39.80M derived: sum of 4 quarters · filed 2023-03-01 |
| 2021-03-31 | $10.45M 10-Q · filed 2022-05-05 | $19.90M derived: sum of 2 quarters · filed 2023-03-01 | $29.34M derived: sum of 3 quarters · filed 2023-03-01 | $38.79M derived: sum of 4 quarters · filed 2023-03-01 |
| 2020-12-31 | $9.44M derived: 10-K 12 month − 10-Q 9 month · filed 2023-03-01 | $18.89M derived: sum of 2 quarters · filed 2023-03-01 | $28.33M derived: sum of 3 quarters · filed 2023-03-01 | $37.78M 10-K · filed 2023-03-01 |
| 2020-09-30 | $9.45M 10-Q · filed 2021-11-04 | $18.89M derived: sum of 2 quarters · filed 2021-11-04 | $28.34M 10-Q · filed 2021-11-04 | $35.81M derived: sum of 4 quarters · filed 2022-02-28 |
| 2020-06-30 | $9.45M 10-Q · filed 2021-08-04 | $18.89M 10-Q · filed 2021-08-04 | $26.37M derived: sum of 3 quarters · filed 2022-02-28 | $33.84M derived: sum of 4 quarters · filed 2022-02-28 |
| 2020-03-31 | $9.45M 10-Q · filed 2021-05-06 | $16.92M derived: sum of 2 quarters · filed 2022-02-28 | $24.40M derived: sum of 3 quarters · filed 2022-02-28 | $31.88M derived: sum of 4 quarters · filed 2022-02-28 |
| 2019-12-31 | $7.48M derived: 10-K 12 month − 10-Q 9 month · filed 2022-02-28 | $14.95M derived: sum of 2 quarters · filed 2022-02-28 | $22.43M derived: sum of 3 quarters · filed 2022-02-28 | $29.91M 10-K · filed 2022-02-28 |
| 2019-09-30 | $7.48M 10-Q · filed 2020-11-06 | $14.95M derived: sum of 2 quarters · filed 2020-11-06 | $22.43M 10-Q · filed 2020-11-06 | $32.63M derived: sum of 4 quarters · filed 2021-02-25 |
| 2019-06-30 | $7.48M 10-Q · filed 2020-08-06 | $14.95M 10-Q · filed 2020-08-06 | $25.16M derived: sum of 3 quarters · filed 2021-02-25 | $35.35M derived: sum of 4 quarters · filed 2021-02-25 |
| 2019-03-31 | $7.48M 10-Q · filed 2020-05-07 | $17.68M derived: sum of 2 quarters · filed 2021-02-25 | $27.88M derived: sum of 3 quarters · filed 2021-02-25 | $38.08M derived: sum of 4 quarters · filed 2021-02-25 |
| 2018-12-31 | $10.20M derived: 10-K 12 month − 10-Q 9 month · filed 2021-02-25 | $20.40M derived: sum of 2 quarters · filed 2021-02-25 | $30.60M derived: sum of 3 quarters · filed 2021-02-25 | $40.80M 10-K · filed 2021-02-25 |
| 2018-09-30 | $10.20M 10-Q · filed 2019-11-06 | $20.40M derived: sum of 2 quarters · filed 2019-11-06 | $30.60M 10-Q · filed 2019-11-06 | $41.77M derived: sum of 4 quarters · filed 2020-02-28 |
| 2018-06-30 | $10.20M 10-Q · filed 2019-08-06 | $20.40M 10-Q · filed 2019-08-06 | $31.57M derived: sum of 3 quarters · filed 2020-02-28 | $42.74M derived: sum of 4 quarters · filed 2020-02-28 |
| 2018-03-31 | $10.20M 10-Q · filed 2019-05-07 | $21.37M derived: sum of 2 quarters · filed 2020-02-28 | $32.54M derived: sum of 3 quarters · filed 2020-02-28 | $43.70M derived: sum of 4 quarters · filed 2020-02-28 |
| 2017-12-31 | $11.17M derived: 10-K 12 month − 10-Q 9 month · filed 2020-02-28 | $22.34M derived: sum of 2 quarters · filed 2020-02-28 | $33.51M derived: sum of 3 quarters · filed 2020-02-28 | $44.67M 10-K · filed 2020-02-28 |
| 2017-09-30 | $11.17M 10-Q · filed 2018-11-06 | $22.34M derived: sum of 2 quarters · filed 2018-11-06 | $33.50M 10-Q · filed 2018-11-06 | $44.38M derived: sum of 4 quarters · filed 2019-02-27 |
| 2017-06-30 | $11.17M 10-Q · filed 2018-08-07 | $22.34M 10-Q · filed 2018-08-07 | $33.21M derived: sum of 3 quarters · filed 2019-02-27 | $44.08M derived: sum of 4 quarters · filed 2019-02-27 |
| 2017-03-31 | $11.17M 10-Q · filed 2018-05-08 | $22.04M derived: sum of 2 quarters · filed 2019-02-27 | $32.91M derived: sum of 3 quarters · filed 2019-02-27 | $43.79M derived: sum of 4 quarters · filed 2019-02-27 |
| 2016-12-31 | $10.87M derived: 10-K 12 month − 10-Q 9 month · filed 2019-02-27 | $21.75M derived: sum of 2 quarters · filed 2019-02-27 | $32.62M derived: sum of 3 quarters · filed 2019-02-27 | $43.49M 10-K · filed 2019-02-27 |
| 2016-09-30 | $10.87M 10-Q · filed 2017-11-02 | $21.75M derived: sum of 2 quarters · filed 2017-11-02 | $32.62M 10-Q · filed 2017-11-02 | $43.82M derived: sum of 4 quarters · filed 2018-02-27 |
| 2016-06-30 | $10.87M 10-Q · filed 2017-08-08 | $21.75M 10-Q · filed 2017-08-08 | $32.95M derived: sum of 3 quarters · filed 2018-02-27 | $44.15M derived: sum of 4 quarters · filed 2018-02-27 |
| 2016-03-31 | $10.87M 10-Q · filed 2017-05-08 | $22.08M derived: sum of 2 quarters · filed 2018-02-27 | $33.28M derived: sum of 3 quarters · filed 2018-02-27 | $44.49M derived: sum of 4 quarters · filed 2018-02-27 |
| 2015-12-31 | $11.20M derived: 10-K 12 month − 10-Q 9 month · filed 2018-02-27 | $22.41M derived: sum of 2 quarters · filed 2018-02-27 | $33.61M derived: sum of 3 quarters · filed 2018-02-27 | $44.82M 10-K · filed 2018-02-27 |
| 2015-09-30 | $11.20M 10-Q · filed 2016-11-04 | $22.41M derived: sum of 2 quarters · filed 2016-11-04 | $33.62M 10-Q · filed 2016-11-04 | $44.09M derived: sum of 4 quarters · filed 2017-02-27 |
| 2015-06-30 | $11.21M 10-Q · filed 2016-08-05 | $22.41M 10-Q · filed 2016-08-05 | $32.88M derived: sum of 3 quarters · filed 2017-02-27 | $43.36M derived: sum of 4 quarters · filed 2017-02-27 |
| 2015-03-31 | $11.21M 10-Q · filed 2016-05-09 | $21.68M derived: sum of 2 quarters · filed 2017-02-27 | $32.15M derived: sum of 3 quarters · filed 2017-02-27 | $42.63M derived: sum of 4 quarters · filed 2017-02-27 |
| 2014-12-31 | $10.47M derived: 10-K 12 month − 10-Q 9 month · filed 2017-02-27 | $20.95M derived: sum of 2 quarters · filed 2017-02-27 | $31.42M derived: sum of 3 quarters · filed 2017-02-27 | $41.89M 10-K · filed 2017-02-27 |
| 2014-09-30 | $10.47M 10-Q · filed 2015-11-05 | $20.95M derived: sum of 2 quarters · filed 2015-11-05 | $31.42M 10-Q · filed 2015-11-05 | $40.99M derived: sum of 4 quarters · filed 2016-05-12 |
| 2014-06-30 | $10.47M 10-Q · filed 2015-08-10 | $20.95M 10-Q · filed 2015-08-10 | $30.52M derived: sum of 3 quarters · filed 2016-05-12 | $40.09M derived: sum of 4 quarters · filed 2016-05-12 |
| 2014-03-31 | $10.47M 10-Q · filed 2015-05-11 | $20.05M derived: sum of 2 quarters · filed 2016-05-12 | $29.62M derived: sum of 3 quarters · filed 2016-05-12 | $39.19M derived: sum of 4 quarters · filed 2016-05-12 |
| 2013-12-31 | $9.57M derived: 8-K 12 month − 10-Q 9 month · filed 2016-05-12 | $19.14M derived: sum of 2 quarters · filed 2016-05-12 | $28.71M derived: sum of 3 quarters · filed 2016-05-12 | $38.29M 8-K · filed 2016-05-12 |
| 2013-09-30 | $9.57M 10-Q · filed 2014-11-06 | $19.14M derived: sum of 2 quarters · filed 2014-11-06 | $28.71M 10-Q · filed 2014-11-06 | $36.85M derived: sum of 4 quarters · filed 2015-02-26 |
| 2013-06-30 | $9.57M 10-Q · filed 2014-08-07 | $19.14M 10-Q · filed 2014-08-07 | $27.28M derived: sum of 3 quarters · filed 2015-02-26 | $35.42M derived: sum of 4 quarters · filed 2015-02-26 |
| 2013-03-31 | $9.57M 10-Q · filed 2014-05-08 | $17.71M derived: sum of 2 quarters · filed 2015-02-26 | $25.85M derived: sum of 3 quarters · filed 2015-02-26 | $33.99M derived: sum of 4 quarters · filed 2015-02-26 |
| 2012-12-31 | $8.14M derived: 10-K 12 month − 10-Q 9 month · filed 2015-02-26 | $16.28M derived: sum of 2 quarters · filed 2015-02-26 | $24.41M derived: sum of 3 quarters · filed 2015-02-26 | $32.55M 10-K · filed 2015-02-26 |
| 2012-09-30 | $8.14M 10-Q · filed 2013-11-07 | $16.28M derived: sum of 2 quarters · filed 2013-11-07 | $24.41M 10-Q · filed 2013-11-07 | $32.46M derived: sum of 4 quarters · filed 2014-02-26 |
| 2012-06-30 | $8.14M 10-Q · filed 2013-08-08 | $16.28M 10-Q · filed 2013-08-08 | $24.32M derived: sum of 3 quarters · filed 2014-02-26 | $32.36M derived: sum of 4 quarters · filed 2014-02-26 |
| 2012-03-31 | $8.14M 10-Q · filed 2013-05-09 | $16.18M derived: sum of 2 quarters · filed 2014-02-26 | $24.22M derived: sum of 3 quarters · filed 2014-02-26 | $32.27M derived: sum of 4 quarters · filed 2014-02-26 |
| 2011-12-31 | $8.04M derived: 10-K 12 month − 10-Q 9 month · filed 2014-02-26 | $16.08M derived: sum of 2 quarters · filed 2014-02-26 | $24.13M derived: sum of 3 quarters · filed 2014-02-26 | $32.17M 10-K · filed 2014-02-26 |
| 2011-09-30 | $8.04M 10-Q · filed 2012-11-07 | $16.08M derived: sum of 2 quarters · filed 2012-11-07 | $24.13M 10-Q · filed 2012-11-07 | |
| 2011-06-30 | $8.04M 10-Q · filed 2012-08-06 | $16.08M 10-Q · filed 2012-08-06 | ||
| 2010-12-31 | $29.25M 10-K · filed 2013-02-27 |