401(k) · DOL Form 5500 · 2022
Talen Montana, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $98,277
- Avg per participant Below avg balance/head
Official DOL plan name: Talen Montana Savings Plan · Sponsored by Talen Montana, LLC · Texas · Utilities
$11M in assets, 117 participants
Talen Montana, LLC's Talen Montana Savings Plan reported $11M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #226 in Utilities (738 peers)
Coverage in Texas
Talen Montana Savings Plan covers 117 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $11M.
- #226
- in Utilities (738 peers)
- -8.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Talen Montana Savings Plan's outsized position by total assets
Talen Montana Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,498,411 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Talen Montana Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talen Montana Savings Plan sits mid-pack in the medium band (117 participants).
EBSA filing schedule strip
Filing strip 541928759 · Talen Montana, LLC PY 2022 · 401(k)
Talen Montana Savings Plan · $11M · 117 · 68th
- TYPE $11M
- TYPE 117
- TYPE 68th
- TYPE 401(k)
- TYPE near Integra Biosciences Corp 401(k) Plan
- TYPE ind #226
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in Texas →
Talen Montana Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$1M |
| Employer EIN | 541928759 |
| Plan Effective Date | 2017-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Talen Montana, LLC)
Sponsor-wide plan assets over time
All Talen Montana, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $208M 17.309794394795556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 393 | $251M |
| 2023 | 3 | 385 | $247M |
| 2024 | 3 | 376 | $208M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Talen Montana Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Integra Biosciences Corp 401(k) Plan in NH ($11M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.