401(k) · DOL Form 5500 · 2023

Talen Montana, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
131
Participants Small participant base
81st
Percentile by assets National rank
$270,164
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Talen Montana Legacy Savings Plan · Sponsored by Talen Montana, LLC · Texas · Utilities

$35M in assets, 131 participants

Talen Montana, LLC's Talen Montana Legacy Savings Plan reported $35M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #330 in Utilities (721 peers)

Coverage in Texas

Talen Montana Legacy Savings Plan covers 131 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $35M.

#330
in Utilities (721 peers)
+5.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Talen Montana Legacy Savings Plan's outsized position by total assets

Talen Montana Legacy Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,391,454 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Talen Montana Legacy Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talen Montana Legacy Savings Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talen Montana Legacy Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Talen Montana Legacy Savings Plan reported participants fell from 138 in the plan year 2022 filing to 131 in the plan year 2023 filing.
  • Talen Montana Legacy Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541928759 · Talen Montana, LLC PY 2023 · 401(k)

Talen Montana Legacy Savings Plan · $35M · 131 · 81st

  • VS-ST $35M
  • BOY 131
  • SCH 81st
  • EBSA 401(k)
  • PART near The Everfast, Inc. 401(k) Retirement Plan
  • TYPE ind #330

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 Legacy Savings Plan in the asset neighbourhood

Replacement Parts, Inc. 401(k) Retirement Savings PlanReplacement Parts, Inc. 401(…$35MTalen Montana Legacy Savings PlanTalen Montana Legacy Savings…$35MThe Everfast, Inc. 401(k) Retirement PlanThe Everfast, Inc. 401(k) Re…$35MThe Fisher Barton Group Retirement PlanThe Fisher Barton Group Reti…$35MCb&s Bank 401(k) Profit Sharing PlanCb&s Bank 401(k) Profit Shar…$35M
End-of-year total assets ($M) among Talen Montana Legacy Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN541928759
Plan Effective Date2015-06-01
Filing StatusFILING 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
$200M$220M$240M$260M 202220232024 $251M $208M ▼ -17.3%
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.

Talen Montana Legacy Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Talen Montana Legacy Savings Plan, Total assets ($B): 0.035391454 · Participants: 131Talen Montana Legacy Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Talen Montana Legacy Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Talen Montana Legacy Savings Plan side-by-side with 3 peers →

Talen Montana Legacy Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Everfast, Inc. 401(k) Retirement Plan in PA ($35M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Talen Montana Legacy Savings Plan assets move in 2023? ▼
Talen Montana Legacy Savings Plan edged up modestly - up 5.0% during 2023, from $34M to $35M. Reported net income was $2M.
How have Talen Montana, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talen Montana, LLC's sponsor-wide assets declined 17.3%, from $251M to $208M.
Where does Talen Montana Legacy Savings Plan rank by assets among Form 5500 filers? ▼
Talen Montana Legacy Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Talen Montana Legacy Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Everfast, Inc. 401(k) Retirement Plan in PA ($35M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Talen Montana Legacy Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541928759.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.