Defined Benefit (Pension) · DOL Form 5500 · 2023

Talen Energy Supply, LLC Pension Plan

Data updated 2026-08-25

$768M
Total assets Above avg plan size
831
Participants Near avg headcount
98th
Percentile by assets National rank
$924,290
Avg per participant High balance/head
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Official DOL plan name: Talen Energy Retirement Plan · Sponsored by Talen Energy Supply, LLC · Texas · Utilities

$768M in assets, 831 participants

Talen Energy Supply, LLC's Talen Energy Retirement Plan reported $768M in total assets and 831 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #621 in Utilities (721 peers)

Where Talen Energy Retirement Plan sits by assets

Talen Energy Retirement Plan sits in the top 5% of all filed plans by assets, $768M for 831 participants (~$924,290/participant), down 3.5% in 2023.

#621
in Utilities (721 peers)
-3.5%
assets change YoY
7.7×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Talen Energy Retirement Plan's outsized position by total assets

Talen Energy Retirement Plan vs every filed plan by assets

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

$768,085,283 Top 2% higher than 98% 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 Energy Retirement 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 Energy Retirement Plan sits mid-pack in the medium band (831 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talen Energy Retirement Plan reported net income rose from -$106M in the plan year 2022 filing to -$24M in the plan year 2023 filing.
  • Talen Energy Retirement Plan reported participants fell from 880 in the plan year 2022 filing to 831 in the plan year 2023 filing.
  • Talen Energy Retirement Plan end-of-year assets fell from $796M in the plan year 2022 filing to $768M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 233074920 · Talen Energy Supply, LLC PY 2023 · Defined Benefit (Pension)

Talen Energy Retirement Plan · $768M · 831 · 98th

  • EBSA $768M
  • PART 831
  • TYPE 98th
  • NET Defined Benefit (Pension)
  • BOOK near American Chemical Society Retirement Plan
  • VS-ST ind #621

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 Energy Retirement Plan in the asset neighbourhood

American Chemical Society Retirement PlanAmerican Chemical Society Re…$769MTalen Energy Retirement Plan$768MDivision 1181 Atu- Ny Employees Pension Fund and PlanDivision 1181 Atu- Ny Employ…$767MThe Depository Trust & Clearing Corporation Retirement PlanThe Depository Trust & Clear…$767MNational Fuel Gas Company Retirement PlanNational Fuel Gas Company Re…$766M
End-of-year total assets ($M) among Talen Energy Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$796M
Net Assets (End of Year)$768M
Net Income-$24M
Employer EIN233074920
Plan Effective Date2015-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Talen Energy Supply, LLC)

Sponsor-wide plan assets over time

All Talen Energy Supply, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 14.319699782700102% vs 2022
2024 filing year
$1.2B$1.3B$1.4B$1.5B 202220232024 $1.26B $1.44B ▲ +14.3%
Year Plans Participants Total Assets
2022 2 2,653 $1.3B
2023 2 2,699 $1.3B
2024 2 2,528 $1.4B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Talen Energy Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Talen Energy Retirement Plan, Total assets ($B): 0.768085283 · Participants: 831Talen Energy Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Talen Energy Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Talen Energy Retirement Plan side-by-side with 3 peers →

Talen Energy Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is American Chemical Society Retirement Plan in DC ($769M); by covered participants it is Oakwood Healthcare, Inc. Union Cash Balance Plan in MI (831 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (831 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 Energy Retirement Plan assets move in 2023? ▼
Talen Energy Retirement Plan edged down modestly - down 3.5% during 2023, from $796M to $768M. Reported net income was -$24M.
How have Talen Energy Supply, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talen Energy Supply, LLC's sponsor-wide assets grew 14.3%, from $1.3B to $1.4B.
Where does Talen Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Talen Energy Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Talen Energy Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Chemical Society Retirement Plan in DC ($769M, 610 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Talen Energy Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Oakwood Healthcare, Inc. Union Cash Balance Plan in MI (831 participants, $42M 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 233074920.

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.