Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

REC ADVANCED SILICON MATERIALS, LLC

This Defined Benefit (Pension) plan holds $29M in total assets and serves 76 participants as of 2023. It is sponsored by REC ADVANCED SILICON MATERIALS, LLC in Montana. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$29M
Participants
76
State
Industry
Manufacturing

What the Filing Says About PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC

PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC is a Defined Benefit (Pension) retirement plan sponsored by REC ADVANCED SILICON MATERIALS, LLC, headquartered in Montana. As of the 2023 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 76 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 203097239, and the plan has been effective since 1990-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2023 to $29M at year-end — a gain of 4.3%. Net assets (after liabilities) closed the year at $29M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$1M
Plan TypeDefined Benefit (Pension)
Employer EIN203097239
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (REC ADVANCED SILICON MATERIALS, LLC)

Year Plans Participants Total Assets
2022 1 87 $27M
2023 1 76 $29M

Nearby Defined Benefit (Pension) Plans in Montana

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

Frequently Asked Questions

How much money is in the PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC?
As of the 2023 Form 5500 filing, PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC holds $29M in total assets with 76 participants. It is sponsored by REC ADVANCED SILICON MATERIALS, LLC.
What type of plan is PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC?
PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC is a Defined Benefit (Pension) plan. It has been effective since 1990-08-01. The plan is filed with the U.S. Department of Labor under EIN 203097239.
Who sponsors the PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC?
PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC is sponsored by REC ADVANCED SILICON MATERIALS, LLC, located in Montana. The sponsor's EIN is 203097239 and the plan operates in the Manufacturing industry.
How did PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC perform in 2023?
PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC grew by 4.3% during 2023, moving from $27M to $29M in total assets. Net income was $1M.
Where can I find official filings for PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC?
Official Form 5500 filings for PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203097239 or plan name at efast.dol.gov.
How does PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC compare to other plans?
You can compare PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC against other Defined Benefit (Pension) plans on the plan type page, or view plans in Montana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 203097239.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.