Defined Benefit (Pension) · DOL Form 5500 · 2024

Talen Montana LLC Pension Plan

Data updated 2026-08-11

$208M
Total assets
113
Participants
94th
Percentile by assets
$1.8M
Avg per participant
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Official DOL plan name: Talen Montana Retirement Plan · Sponsored by Talen Montana LLC · Texas · Utilities

$208M in assets, 113 participants

Talen Montana LLC's Talen Montana Retirement Plan reported $208M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 123,622 plans)
  • #517 in Utilities (732 peers)

Coverage in Texas

Talen Montana Retirement Plan covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $208M.

$208M
total plan assets (2024 EOY)
113
covered participants
94th
percentile by assets (of 123,622 plans)
$1.8M
avg assets per participant

Where Talen Montana Retirement Plan sits by total assets

Talen Montana Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$207,619,434 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Talen Montana Retirement Plan reported net income rose from -$10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Talen Montana Retirement Plan reported participants fell from 125 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • Talen Montana Retirement Plan end-of-year assets rose from $195M in the plan year 2023 filing to $208M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Utilities

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Talen Montana Retirement Plan reports 113 participants - about 16% of that state average ($208M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$195M
Net Assets (End of Year)$207M
Net Income$12M
Employer EIN541928759
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Talen Montana LLC)

$200M$220M$240M$260M 202220232024 $251M $208M ▼ -17.3%
Total plan assets by year, all Talen Montana LLC plans on file
Year Plans Participants Total Assets
2022 3 393 $251M
2023 3 385 $247M
2024 3 376 $208M

Nearby Defined Benefit (Pension) Plans in Texas

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

Talen Montana Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Talen Montana Retire…, Total assets ($B): 0.207619434 · Participants: 113Talen Montana Retire…AT&T Pension Benefit…, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit…Exxonmobil Pension P…, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension P…Chevron Retirement P…, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement P…Shell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Ret…, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Ret…
Talen Montana Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Talen Montana Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Talen Montana Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Talen Montana Retirement Plan assets move in 2024? ▼
Talen Montana Retirement Plan grew at a solid clip - up 6.2% during 2024, from $195M to $208M. Reported net income was $12M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Talen Montana Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Talen Montana Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Civil Service Employees Association, Inc. Pension Plan in NY ($208M, 300 participants).

Next read for Talen Montana Retirement Plan

Filing takeaways

Ways to act on Talen Montana Retirement Plan's numbers.

  • By total assets, Talen Montana Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
  • Talen Montana LLC's sponsor-wide assets have declined 17.3% since 2022 across 3 plan years on file. More Utilities plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.