TALEN MONTANA RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
TALEN MONTANA LLC
This Defined Benefit (Pension) plan holds $208M in total assets and serves 113 participants as of 2024. It is sponsored by TALEN MONTANA LLC in Texas. The plan reported positive net income of $12M for the year.
What the Filing Says About TALEN MONTANA RETIREMENT PLAN
TALEN MONTANA RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by TALEN MONTANA LLC, headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $208M in total end-of-year assets and covers 113 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 541928759, and the plan has been effective since 1999-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $195M at the beginning of 2024 to $208M at year-end — a gain of 6.2%. Net assets (after liabilities) closed the year at $207M, with reported net income of $12M 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 2 prior plan-year filings 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) | $195M |
| Total Assets (End of Year) | $208M |
| Net Assets (End of Year) | $207M |
| Net Income | $12M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 541928759 |
| Plan Effective Date | 1999-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (TALEN MONTANA LLC)
| 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.
- AT&T PENSION BENEFIT PLAN $30.0B · 107,859
- SHELL PENSION PLAN $15.1B · 12,215
- EXXONMOBIL PENSION PLAN $12.0B · 22,551
- CATERPILLAR INC. RETIREMENT INCOME PLAN $9.8B · 12,138
- BP RETIREMENT ACCUMULATION PLAN $5.5B · 9,360
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the TALEN MONTANA RETIREMENT PLAN? ▼
What type of plan is TALEN MONTANA RETIREMENT PLAN? ▼
Who sponsors the TALEN MONTANA RETIREMENT PLAN? ▼
How did TALEN MONTANA RETIREMENT PLAN perform in 2024? ▼
Where can I find official filings for TALEN MONTANA RETIREMENT PLAN? ▼
How does TALEN MONTANA RETIREMENT PLAN compare to other plans? ▼
Explore PlainRetire
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.
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.
Read our methodology — how this data is sourced, computed, and verified.