Other
2022 plan-year Other DOL Form 5500

Moody's Co-Worker Owned Employee Stock Ownership Plan

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

Sponsored by Moody's Co-Worker Owned, Inc. Dba Moody's Collision Centers · Maine · Other Services

What the 2023 filing shows

Moody's Co-Worker Owned Employee Stock Ownership Plan holds $25M for 236 participants — about $107,577 per participant, up 9.3% over the 2022 plan year.

$25M
total plan assets (2022 EOY)
236
covered participants
$107,577
avg assets per participant
+9.3%
assets growth YoY
Total Assets (2023)
$25M
Participants
236
State
Industry
Other Services

What the Filing Says About Moody's Co-Worker Owned Employee Stock Ownership Plan

Moody's Co-Worker Owned Employee Stock Ownership Plan is a Other retirement plan sponsored by Moody's Co-Worker Owned, Inc. Dba Moody's Collision Centers, headquartered in Maine. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 236 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 161645516, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $25M at year-end — a gain of 9.3%. Net assets (after liabilities) closed the year at $18M, with reported net income of $3M 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)$23M
Total Assets (End of Year)$25M
Net Assets (End of Year)$18M
Net Income$3M
Plan TypeOther
Employer EIN161645516
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moody's Co-Worker Owned, Inc. Dba Moody's Collision Centers)

Year Plans Participants Total Assets
2022 2 469 $31M
2023 2 468 $39M
2024 2 493 $48M

Nearby Other Plans in Maine

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Moody's Co-Worker Owned Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Moody's Co-Worker Owned Employee Stock Ownership Plan holds $25M in total assets with 236 participants. It is sponsored by Moody's Co-Worker Owned, Inc. Dba Moody's Collision Centers.
What type of plan is Moody's Co-Worker Owned Employee Stock Ownership Plan?
Moody's Co-Worker Owned Employee Stock Ownership Plan is a Other plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 161645516.
Who sponsors the Moody's Co-Worker Owned Employee Stock Ownership Plan?
Moody's Co-Worker Owned Employee Stock Ownership Plan is sponsored by Moody's Co-Worker Owned, Inc. Dba Moody's Collision Centers, located in Maine. The sponsor's EIN is 161645516 and the plan operates in the Other Services industry.
How did Moody's Co-Worker Owned Employee Stock Ownership Plan perform in 2022?
Moody's Co-Worker Owned Employee Stock Ownership Plan grew by 9.3% during 2022, moving from $23M to $25M in total assets. Net income was $3M.
Where can I find official filings for Moody's Co-Worker Owned Employee Stock Ownership Plan?
Official Form 5500 filings for Moody's Co-Worker Owned Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161645516 or plan name at efast.dol.gov.
How does Moody's Co-Worker Owned Employee Stock Ownership Plan compare to other plans?
You can compare Moody's Co-Worker Owned Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Maine 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 161645516.

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