Defined Benefit (Pension) · DOL Form 5500 · 2022

Moody's Corporation Pension Plan

Data updated 2026-08-11

$420M
Total assets
655
Participants
98th
Percentile by assets
$640,831
Avg per participant
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Official DOL plan name: Moody's Corporation Retirement Account · Sponsored by Moody's Corporation · New York · Finance & Insurance

$420M in assets, 655 participants

Moody's Corporation's Moody's Corporation Retirement Account reported $420M in total assets and 655 participants in its 2022 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.

  • 98th percentile by assets (of 139,126 plans)
  • #8,853 in Finance & Insurance (9,261 peers)

Where Moody's Corporation Retirement Account sits by assets

Moody's Corporation Retirement Account sits in the top 5% of all filed plans by assets, $420M for 655 participants (~$640,831/participant), down 22.8% in 2022.

$420M
total plan assets (2022 EOY)
655
covered participants
98th
percentile by assets (of 139,126 plans)
$640,831
avg assets per participant

The plan reported a net loss of $124M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Moody's Corporation Retirement Account sits by total assets

Moody's Corporation Retirement Account vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$419,744,000 Top 2% higher than 98% of 139,123 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 2022

State

Moody's Corporation Retirement Account vs the 2022 asset distribution

By assets, Moody's Corporation Retirement Account outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$544M
Net Assets (End of Year)$419M
Net Income-$124M
Employer EIN133998945
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moody's Corporation)

$1.5B$2B$2.5B$3B 202220232024 $1.84B $2.54B ▲ +38.0%
Total plan assets by year, all Moody's Corporation plans on file
Year Plans Participants Total Assets
2022 2 5,378 $1.8B
2023 2 5,665 $2.2B
2024 2 5,793 $2.5B

Nearby Defined Benefit (Pension) Plans in New York

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

Moody's Corporation Retirement Account vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Moody's Corporation Retirement Account vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Moody's Corporation …IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
Moody's Corporation Retirement Account vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Moody's Corporation Retirement Account by total assets, not by location.

Frequently Asked Questions

How did Moody's Corporation Retirement Account assets move in 2022?
Moody's Corporation Retirement Account declined sharply - down 22.8% during 2022, from $544M to $420M. Reported net income was -$124M.
How have Moody's Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Moody's Corporation's sponsor-wide assets grew 38.4%, from $1.8B to $2.5B.
Where does Moody's Corporation Retirement Account rank by assets among Form 5500 filers?
Moody's Corporation Retirement Account ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Moody's Corporation Retirement Account?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Union Local 919 & Contributing Employers' Food Pension Fund in CT ($420M, 4,467 participants).

Next read for Moody's Corporation Retirement Account

Scale reading

Ways to act on Moody's Corporation Retirement Account's numbers.