Defined Benefit (Pension) · DOL Form 5500 · 2022
Moody's Corporation Pension Plan
Data updated 2026-08-25
- $420M
- Total assets Above avg plan size
- 655
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $640,831
- Avg per participant High balance/head
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.
- #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.
- #8,853
- in Finance & Insurance (9,261 peers)
- -22.8%
- assets change YoY
- 4.2×
- vs typical plan assets (national mean)
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.
Moody's Corporation Retirement Account's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Moody's Corporation Retirement Account among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moody's Corporation Retirement Account sits mid-pack in the medium band (655 participants).
Published 5500 schedule card
Filing strip 133998945 · Moody's Corporation PY 2022 · Defined Benefit (Pension)
Moody's Corporation Retirement Account · $420M · 655 · 98th
- 5500 $420M
- ASSETS 655
- PCT 98th
- EIN Defined Benefit (Pension)
- RANK near Ufcw Union Local 919 & Contributing Employers' Food Pension Fund
- PHOTO ind #8853
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →
Moody's Corporation Retirement Account in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $544M |
|---|---|
| Net Assets (End of Year) | $419M |
| Net Income | -$124M |
| Employer EIN | 133998945 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moody's Corporation)
Sponsor-wide plan assets over time
All Moody's Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 38.37527915572884% vs 2022
- 2024 filing year
| 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.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Moody's Corporation Retirement Account's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Ufcw Union Local 919 & Contributing Employers' Food Pension Fund in CT ($420M); by covered participants it is Southwestern Energy Company Pension Plan in TX (655 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($420M here).
- Ufcw Union Local 919 & Contributing Employers' Food Pension Fund (CT) $420M · 4,467
- Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees (MN) $421M · 536
- The Retirement Plan of Rady Childrens Hospital and Health Center (CA) $418M · 2,011
- Sbera Pension Plan as Adopted by Eastern Bank (MA) $422M · 1,758
Similar participant headcount
Nearest other-state filings by covered participants (655 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.