401(k) · DOL Form 5500 · 2022

Montana Retirement Choices Multiple Employer Plan Board of Directors 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
170
Participants Small participant base
52nd
Percentile by assets National rank
$31,207
Avg per participant Low balance/head
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Official DOL plan name: Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. · Sponsored by Montana Retirement Choices Multiple Employer Plan Board of Directors · New York · Retail Trade

$5M in assets, 170 participants

Montana Retirement Choices Multiple Employer Plan Board of Directors's Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. reported $5M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,846 in Retail Trade (9,519 peers)

Coverage in New York

Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $5M.

#5,846
in Retail Trade (9,519 peers)
-23.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc.'s mid-pack asset rank among Retail Trade and all filers

Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. vs every filed plan by assets

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

$5,305,160 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. 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. Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. sits mid-pack in the medium band (170 participants).

Plan-year Form 5500 strip

Filing strip 471571201 · Montana Retirement Choices Multiple Employer Plan Board of Directors PY 2022 · 401(k)

Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. · $5M · 170 · 52nd

  • EOY $5M
  • 5500 170
  • ASSETS 52nd
  • PCT 401(k)
  • EIN near Hobie Cat Company II 401(k) Plan
  • RANK ind #5846

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 Retail Trade retirement plans → · Plans in New York →

Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. in the asset neighbourhood

Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc.Montana Retirement Choices M…$5MHobie Cat Company II 401(k) PlanHobie Cat Company II 401(k) …$5MAbha Architects Inc 401(k) Profit Sharing Plan & TrustAbha Architects Inc 401(k) P…$5MFindlay's Tall Timbers Distribution Center, LLC 401(k) Profit Sharing PlanFindlay's Tall Timbers Distr…$5MNorthwood Deaconess Health Center 401 (K) PlanNorthwood Deaconess Health C…$5M
End-of-year total assets ($M) among Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN471571201
Plan Effective Date1992-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montana Retirement Choices Multiple Employer Plan Board of Directors)

Sponsor-wide plan assets over time

All Montana Retirement Choices Multiple Employer Plan Board of Directors plans reported in each filing year

Latest sponsor-wide plan assets
$22M 12.117091443301012% vs 2022
2023 filing year
$21M$22M$23M$24M$25M$26M 20222023 $25M $22M ▼ -12.1%
Year Plans Participants Total Assets
2022 2 791 $25M
2023 1 642 $22M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc., Total assets ($B): 0.00530516 · Participants: 170Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc.IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. side-by-side with 3 peers →

Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hobie Cat Company II 401(k) Plan in CA ($5M); by covered participants it is Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust in WA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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.

Frequently Asked Questions

How did Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. assets move in 2022? ▼
Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc. declined sharply - down 23.1% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Montana Retirement Choices Multiple Employer Plan Board of Directors plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Montana Retirement Choices Multiple Employer Plan Board of Directors's sponsor-wide assets declined 12.1%, from $25M to $22M.
Which 401(k) plans are similar in size to Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Hobie Cat Company II 401(k) Plan in CA ($5M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Montana Retirement Choices Multiple Employer Plan as Adopted by Moody's Market, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust in WA (170 participants, $60M in assets).

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 471571201.

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.