401(k) · DOL Form 5500 · 2023

Moody & Associates Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$319,935
Avg per participant High balance/head
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Official DOL plan name: Moody & Associates Inc. Retirement Plan · Sponsored by Moody & Associates Inc. · Tennessee · Manufacturing

$3M in assets, 8 participants

Moody & Associates Inc.'s Moody & Associates Inc. Retirement Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,242 in Manufacturing (18,722 peers)

Moody & Associates Inc. multi-year trail

Moody & Associates Inc.'s plans moved +56.3% in assets from 2022 to 2024; this filing shows Moody & Associates Inc. Retirement Plan at $3M / 8 participants.

#3,242
in Manufacturing (18,722 peers)
+65.5%
assets growth YoY

Moody & Associates Inc. Retirement Plan among the smaller filed plans by assets

Moody & Associates Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,559,482 33rd percentile higher than 33% of 127,068 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 2023

Moody & Associates Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moody & Associates Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moody & Associates Inc. Retirement Plan reported net income rose from $308K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Moody & Associates Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Moody & Associates Inc. Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320431825 · Moody & Associates Inc. PY 2023 · 401(k)

Moody & Associates Inc. Retirement Plan · $3M · 8 · 33rd

  • VS-ST $3M
  • BOY 8
  • SCH 33rd
  • EBSA 401(k)
  • PART near Cedar Haven Healthcare Center 401(k) Plan
  • TYPE ind #3242

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 Manufacturing retirement plans → · Plans in Tennessee →

Moody & Associates Inc. Retirement Plan in the asset neighbourhood

Moody & Associates Inc. Retirement PlanMoody & Associates Inc. Reti…$3MCedar Haven Healthcare Center 401(k) PlanCedar Haven Healthcare Cente…$3MUrban Strategies LLC 401(k) PlanUrban Strategies LLC 401(k) …$3MSmooth Bor Plastics 401(k) PlanSmooth Bor Plastics 401(k) P…$3MMany Farms Community School 401(k) PlanMany Farms Community School …$3M
End-of-year total assets ($M) among Moody & Associates Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Moody & Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moody & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 56.25829833991164% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.55M $2.42M ▲ +56.1%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 8 $3M
2024 1 10 $2M

Moody & Associates Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN320431825
Plan Effective Date2014-01-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Moody & Associates Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Moody & Associates Inc. Retirement Plan, Total assets ($B): 0.002559482 · Participants: 8Moody & Associates Inc. Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Moody & Associates Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Moody & Associates Inc. Retirement Plan side-by-side with 3 peers →

Moody & Associates Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Cedar Haven Healthcare Center 401(k) Plan in PA ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Moody & Associates Inc. Retirement Plan assets move in 2023? ▼
Moody & Associates Inc. Retirement Plan surged - up 65.5% during 2023, from $2M to $3M. Reported net income was $1M.
How have Moody & Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moody & Associates Inc.'s sponsor-wide assets grew 56.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Moody & Associates Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cedar Haven Healthcare Center 401(k) Plan in PA ($3M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Moody & Associates Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320431825.

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.