ESOP · DOL Form 5500 · 2023

Moodys Market, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
152
Participants Small participant base
62nd
Percentile by assets National rank
$75,510
Avg per participant Below avg balance/head
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Official DOL plan name: Moody's Market, Inc. Employee Stock Ownership Plan · Sponsored by Moodys Market, Inc. · Montana · Retail Trade

$11M in assets, 152 participants

Moodys Market, Inc.'s Moody's Market, Inc. Employee Stock Ownership Plan reported $11M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,108 in Retail Trade (8,414 peers)

Moodys Market, Inc. multi-year trail

Moodys Market, Inc.'s plans moved +20.9% in assets from 2022 to 2024; this filing shows Moody's Market, Inc. Employee Stock Ownership Plan at $11M / 152 participants.

#6,108
in Retail Trade (8,414 peers)
+21.0%
assets growth YoY

Moody's Market, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Moody's Market, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,477,500 Top 38% higher than 62% 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's Market, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moody's Market, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moody's Market, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Moody's Market, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Moody's Market, Inc. Employee Stock Ownership Plan reported participants rose from 147 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810307747 · Moodys Market, Inc. PY 2023 · ESOP

Moody's Market, Inc. Employee Stock Ownership Plan · $11M · 152 · 62nd

  • BOOK $11M
  • BOOK 152
  • BOOK 62nd
  • BOOK ESOP
  • BOOK near Quality General, Inc. Employee Stock Ownership Plan
  • BOOK ind #6108

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 What is an ESOP? → · Plans in Montana →

Moody's Market, Inc. Employee Stock Ownership Plan in the asset neighbourhood

G & M Electrical Contractors Co Employee Stock Ownership PlanG & M Electrical Contractors…$11MMoody's Market, Inc. Employee Stock Ownership PlanMoody's Market, Inc. Employe…$11MQuality General, Inc. Employee Stock Ownership PlanQuality General, Inc. Employ…$11MDurden Banking, Inc. Amended and Restated Employee Stock Ownership Stock Bonus PlanDurden Banking, Inc. Amended…$11MK-M Industries Holding Co., Inc. Employee Stock Ownership PlanK-M Industries Holding Co., …$11M
End-of-year total assets ($M) among Moody's Market, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Moodys Market, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moodys Market, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 20.93638010786822% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.48M $11.5M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 147 $9M
2023 1 152 $11M
2024 1 181 $11M

Moodys Market, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$7M
Net Income$2M
Employer EIN810307747
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

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

Moody's Market, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Moody's Market, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.4775 · Participants: 152Moody's Market, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 441.768786 · Participants: 824Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 149.547346 · Participants: 1474D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.207033 · Participants: 720Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.232679 · Participants: 278Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.920975 · Participants: 303Sletten, Inc. Employee Stock Ownership Plan
Moody's Market, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Moody's Market, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Moody's Market, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Quality General, Inc. Employee Stock Ownership Plan in HI ($11M); by covered participants it is Ameri-Force, Inc. Employee Stock Ownership Plan in FL (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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's Market, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Moody's Market, Inc. Employee Stock Ownership Plan grew sharply - up 21.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have Moodys Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moodys Market, Inc.'s sponsor-wide assets grew 20.9%, from $9M to $11M.
Which ESOP plans are similar in size to Moody's Market, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quality General, Inc. Employee Stock Ownership Plan in HI ($11M, 21 participants).
Which ESOP plans cover a similar participant headcount to Moody's Market, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ameri-Force, Inc. Employee Stock Ownership Plan in FL (152 participants, $7M 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 810307747.

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.