Defined Benefit (Pension) · DOL Form 5500 · 2023

Moody's Corporation Pension Plan

Data updated 2026-08-25

$449M
Total assets Above avg plan size
570
Participants Below avg headcount
97th
Percentile by assets National rank
$787,768
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moody's Corporation Retirement Account · Sponsored by Moody's Corporation · New York · Finance & Insurance

$449M in assets, 570 participants

Moody's Corporation's Moody's Corporation Retirement Account reported $449M in total assets and 570 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,439 in Finance & Insurance (8,869 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, $449M for 570 participants (~$787,768/participant), up 7.0% in 2023.

#8,439
in Finance & Insurance (8,869 peers)
+7.0%
assets growth YoY
4.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$449,028,000 Top 3% higher than 97% 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 Corporation Retirement Account 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 Corporation Retirement Account sits mid-pack in the medium band (570 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moody's Corporation Retirement Account reported net income rose from -$124M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Moody's Corporation Retirement Account reported participants fell from 655 in the plan year 2022 filing to 570 in the plan year 2023 filing.
  • Moody's Corporation Retirement Account end-of-year assets rose from $420M in the plan year 2022 filing to $449M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133998945 · Moody's Corporation PY 2023 · Defined Benefit (Pension)

Moody's Corporation Retirement Account · $449M · 570 · 97th

  • 5500 $449M
  • 5500 570
  • 5500 97th
  • 5500 Defined Benefit (Pension)
  • 5500 near Parkview Health System, Inc. Employees Pension Plan
  • 5500 ind #8439

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

Ufcw Union Local 919 & Contributing Employers' Food Pension FundUfcw Union Local 919 & Contr…$450MCrh Americas Pension Plan$450MParkview Health System, Inc. Employees Pension PlanParkview Health System, Inc.…$449MMoody's Corporation Retirement AccountMoody's Corporation Retireme…$449MAbbvie Puerto Rico Pension PlanAbbvie Puerto Rico Pension P…$449M
End-of-year total assets ($M) among Moody's Corporation Retirement Account and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$420M
Net Assets (End of Year)$449M
Net Income$29M
Employer EIN133998945
Plan Effective Date2000-10-01
Filing StatusFILING 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
$1.5B$2B$2.5B$3B 202220232024 $1.84B $2.54B ▲ +38.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Moody's Corporation Retirement Account, Total assets ($B): 0.449028 · Participants: 570Moody's Corporation Retirement AccountIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Moody's Corporation Retirement Account vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Moody's Corporation Retirement Account side-by-side with 3 peers →

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 Parkview Health System, Inc. Employees Pension Plan in IN ($449M); by covered participants it is L3harris Integrated Systems Pension Plan for Greenville Hourly Employees in FL (570 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($449M here).

Similar participant headcount

Nearest other-state filings by covered participants (570 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 Corporation Retirement Account assets move in 2023? ▼
Moody's Corporation Retirement Account grew at a solid clip - up 7.0% during 2023, from $420M to $449M. Reported net income was $29M.
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 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Parkview Health System, Inc. Employees Pension Plan in IN ($449M, 1,492 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Moody's Corporation Retirement Account? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is L3harris Integrated Systems Pension Plan for Greenville Hourly Employees in FL (570 participants, $182M 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 133998945.

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.