Defined Benefit (Pension) · DOL Form 5500 · 2023

Moody's Corporation Pension Plan

Data updated 2026-08-11

$449M
Total assets
570
Participants
97th
Percentile by assets
$787,768
Avg per participant
PlainRetire home → About this data

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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$449M
total plan assets (2023 EOY)
570
covered participants
97th
percentile by assets (of 127,072 plans)
$787,768
avg assets per participant

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 →

State
New York
Industry
Finance & Insurance

Moody's Corporation Retirement Account vs the 2023 asset distribution

By assets, Moody's Corporation Retirement Account outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.5x the national average plan size of $100M (721 average participants).

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)

$1.5B$2B$2.5B$3B 202220232024 $1.84B $2.54B ▲ +38.0%
Total plan assets by year, all Moody's Corporation plans on file
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

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 …IBM Personal Pension…Consolidated Edison …1199seiu Health Care…Pfizer Consolidated …Pepsico Employees Re…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Moody's Corporation Retirement Account by total assets, not by location.

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).

Next read for Moody's Corporation Retirement Account

Scale reading

Ways to act on Moody's Corporation Retirement Account's numbers.

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.