401(k) · DOL Form 5500 · 2023
Moodys Corporation 401(k) Plan
Data updated 2026-08-06
- $1.8B
- Total assets
- 5,095
- Participants
- 99th
- Percentile by assets
- $343,649
- Avg per participant
Official DOL plan name: Profit Participation Plan of Moody's Corporation · Sponsored by Moodys Corporation · New York · Finance & Insurance
$1.8B in assets, 5,095 participants
Moodys Corporation's Profit Participation Plan of Moody's Corporation reported $1.8B in total assets and 5,095 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #8,710 in Finance & Insurance (8,852 peers)
Coverage in New York
Profit Participation Plan of Moody's Corporation covers 5,095 participants in New York, 6.4x the typical New York plan (state average ~795 per filing). Assets: $1.8B.
- $1.8B
- total plan assets (2023 EOY)
- 5,095
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $343,649
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Profit Participation Plan of Moody's Corporation reported net income rose from -$252M in the plan year 2022 filing to $332M in the plan year 2023 filing.
- Profit Participation Plan of Moody's Corporation end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
- Profit Participation Plan of Moody's Corporation reported participants rose from 4,723 in the plan year 2022 filing to 5,095 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Profit Participation Plan of Moody's Corporation reports 5,095 participants - 6.4x that state average ($1.8B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $332M |
| Employer EIN | 133998945 |
| Plan Effective Date | 2000-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moodys Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,378 | $1.8B |
| 2023 | 2 | 5,665 | $2.2B |
| 2024 | 2 | 5,793 | $2.5B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Profit Participation Plan of Moody's Corporation vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Profit Participation Plan of Moody's Corporation
Profit Participation Plan of Moody's Corporation reports $1.8B in end-of-year assets across 5,095 participants (0.015% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $343,649 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $332M.
This plan identity (EIN 133998945, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $2.1B (+46.9%) while covered participants moved from 4,723 to 5,247 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,723 | $1.4B | Open filing |
| 2023 | 5,095 | $1.8B | This page |
| 2024 · index core | 5,247 | $2.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Profit Participation Plan of Moody's Corporation (401(k), $2.1B, 5,247 participants)
- Moody's Corporation Retirement Account (Defined Benefit (Pension), $460M, 546 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Profit Participation Plan of Moody's Corporation by total assets, not by location.
- Autodesk 401(k) Plan (CA) $1.7B · 5,684
- The Profit Sharing and Savings Plan of Graybar Electric Company, Inc. (MO) $1.7B · 8,310
- Chevron Phillips Chemical Company LP 401(k) Savings and Profit Sharing Plan (TX) $1.7B · 4,486
- Oshkosh Corporation and Affiliates Tax Deferred Investment Plan (WI) $1.8B · 10,771
Frequently Asked Questions
How did Profit Participation Plan of Moody's Corporation assets move in 2023? ▼
How have Moodys Corporation plan assets changed over time? ▼
Where does Profit Participation Plan of Moody's Corporation rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Profit Participation Plan of Moody's Corporation? ▼
Next read for Profit Participation Plan of Moody's Cor…
Filing takeaways
Ways to act on Profit Participation Plan of Moody's Corporation's numbers.
- By total assets, Profit Participation Plan of Moody's Corporation ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Moodys Corporation's sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Finance & Insurance plans