401(k) · DOL Form 5500 · 2023

Moodys Corporation 401(k) Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
5,095
Participants Above avg headcount
99th
Percentile by assets National rank
$343,649
Avg per participant High balance/head
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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.

  • #8,727 in Finance & Insurance (8,869 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 ~798 per filing). Assets: $1.8B.

#8,727
in Finance & Insurance (8,869 peers)
+23.4%
assets growth YoY
18×
vs typical plan assets (national mean)

Profit Participation Plan of Moody's Corporation's outsized position by total assets

Profit Participation Plan of Moody's Corporation vs every filed plan by assets

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

$1,750,893,654 Top 1% higher than 99% 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

Profit Participation Plan of Moody's Corporation's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Participation Plan of Moody's Corporation lands in the large band (5,095 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133998945 · Moodys Corporation PY 2023 · 401(k)

Profit Participation Plan of Moody's Corporation · $1.8B · 5,095 · 99th

  • EOY $1.8B
  • EOY 5,095
  • EOY 99th
  • EOY 401(k)
  • EOY near Autodesk 401(k) Plan
  • EOY ind #8727

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 →

Profit Participation Plan of Moody's Corporation in the asset neighbourhood

Oshkosh Corporation and Affiliates Tax Deferred Investment PlanOshkosh Corporation and Affi…$1.8BProfit Participation Plan of Moody's CorporationProfit Participation Plan of…$1.8BAutodesk 401(k) Plan$1.7BThe Profit Sharing and Savings Plan of Graybar Electric Company, Inc.The Profit Sharing and Savin…$1.7BChevron Phillips Chemical Company LP 401(k) Savings and Profit Sharing PlanChevron Phillips Chemical Co…$1.7B
End-of-year total assets ($B) among Profit Participation Plan of Moody's Corporation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.8B
Net Income$332M
Employer EIN133998945
Plan Effective Date2000-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Moodys Corporation)

Sponsor-wide plan assets over time

All Moodys 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 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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Profit Participation Plan of Moody's Corporation, Total assets ($B): 1.750893654 · Participants: 5095Profit Participation Plan of Moody's CorporationIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Profit Participation Plan of Moody's Corporation vs. nearby 401(k) plans in New York, assets vs. participants
Compare Profit Participation Plan of Moody's Corporation side-by-side with 3 peers →

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 (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 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's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Autodesk 401(k) Plan in CA ($1.7B); by covered participants it is Prohealth Retirement Savings Plan in WI (5,094 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,095 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 Profit Participation Plan of Moody's Corporation assets move in 2023? ▼
Profit Participation Plan of Moody's Corporation grew sharply - up 23.4% during 2023, from $1.4B to $1.8B. Reported net income was $332M.
How have Moodys Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moodys Corporation's sponsor-wide assets grew 38.4%, from $1.8B to $2.5B.
Where does Profit Participation Plan of Moody's Corporation rank by assets among Form 5500 filers? ▼
Profit Participation Plan of Moody's Corporation ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Profit Participation Plan of Moody's Corporation? ▼
Among 401(k) plans in other states, the closest by assets is Autodesk 401(k) Plan in CA ($1.7B, 5,684 participants).
Which 401(k) plans cover a similar participant headcount to Profit Participation Plan of Moody's Corporation? ▼
Among 401(k) plans in other states, the closest by covered participants is Prohealth Retirement Savings Plan in WI (5,094 participants, $613M 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.