401(k) · DOL Form 5500 · 2024
Moody & Associates Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $241,613
- Avg per participant Above avg balance/head
Official DOL plan name: Moody & Associates Inc. Retirement Plan · Sponsored by Moody & Associates Inc. · Tennessee · Manufacturing
$2M in assets, 10 participants
Moody & Associates Inc.'s Moody & Associates Inc. Retirement Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #2,764 in Manufacturing (17,777 peers)
Moody & Associates Inc. multi-year trail
Moody & Associates Inc.'s plans moved +56.3% in assets from 2022 to 2024; this filing shows Moody & Associates Inc. Retirement Plan at $2M / 10 participants.
- #2,764
- in Manufacturing (17,777 peers)
- -5.6%
- assets change YoY
The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Moody & Associates Inc. Retirement Plan among the smaller filed plans by assets
Moody & Associates Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,416,133 31st percentile higher than 31% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Moody & Associates Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moody & Associates Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Moody & Associates Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$143K in the plan year 2024 filing.
- Moody & Associates Inc. Retirement Plan reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
- Moody & Associates Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 320431825 · Moody & Associates Inc. PY 2024 · 401(k)
Moody & Associates Inc. Retirement Plan · $2M · 10 · 31st
- ASSETS $2M
- ASSETS 10
- ASSETS 31st
- ASSETS 401(k)
- ASSETS near Hastings Enterprises, Inc. 401(k) Plan
- ASSETS ind #2764
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 Manufacturing retirement plans → · Plans in Tennessee →
Moody & Associates Inc. Retirement Plan in the asset neighbourhood
Moody & Associates Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Moody & Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 56.25829833991164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 10 | $2M |
Moody & Associates Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$143K |
| Employer EIN | 320431825 |
| Plan Effective Date | 2014-01-23 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Moody & Associates Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Hastings Enterprises, Inc. 401(k) Plan in ME ($2M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.