401(k) · DOL Form 5500 · 2024

Moodys Corporation 401(k) Plan

Data updated 2026-08-06

$2.1B
Total assets
5,247
Participants
99th
Percentile by assets
$397,335
Avg per participant
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Official DOL plan name: Profit Participation Plan of Moody's Corporation · Sponsored by Moodys Corporation · New York · Finance & Insurance

$2.1B in assets, 5,247 participants

Moodys Corporation's Profit Participation Plan of Moody's Corporation reported $2.1B in total assets and 5,247 participants in its 2024 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 116,472 plans)
  • #8,110 in Finance & Insurance (8,240 peers)

Coverage in New York

Profit Participation Plan of Moody's Corporation covers 5,247 participants in New York, 6.6x the typical New York plan (state average ~795 per filing). Assets: $2.1B.

$2.1B
total plan assets (2024 EOY)
5,247
covered participants
99th
percentile by assets (of 116,472 plans)
$397,335
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Participation Plan of Moody's Corporation end-of-year assets rose from $1.8B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.
  • Profit Participation Plan of Moody's Corporation reported participants rose from 5,095 in the plan year 2023 filing to 5,247 in the plan year 2024 filing.
  • Profit Participation Plan of Moody's Corporation reported net income rose from $332M in the plan year 2023 filing to $334M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

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 5,247 participants - 6.6x that state average ($2.1B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$2.1B
Net Income$334M
Employer EIN133998945
Plan Effective Date2000-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Moodys Corporation)

$1.5B$2B$2.5B$3B 202220232024 $1.84B $2.54B ▲ +38.0%
Total plan assets by year, all Moodys 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 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

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…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
Profit Participation Plan of Moody's Corporation vs. nearby 401(k) plans in New York, assets vs. participants

Scale composition for Profit Participation Plan of Moody's Corporation

Profit Participation Plan of Moody's Corporation reports $2.1B in end-of-year assets across 5,247 participants (0.018% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $397,335 per participant (2.9x the national average assets-per-participant) . Net income for plan year 2024 was $334M.

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 Open filing
2024 · index core 5,247 $2.1B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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.

Frequently Asked Questions

How did Profit Participation Plan of Moody's Corporation assets move in 2024?
Profit Participation Plan of Moody's Corporation grew sharply - up 19.1% during 2024, from $1.8B to $2.1B. Reported net income was $334M.
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 116,472 plans that reported assets for plan year 2024 (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 Teledyne Technologies Incorporated 401(k) Plan in CA ($2.1B, 8,893 participants).

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Filing takeaways

Ways to act on Profit Participation Plan of Moody's Corporation's numbers.