401(k) · DOL Form 5500 · 2024
Moodys Corporation 401(k) Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 5,247
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $397,335
- Avg per participant High balance/head
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.
- #8,416 in Finance & Insurance (8,549 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 ~798 per filing). Assets: $2.1B.
- #8,416
- in Finance & Insurance (8,549 peers)
- +19.1%
- assets growth YoY
- 21×
- 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 2024 · DOL Form 5500
$2,084,814,436 Top 1% higher than 99% 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
Profit Participation Plan of Moody's Corporation's large-plan peer group by participant headcount
Plan-year 2024 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 (5,247 participants).
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.
Form 5500 schedule snapshot
Filing strip 133998945 · Moodys Corporation PY 2024 · 401(k)
Profit Participation Plan of Moody's Corporation · $2.1B · 5,247 · 99th
- VS-ST $2.1B
- VS-ST 5,247
- VS-ST 99th
- VS-ST 401(k)
- VS-ST near Teledyne Technologies Incorporated 401(k) Plan
- VS-ST ind #8416
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
New York filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $334M |
| Employer EIN | 133998945 |
| Plan Effective Date | 2000-09-30 |
| Filing Status | FILING 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
| 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.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
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 (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 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:
- Moody's Corporation Retirement Account (Defined Benefit (Pension), $460M, 546 participants)
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 Teledyne Technologies Incorporated 401(k) Plan in CA ($2.1B); by covered participants it is Solaris 401(k) Plan in FL (5,247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Teledyne Technologies Incorporated 401(k) Plan (CA) $2.1B · 8,893
- General Dynamics Corporation 401(k) Plan for Represented Employees (VA) $2.1B · 17,637
- Dassault Systemes Employee Savings Plan Plus (MA) $2.1B · 6,105
- Quad/Graphics Diversified Plan (WI) $2.1B · 9,601
Similar participant headcount
Nearest other-state filings by covered participants (5,247 participants); asset peers above are excluded.
- Solaris 401(k) Plan (FL) 5,247 · 0 off
- Amsted Industries Employees Capital Accumulation Plan (IL) 5,243 · 4 off
- Hc Salon Holdings 401(k) Plan (VA) 5,253 · 6 off
- Hub Group Employee Profit Sharing and Trust Plan (IL) 5,239 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.