ESOP · DOL Form 5500 · 2024

Moodys Market, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
181
Participants Below avg headcount
59th
Percentile by assets National rank
$63,354
Avg per participant Low balance/head
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Official DOL plan name: Moody's Market, Inc. Employee Stock Ownership Plan · Sponsored by Moodys Market, Inc. · Montana · Retail Trade

$11M in assets, 181 participants

Moodys Market, Inc.'s Moody's Market, Inc. Employee Stock Ownership Plan reported $11M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,603 in Retail Trade (8,048 peers)

Moodys Market, Inc. multi-year trail

Moodys Market, Inc.'s plans moved +20.9% in assets from 2022 to 2024; this filing shows Moody's Market, Inc. Employee Stock Ownership Plan at $11M / 181 participants.

#5,603
in Retail Trade (8,048 peers)
-0.1%
assets change YoY

Moody's Market, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Moody's Market, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,467,115 Top 41% higher than 59% of 123,620 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 2024

Moody's Market, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moody's Market, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moody's Market, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $320K in the plan year 2024 filing.
  • Moody's Market, Inc. Employee Stock Ownership Plan reported participants rose from 152 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810307747 · Moodys Market, Inc. PY 2024 · ESOP

Moody's Market, Inc. Employee Stock Ownership Plan · $11M · 181 · 59th

  • VS-ST $11M
  • BOY 181
  • SCH 59th
  • EBSA ESOP
  • PART near Martin Bros./Marcowall, Inc. Employee Stock Ownership Plan
  • TYPE ind #5603

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 What is an ESOP? → · Plans in Montana →

Moody's Market, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Clark Dietz, Inc. Employee Stock Ownership PlanClark Dietz, Inc. Employee S…$11MCapital City Electric, Inc. Employee Stock Ownership PlanCapital City Electric, Inc. …$11MInfinite Campus, Inc. Employee Stock Ownership Plan and TrustInfinite Campus, Inc. Employ…$11MMoody's Market, Inc. Employee Stock Ownership PlanMoody's Market, Inc. Employe…$11MMartin Bros./Marcowall, Inc. Employee Stock Ownership PlanMartin Bros./Marcowall, Inc.…$11M
End-of-year total assets ($M) among Moody's Market, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Moodys Market, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moodys Market, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 20.93638010786822% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.48M $11.5M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 147 $9M
2023 1 152 $11M
2024 1 181 $11M

Moodys Market, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$6M
Net Income$320K
Employer EIN810307747
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Moody's Market, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600 Total assets ($M) Participants Moody's Market, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.467115 · Participants: 181Moody's Market, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 469.052794 · Participants: 968Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 175.622889 · Participants: 1519D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 108.549029 · Participants: 822Electrical Consultants, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 86.70244 · Participants: 339Sletten, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.09406 · Participants: 294Morrison-Maierle, Inc. Employee Stock Ownership Plan
Moody's Market, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Moody's Market, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Moody's Market, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Martin Bros./Marcowall, Inc. Employee Stock Ownership Plan in CA ($11M); by covered participants it is Katahdin Trust Company Employee Stock Ownership Plan in ME (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Moody's Market, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Moody's Market, Inc. Employee Stock Ownership Plan held essentially flat - down 0.1% during 2024, from $11M to $11M. Reported net income was $320K.
How have Moodys Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moodys Market, Inc.'s sponsor-wide assets grew 20.9%, from $9M to $11M.
Which ESOP plans are similar in size to Moody's Market, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Martin Bros./Marcowall, Inc. Employee Stock Ownership Plan in CA ($11M, 84 participants).
Which ESOP plans cover a similar participant headcount to Moody's Market, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Katahdin Trust Company Employee Stock Ownership Plan in ME (181 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810307747.

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.