Defined Benefit (Pension) · DOL Form 5500 · 2024

Moody's Corporation Pension Plan

Data updated 2026-08-25

$460M
Total assets Above avg plan size
546
Participants Below avg headcount
97th
Percentile by assets National rank
$841,956
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moody's Corporation Retirement Account · Sponsored by Moody's Corporation · New York · Finance & Insurance

$460M in assets, 546 participants

Moody's Corporation's Moody's Corporation Retirement Account reported $460M in total assets and 546 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,096 in Finance & Insurance (8,549 peers)

Where Moody's Corporation Retirement Account sits by assets

Moody's Corporation Retirement Account sits in the top 5% of all filed plans by assets, $460M for 546 participants (~$841,956/participant), up 2.4% in 2024.

#8,096
in Finance & Insurance (8,549 peers)
+2.4%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Moody's Corporation Retirement Account's outsized position by total assets

Moody's Corporation Retirement Account vs every filed plan by assets

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

$459,708,000 Top 3% higher than 97% 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 Corporation Retirement Account 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 Corporation Retirement Account sits mid-pack in the medium band (546 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moody's Corporation Retirement Account reported net income fell from $29M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Moody's Corporation Retirement Account reported participants fell from 570 in the plan year 2023 filing to 546 in the plan year 2024 filing.
  • Moody's Corporation Retirement Account end-of-year assets rose from $449M in the plan year 2023 filing to $460M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133998945 · Moody's Corporation PY 2024 · Defined Benefit (Pension)

Moody's Corporation Retirement Account · $460M · 546 · 97th

  • BOY $460M
  • BOY 546
  • BOY 97th
  • BOY Defined Benefit (Pension)
  • BOY near Alabama Farmers Federation and Affiliated Companies Retirement Plan
  • BOY ind #8096

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 →

Moody's Corporation Retirement Account in the asset neighbourhood

United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension FundUnited Food & Commercial Wor…$461MAlabama Farmers Federation and Affiliated Companies Retirement PlanAlabama Farmers Federation a…$460MMoody's Corporation Retirement AccountMoody's Corporation Retireme…$460MMerrimack Mutual Fire Insurance Company Retirement PlanMerrimack Mutual Fire Insura…$459MSt. Lukes Health Network Pension PlanSt. Lukes Health Network Pen…$459M
End-of-year total assets ($M) among Moody's Corporation Retirement Account and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$449M
Net Assets (End of Year)$459M
Net Income$11M
Employer EIN133998945
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moody's Corporation)

Sponsor-wide plan assets over time

All Moody's 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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Moody's Corporation Retirement Account vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Moody's Corporation Retirement Account, Total assets ($B): 0.459708 · Participants: 546Moody's Corporation Retirement AccountIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Moody's Corporation Retirement Account vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Moody's Corporation Retirement Account side-by-side with 3 peers →

Moody's Corporation Retirement Account's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Alabama Farmers Federation and Affiliated Companies Retirement Plan in AL ($460M); by covered participants it is Jbt Corporation Employees' Retirement Program in IL (547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (546 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 Corporation Retirement Account assets move in 2024? ▼
Moody's Corporation Retirement Account edged up modestly - up 2.4% during 2024, from $449M to $460M. Reported net income was $11M.
How have Moody's Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moody's Corporation's sponsor-wide assets grew 38.4%, from $1.8B to $2.5B.
Where does Moody's Corporation Retirement Account rank by assets among Form 5500 filers? ▼
Moody's Corporation Retirement Account ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Moody's Corporation Retirement Account? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alabama Farmers Federation and Affiliated Companies Retirement Plan in AL ($460M, 871 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Moody's Corporation Retirement Account? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jbt Corporation Employees' Retirement Program in IL (547 participants, $186M 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 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.