Defined Benefit (Pension) · DOL Form 5500 · 2024

Moody's Corporation Pension Plan

Data updated 2026-07-24

$460M
Total assets: 546
Participants: 97th
Percentile by assets: $841,956
Avg per participant

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.

97th percentile by assets (of 116,472 plans)

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.

$460M
total plan assets (2024 EOY): 546
covered participants: 97th
percentile by assets (of 116,472 plans): $841,956
avg assets per participant

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 →

State

New York

Industry

Finance & Insurance

Moody's Corporation Retirement Account vs the 2024 asset distribution

By assets, Moody's Corporation Retirement Account outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.6x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$449M
Net Assets (End of Year)	$459M
Net Income	$11M
Employer EIN	133998945
Plan Effective Date	2000-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Moody's Corporation)

Total plan assets by year, all Moody's 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 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

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Moody's Corporation Retirement Account side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Moody's Corporation Retirement Account by total assets, not by location.

Alabama Farmers Federation and Affiliated Companies Retirement Plan (AL) $460M · 871
Merrimack Mutual Fire Insurance Company Retirement Plan (MA) $459M · 283
St. Lukes Health Network Pension Plan (PA) $459M · 2,221
Painters District Council No. 30 Pension Fund (IL) $461M · 959

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 116,472 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).

Next read for Moody's Corporation Retirement Account

Scale reading

Ways to act on Moody's Corporation Retirement Account's numbers.

By total assets, Moody's Corporation Retirement Account ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Moody's Corporation's sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.