Plan Ledger DOL Form 5500 · updated monthly

Moody's Co-Worker Owned, Inc. dba Moody's Collision CentersESOP

MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLAN · GORHAM, ME · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Moody's Co-Worker Owned, Inc. dba Moody's Collision Centers reported $128 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,191 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.001% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 98th-largest of 354 plans among Maine employers on file, and the 633rd of 3,341 in other services. active participation has grown from 242 to 267 since 2022.

Plan summary
Net assets, end of year$34,353,501
Participants with balances353
Active participants267
Employer contributions$1,920,000
Employee contributions—
Employer contribution per active participant$7,191
Average account balance$97,319
Benefits paid to participants$1,568,928
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.4M · 353 accts · $1.9M emplr
2023$25.9M · 333 accts · $1.6M emplr
2022$18.4M · 298 accts · $1.1M emplr
Employer contributions to the Moody's Co-Worker Owned, Inc. dba Moody's Collision Centers plan · 2024
Employer contribution per active participant$7,191
Median for plans this size$2,416
2024$7,191 per active participant
2023$6,190 per active participant
2022$4,594 per active participant

Moody's Co-Worker Owned, Inc. dba Moody's Collision Centers's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$128 · 0.00%
2023$175 · 0.00%
2022$150 · 0.00%
All plans at this employer2
MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLANESOP
MOODY'S CO-WORKER OWNED, INC. 401(K) PLAN401(k)
Same employer
Similar plansOther Services · Maine
Persistent Systems LLC NY$34.4M · 0.19%
Eden Housing, Inc. CA$34.4M · 0.45%
The Ohio Automobile Club OH$34.3M · 0.34%
Abc of Iowa IA$34.3M · 0.34%
Power Services Group, Inc. FL$34.2M · 0.35%
U.S. Tool Grinding, Inc. MO$34.1M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161645516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.