Plan Ledger DOL Form 5500 · updated monthly

Moodys Corporation401(k) + ESOP (KSOP)

PROFIT PARTICIPATION PLAN OF MOODY'S CORPORATION · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Moodys Corporation reported $709,453 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $12,629 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 0.05% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 68th-largest of 5,648 plans among New York employers on file, and the 94th of 4,798 in finance & insurance. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,084,797,696
Participants with balances8,182
Active participants5,221
Employer contributions$65,938,039
Employee contributions$82,729,450
Employer contribution per active participant$12,629
Average account balance$254,803
Benefits paid to participants$114,287,068
Plan auditUnmodified (clean) audit opinion
AuditorKPMG
Plan history3
Yearassets · accounts · employer contribution
2024$2.1B · 8,182 accts · $65.9M emplr
2023$1.8B · 8,037 accts · $45.5M emplr
2022$1.4B · 7,857 accts · $50.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$277,636
Investment management$345,567
Total administrative$709,453
The Moodys Corporation 401(k) match · 2024
Employer contribution per active participant$12,629
Median for plans this size$5,259
2024$12,629 per active participant
2023$8,675 per active participant
2022$9,867 per active participant

Moodys Corporation's 2024 employer contribution ran above the $5,259 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.

Service providers · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$345,567
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$277,636
NEWPORT TRUST COMPANY · Investment advisory (plan)$86,250

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$709,453 · 0.04%
2023$756,394 · 0.05%
2022$751,470 · 0.05%
Same employer
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Mufg Bank, LTD NY$3.1B · 0.03%
Bnp Paribas NY$2.2B · 0.03%
Paychex Retirement LLC NY$1.8B · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133998945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.