Plan Ledger DOL Form 5500 · updated monthly

Moodys Market, Inc.ESOP

MOODY'S MARKET, INC. EMPLOYEE STOCK OWNERSHIP PLAN · POLSON, MT · plan year 2024

Employer contribution per participant · 2024
$4,157

Moodys Market, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held -$6,361,216 across 163 participant accounts, with employer contributions averaging $4,157 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. active participation has grown from 142 to 165 since 2022.

Plan summary
Net assets, end of year-$6,361,216
Participants with balances163
Active participants165
Employer contributions$685,959
Employee contributions—
Employer contribution per active participant$4,157
Average account balance-$39,026
Benefits paid to participants$10,680
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$-6.4M · 163 accts · $686K emplr
2023$-6.7M · 148 accts · $667K emplr
2022$-9.0M · 135 accts · $690K emplr
Employer contributions to the Moodys Market, Inc. plan · 2024
Employer contribution per active participant$4,157
Median for plans this size$540
2024$4,157 per active participant
2023$4,015 per active participant
2022$4,857 per active participant

Moodys Market, Inc.'s 2024 employer contribution ran above the $540 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.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported

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Source: U.S. Department of Labor, Form 5500 series, EIN 810307747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.