Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Mixed - PRUDENTIAL
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $40.6M | 358 | 2024 | |
| 002 | MOODY'S CO-WORKER OWNED, INC. 401(K) PLAN | 401k | $7.8M | 303 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | MOODY'S COLLISION CENTERS, INC. WELFARE WRAP PLAN | Mixed | PRUDENTIAL | $428K | 367 | 2025 |