Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $18.4M assets / 374 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MOODY'S MARKET, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.2M | 180 | 2025 |
| #003 | MONTANA RETIREMENT CHOICES MULTIPLE EMPLOYER PLAN AS ADOPTED BY MOODY'S MARKET, INC. | 401(k) | $8.1M | 194 | 2025 |