Retirement plan

MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLAN

Name: MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS - MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLAN, MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS

MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERSEIN 16-1645516Plan #001PY 2024

200 NARRAGANSETT STREET - GORHAM, ME 04038207-839-2500LinkedIn51-200 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$7.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$40.6M

+24.8% from 2023

Total participants

358

+3.5% from 2023

Average account balance

$115,094

+17.7% from 2023

Annual return

23.72%

-2.86 pp from 2023

Benchmarks

See 1,034 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,034 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$40.63M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$115K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

353

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.92M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.72%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2P2Q3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$128

$0 / participant

Other / not subdivided$128100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER NEWMAN NOYES
Auditor EIN: 010494526
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$115,094

$66,004+74.4%

$81,820+40.7%

$77,714+48.1%

Participation rate

98.1%

65.8%+32.3pp

72.4%+25.7pp

70.6%+27.5pp

Annual return

23.72%

26.65%-2.9pp

777.93%-754.2pp

31.26%-7.5pp

Employer contribution / active EE

$7,191

$2,375+202.8%

$2,915+146.7%

$2,727+163.7%

Participant deferral / active EE

$3,508-100.0%

$4,323-100.0%

$4,649-100.0%

Admin fee / account holder

$527-99.9%

$7,391-100.0%

$433-99.9%

MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion