My Plan Facts

Employers › Maine

Employer · plans filed under one EIN

Moody's Co-Worker Owned, Inc. DBA Moody's Collision Centers

Gorham, ME · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$42.2Mnet assets across plans
661participant records529 active
$1.9Memployer contributions, latest plan years$3,630 per active record
$25KSchedule C compensation to organisations$37.32 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Moody's Co-Worker Owned, Inc. DBA Moody's Collision Centers's employer identification number (Gorham, Maine). Their latest filings total 661 participant records and $42.2M in net assets.

The largest is Moody's Co-Worker Owned Employee Stock Ownership Plan, an employee stock ownership plan with 358 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.9M and participant contributions $694K in the latest plan years; benefits paid were $2.1M. Schedule C compensation reported to service provider organisations totalled $25K.

Combined net assets moved from $4.0M in 2013 to $42.2M in 2024 (up 943%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Moody's Co-Worker Owned Employee Stock Ownership Planemployee stock ownership plan2024358$34.4M$95,960$7,191$0
Moody's Co-Worker Owned, Inc. 401(k) Plan401(k) plan2024303$7.8M$25,741$0$25K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2013: $4.0M2014: $6.6M2015: $8.1M2016: $9.0M2017: $11.3M2018: $13.5M2019: $17.8M2020: $17.7M2021: $21.8M2022: $23.7M2023: $32.7M2024: $42.2M$4.0M$42.2M2011201620202024
Combined net assets
2011: 1052013: 1412014: 3002015: 3412016: 3372017: 4082018: 4872019: 5262020: 5422021: 5812022: 6162023: 6332024: 6611056612011201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242661$42.2M$1.9M$694K
20232633$32.7M$1.6M$596K
20222616$23.7M$1.1M$607K
20212581$21.8M$937K$556K
20202542$17.7M$739K$474K
20192526$17.8M$686K$462K
20182487$13.5M$330K$379K
20172408$11.3M$311K$318K
20162337$9.0M$265K$254K
20152341$8.1M$157K$206K
20142300$6.6M$169K$186K
20131141$4.0M$176K$0
20111105$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Valmark Advisers, Inc.Investment advisory (participants)1$21,470
John Hancock Life Insurance Co.Recordkeeping and information management; Investment management1$3,200

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Valmark Advisers, Inc.$21K
John Hancock Life Insurance Co.$3,200

Questions and answers

How many retirement plans does Moody's Co-Worker Owned, Inc. DBA Moody's Collision Centers have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Moody's Co-Worker Owned Employee Stock Ownership Plan and Moody's Co-Worker Owned, Inc. 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Moody's Co-Worker Owned, Inc. DBA Moody's Collision Centers contribute to its plans?

$1,920,010 in employer contributions across these plans in their latest plan years, about $3,630 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Valmark Advisers, Inc. and John Hancock Life Insurance Co.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.