Moog Inc. Employees' Retirement Plan — Form 5500 plan (Moog Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Moog Inc. Employees' Retirement Plan is a benefit plan reported by Moog Inc. under EIN 16-0757636 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,335 participants and $472,929,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moog Inc.
- EIN
- 16-0757636
- Plan number
- 001
- Plan type
- 2
- Location
- East Aurora, NY
- Latest filing year
- 2023
- Participants
- 2,335
- End-of-year plan assets
- $472,929,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,335 | H, C | 20250711105811NAL0004178179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $472,929,315
- Total liabilities (EOY)
- $285,167
- Net assets (EOY)
- $472,644,148
- Net assets (BOY)
- $392,154,516
Income & contributions
- Total contributions
- $0
- Total income / additions
- $95,168,627
Expenses & distributions
- Benefits paid
- $12,977,522
- Administrative expenses
- $1,701,473
- Total expenses
- $14,678,995
- Net increase / (decrease)
- $80,489,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc | ACTUARIAL | $500,217 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | INVESTMENT MANAGEMENT | $259,025 | $0 | 2023 |
| Capital Bank And Trust Company | INVESTMENT MANAGEMENT | $142,241 | $0 | 2023 |
| Parametric Portfolio Associates | INVESTMENT MANAGEMENT | $113,960 | not reported in the loaded dataset | 2023 |
| M And T Bank | TRUSTEE | $89,847 | not reported in the loaded dataset | 2023 |
| Dietz & Lynch Capital | INVESTMENT ADVISORY | $30,053 | not reported in the loaded dataset | 2023 |
| Angell Pension Group, Inc | NONE | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moog Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in East Aurora, NY
- Aon Consulting Inc — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Capital Bank And Trust Company — Schedule C compensation
- Parametric Portfolio Associates — Schedule C compensation
- M And T Bank — Schedule C compensation
- Dietz & Lynch Capital — Schedule C compensation
- Angell Pension Group, Inc — Schedule C compensation