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Original filing (PDF)20250422132757NAL0004340881001
MOOG, INC.
Form 5500
FILING_RECEIVED
MOOG INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
Late filing · 92.2 moNo recordkeeper disclosed
Active participants
5,525
Accounts w/ balance
6,468
Plan assets (EOY)
$677.7M
Net assets (EOY)
$677.7M
How this plan invests
This plan
10 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 92.2 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOOG, INC..
Plan sponsor
Name
MOOG, INC.
EIN
16-0757636
Address
SENECA AND JAMISON ROAD, PLANT 23 · EAST AURORA, NY · 140520018
Phone
(716) 652-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2015-10-01
Tax period
2016-09-30
Filed
2025-04-22
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FREED MAXICK CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE INSURANCE CO | 84-0467907 | — | NONE | $290K | — |
Investments
17 direct securities · 10 pooled funds· $676.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$376.7M
10 holdings
Uncategorized
$299.5M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Moog Inc. | — | — | — | $110.3M | 16.3% | |
| LIFEPATH INDEX 2020 FUND L BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 45-2790939 / PN 001 | Common Collective Trust | — | — | $98.4M | 14.5% | |
| LIFEPATH INDEX 2025 FUND L BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $82.3M | 12.1% | |
| LIFEPATH INDEX 2030 FUND L BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $59.0M | 8.7% | |
| Key Guaranteed Portfolio Fund | — | — | — | $45.3M | 6.7% | |
| LIFEPATH INDEX RETIREMENT FUND L BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $41.1M | 6.1% | |
| LIFEPATH INDEX 2035 FUND L BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $36.1M | 5.3% | |
| Vanguard Institutional Index Fund | — | — | — | $35.0M | 5.2% | |
| LIFEPATH INDEX 2040 FUND L BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $23.5M | 3.5% | |
| LIFEPATH INDEX 2045 FUND L BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $17.6M | 2.6% | |
| Vanguard Windsor Fund | — | — | — | $16.7M | 2.5% | |
| LIFEPATH INDEX 2050 FUND L BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $13.7M | 2.0% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $13.6M | 2.0% | |
| American Euro Pacific Growth | — | — | — | $13.5M | 2.0% | |
| Vanguard Small Cap Index Fund | — | — | — | $10.9M | 1.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $9.4M | 1.4% | |
| T Rowe Price Diversified Small | — | — | — | $7.9M | 1.2% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $7.7M | 1.1% | |
| Pimco Income Fund Institutional Class | — | — | — | $7.4M | 1.1% | |
| Participant loans | — | — | — | $6.3M | 0.9% | |
| LIFEPATH INDEX 2055 FUND L BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.8% | |
| JPMorgan Small Cap Growth Fund | — | — | — | $4.4M | 0.7% | |
| Pimco Real Return Fund | — | — | — | $4.4M | 0.7% | |
| Goldman Sachs Growth Opportunities | — | — | — | $2.7M | 0.4% | |
| Vanguard Total Intl Stock Index | — | — | — | $2.6M | 0.4% | |
| Invesco American Value - R6 | — | — | — | $1.4M | 0.2% | |
| STABLE ASSET INCOME FUND JP MORGAN CHASE BANK, N.A. · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |