Plan5500

Millbury, MA Form 5500 retirement and benefit plan filings

City Form 5500 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, Millbury, MA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $27,972,757 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Millbury

  • 4 loaded plans hold $28M in reported assets across 3 sponsors.
  • The largest, Millbury Federal Credit Union 401(K) Profit Sharing Plan, holds 69% of reported Millbury plan assets.
  • Plans cover 233 participants — about 58 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.8MSummed across loaded plans$26,802,002
Total reported assets$28M$27,972,757
Total reported participants233
Total reported liabilities$1.2M$1,170,755

Reported net position

Reported assets = net assets + liabilities (summed)$28M total assets
Net assets$26.8MLiabilities$1.2M
Contributions & income
Employer contributions$1.3M
Participant contributions$643.7K
Total income / additions$6.1M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$4M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Millbury, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Millbury market comparison

Largest plan share of assets69%Millbury Federal Credit Union 401(K) Profit Sharing Plan
Participants per plan58Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Millbury

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Millbury Federal Credit Union 401(K) Profit Sharing Plan$19.3M
    Millbury Federal Credit Union · 2023
  2. 2
    Sbera Pension Plan As Adopted By Millbury National Bank (Cash Balance Plan Conversion)$5.6M
    Millbury National Bank · 2023
  3. 3
    Sbera 401(K) Plan As Adopted By Millbury National Bank$1.9M
    Millbury National Bank · 2023
  4. 4
    Washburn-Garfield Corporation Employee Stock Ownership Plan$1.2M
    Fkawg Corporation · 2023

Largest plans in Millbury → · Millbury plans by participants → · Millbury plans with financial data → · Millbury plans with provider compensation → · $1B+ plans in Millbury →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Millbury, MA?
4 plan(s) reported by 3 sponsor(s) are loaded for Millbury, MA.

Related Form 5500 pages