401(k) · DOL Form 5500 · 2022

Millbury Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
88
Participants Small participant base
74th
Percentile by assets National rank
$183,292
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Millbury Federal Credit Union 401(k) Profit Sharing Plan · Sponsored by Millbury Federal Credit Union · Massachusetts · Management of Enterprises

$16M in assets, 88 participants

Millbury Federal Credit Union's Millbury Federal Credit Union 401(k) Profit Sharing Plan reported $16M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #645 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Millbury Federal Credit Union 401(k) Profit Sharing Plan ranks #645 of 1,193 2022 filers by assets (2204% of the sector average)-$16M for 88 participants.

#645
in Management of Enterprises (1,193 peers)
-20.0%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Millbury Federal Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

Millbury Federal Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,129,669 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Millbury Federal Credit Union 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millbury Federal Credit Union 401(k) Profit Sharing Plan is a small filing (88 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042074204 · Millbury Federal Credit Union PY 2022 · 401(k)

Millbury Federal Credit Union 401(k) Profit Sharing Plan · $16M · 88 · 74th

  • IND $16M
  • EOY 88
  • 5500 74th
  • ASSETS 401(k)
  • PCT near Hamilton Cardiology Associates, P.a. 401(k) Plan
  • EIN ind #645

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in Massachusetts →

Millbury Federal Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Millbury Federal Credit Union 401(k) Profit Sharing PlanMillbury Federal Credit Unio…$16MHamilton Cardiology Associates, P.a. 401(k) PlanHamilton Cardiology Associat…$16MSonatype Retirement Trust$16MHannahville Indian Community 401(k) PlanHannahville Indian Community…$16MBuckles-Smith Electric Co. Savings and Investment PlanBuckles-Smith Electric Co. S…$16M
End-of-year total assets ($M) among Millbury Federal Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN042074204
Plan Effective Date1956-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Millbury Federal Credit Union)

Sponsor-wide plan assets over time

All Millbury Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.64175197891538% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.1M $22.2M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 88 $16M
2023 1 91 $19M
2024 1 89 $22M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Millbury Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Millbury Federal Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.016129669 · Participants: 88Millbury Federal Credit Union 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Millbury Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Millbury Federal Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Millbury Federal Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hamilton Cardiology Associates, P.a. 401(k) Plan in NJ ($16M); by covered participants it is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Millbury Federal Credit Union 401(k) Profit Sharing Plan assets move in 2022? ▼
Millbury Federal Credit Union 401(k) Profit Sharing Plan declined sharply - down 20.0% during 2022, from $20M to $16M. Reported net income was -$4M.
How have Millbury Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Millbury Federal Credit Union's sponsor-wide assets grew 37.6%, from $16M to $22M.
Which 401(k) plans are similar in size to Millbury Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hamilton Cardiology Associates, P.a. 401(k) Plan in NJ ($16M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Millbury Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042074204.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.