401(k) · DOL Form 5500 · 2023

Millbury National Bank 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
30th
Percentile by assets National rank
$117,497
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sbera 401(k) Plan as Adopted by Millbury National Bank · Sponsored by Millbury National Bank · Massachusetts · Finance & Insurance

$2M in assets, 16 participants

Millbury National Bank's Sbera 401(k) Plan as Adopted by Millbury National Bank reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,789 in Finance & Insurance (8,869 peers)

Millbury National Bank multi-year trail

Millbury National Bank's plans moved +47.9% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Millbury National Bank at $2M / 16 participants.

#1,789
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY

Sbera 401(k) Plan as Adopted by Millbury National Bank among the smaller filed plans by assets

Sbera 401(k) Plan as Adopted by Millbury National Bank vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,879,957 30th percentile higher than 30% of 127,068 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 2023

Sbera 401(k) Plan as Adopted by Millbury National Bank among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera 401(k) Plan as Adopted by Millbury National Bank is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera 401(k) Plan as Adopted by Millbury National Bank reported net income rose from -$589K in the plan year 2022 filing to $322K in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Millbury National Bank end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Millbury National Bank reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041621330 · Millbury National Bank PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Millbury National Bank · $2M · 16 · 30th

  • BOOK $2M
  • BOOK 16
  • BOOK 30th
  • BOOK 401(k)
  • BOOK near Indeed Flex, Inc. 401(k) Profit-Sharing Plan Trust
  • BOOK ind #1789

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Sbera 401(k) Plan as Adopted by Millbury National Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Millbury National BankSbera 401(k) Plan as Adopted…$2MIndeed Flex, Inc. 401(k) Profit-Sharing Plan TrustIndeed Flex, Inc. 401(k) Pro…$2MJt&a Collision Inc. 401(k) PlanJt&a Collision Inc. 401(k) P…$2MGoodman Financial Corporation 401(k) Profit Sharing Plan and TrustGoodman Financial Corporatio…$2MSecrest Watson International, Inc. 401(k) Profit Sharing PlanSecrest Watson International…$2M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Millbury National Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Millbury National Bank multi-year asset trail

Sponsor-wide plan assets over time

All Millbury National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$8M 47.94979616019052% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.51M $8.15M ▲ +47.9%
Year Plans Participants Total Assets
2022 2 31 $6M
2023 2 36 $7M
2024 2 39 $8M

Millbury National Bank filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$322K
Employer EIN041621330
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sbera 401(k) Plan as Adopted by Millbury National Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Millbury National Bank, Total assets ($B): 0.001879957 · Participants: 16Sbera 401(k) Plan as Adopted by Millbury National BankFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sbera 401(k) Plan as Adopted by Millbury National Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Millbury National Bank side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by Millbury National Bank's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Indeed Flex, Inc. 401(k) Profit-Sharing Plan Trust in TX ($2M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sbera 401(k) Plan as Adopted by Millbury National Bank assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Millbury National Bank grew sharply - up 20.6% during 2023, from $2M to $2M. Reported net income was $322K.
How have Millbury National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Millbury National Bank's sponsor-wide assets grew 47.9%, from $6M to $8M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Millbury National Bank? ▼
Among 401(k) plans in other states, the closest by assets is Indeed Flex, Inc. 401(k) Profit-Sharing Plan Trust in TX ($2M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Millbury National Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041621330.

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.