401(k) · DOL Form 5500 · 2023

Bank of Millbrook 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
36
Participants Small participant base
41st
Percentile by assets National rank
$117,482
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of Millbrook 401(k) Profit Sharing Plan and Trust · Sponsored by Bank of Millbrook · New York · Finance & Insurance

$4M in assets, 36 participants

Bank of Millbrook's Bank of Millbrook 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,573 in Finance & Insurance (8,869 peers)

Bank of Millbrook multi-year trail

Bank of Millbrook's plans moved +21.7% in assets from 2022 to 2024; this filing shows Bank of Millbrook 401(k) Profit Sharing Plan and Trust at $4M / 36 participants.

#2,573
in Finance & Insurance (8,869 peers)
+12.6%
assets growth YoY

Bank of Millbrook 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Bank of Millbrook 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,229,353 41st percentile higher than 41% 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

Bank of Millbrook 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Millbrook 401(k) Profit Sharing Plan and Trust is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Millbrook 401(k) Profit Sharing Plan and Trust reported net income rose from -$359K in the plan year 2022 filing to $473K in the plan year 2023 filing.
  • Bank of Millbrook 401(k) Profit Sharing Plan and Trust reported participants fell from 48 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Bank of Millbrook 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 140486870 · Bank of Millbrook PY 2023 · 401(k)

Bank of Millbrook 401(k) Profit Sharing Plan and Trust · $4M · 36 · 41st

  • ASSETS $4M
  • ASSETS 36
  • ASSETS 41st
  • ASSETS 401(k)
  • ASSETS near Artcobell 401(k) Retirement Plan
  • ASSETS ind #2573

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 New York →

Bank of Millbrook 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bank of Millbrook 401(k) Profit Sharing Plan and TrustBank of Millbrook 401(k) Pro…$4MArtcobell 401(k) Retirement PlanArtcobell 401(k) Retirement …$4MConxtech, Inc. 401(k) Plan$4MRenda Environmental, Inc. 401(k) Profit Sharing PlanRenda Environmental, Inc. 40…$4MYouable Emotional Health 401(k) PlanYouable Emotional Health 401…$4M
End-of-year total assets ($M) among Bank of Millbrook 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bank of Millbrook multi-year asset trail

Sponsor-wide plan assets over time

All Bank of Millbrook plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.66225486267944% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.76M $4.57M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 48 $4M
2023 1 36 $4M
2024 1 36 $5M

Bank of Millbrook filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$473K
Employer EIN140486870
Plan Effective Date1975-12-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Bank of Millbrook 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bank of Millbrook 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004229353 · Participants: 36Bank of Millbrook 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bank of Millbrook 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bank of Millbrook 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bank of Millbrook 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Artcobell 401(k) Retirement Plan in TX ($4M); by covered participants it is Klink Equipment, LLC Retirement Plan in WI (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Bank of Millbrook 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Bank of Millbrook 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 12.6% during 2023, from $4M to $4M. Reported net income was $473K.
How have Bank of Millbrook plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Millbrook's sponsor-wide assets grew 21.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Bank of Millbrook 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Artcobell 401(k) Retirement Plan in TX ($4M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Bank of Millbrook 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Klink Equipment, LLC Retirement Plan in WI (36 participants, $2M 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 140486870.

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.