401(k) · DOL Form 5500 · 2023

Millbury Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
91
Participants Small participant base
72nd
Percentile by assets National rank
$211,580
Avg per participant Above avg balance/head
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Official DOL plan name: Millbury Federal Credit Union 401(k) Profit Sharing Plan · Sponsored by Millbury Federal Credit Union · Massachusetts · Management of Enterprises

$19M in assets, 91 participants

Millbury Federal Credit Union's Millbury Federal Credit Union 401(k) Profit Sharing Plan reported $19M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #595 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Millbury Federal Credit Union 401(k) Profit Sharing Plan ranks #595 of 1,137 2023 filers by assets (1847% of the sector average)-$19M for 91 participants.

#595
in Management of Enterprises (1,137 peers)
+19.4%
assets growth YoY

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 2023 · DOL Form 5500

$19,253,812 Top 28% higher than 72% 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

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

Plan-year 2023 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 (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Millbury Federal Credit Union 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Millbury Federal Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Millbury Federal Credit Union 401(k) Profit Sharing Plan reported participants rose from 88 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042074204 · Millbury Federal Credit Union PY 2023 · 401(k)

Millbury Federal Credit Union 401(k) Profit Sharing Plan · $19M · 91 · 72nd

  • RANK $19M
  • PHOTO 91
  • IND 72nd
  • EOY 401(k)
  • 5500 near Life's Worc 403(b) Profit Sharing Plan
  • ASSETS ind #595

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…$19MLife's Worc 403(b) Profit Sharing PlanLife's Worc 403(b) Profit Sh…$19MTravelzoo 401(k) Profit Sharing Plan & TrustTravelzoo 401(k) Profit Shar…$19MA.C.M. Retirement Savings PlanA.C.M. Retirement Savings Pl…$19MCommercial Tire, Inc. Profit Sharing 401(k) PlanCommercial Tire, Inc. Profit…$19M
End-of-year total assets ($M) among Millbury Federal Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Millbury Federal Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.019253812 · Participants: 91Millbury Federal Credit Union 401(k) Profit Sharing PlanFidelity 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
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 Life's Worc 403(b) Profit Sharing Plan in NY ($19M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Millbury Federal Credit Union 401(k) Profit Sharing Plan assets move in 2023? ▼
Millbury Federal Credit Union 401(k) Profit Sharing Plan grew sharply - up 19.4% during 2023, from $16M to $19M. Reported net income was $3M.
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 Life's Worc 403(b) Profit Sharing Plan in NY ($19M, 924 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 Techaspect 401(k) Plan in CA (91 participants, N/A 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 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.