401(k) · DOL Form 5500 · 2024

Bank of Millbrook 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
36
Participants Small participant base
40th
Percentile by assets National rank
$126,941
Avg per participant Near 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

$5M in assets, 36 participants

Bank of Millbrook's Bank of Millbrook 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,310 in Finance & Insurance (8,549 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 $5M / 36 participants.

#2,310
in Finance & Insurance (8,549 peers)
+8.1%
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 2024 · DOL Form 5500

$4,569,891 40th percentile higher than 40% of 123,620 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 2024

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

Plan-year 2024 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 2023 → plan year 2024

  • Bank of Millbrook 401(k) Profit Sharing Plan and Trust reported net income fell from $473K in the plan year 2023 filing to $341K in the plan year 2024 filing.
  • Bank of Millbrook 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 140486870 · Bank of Millbrook PY 2024 · 401(k)

Bank of Millbrook 401(k) Profit Sharing Plan and Trust · $5M · 36 · 40th

  • EIN $5M
  • RANK 36
  • PHOTO 40th
  • IND 401(k)
  • EOY near Acs Manufacturing, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #2310

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…$5MAcs Manufacturing, Inc. 401(k) Profit Sharing PlanAcs Manufacturing, Inc. 401(…$5MSprinklermatic Fire Protection Systems, Inc 401(k) PlanSprinklermatic Fire Protecti…$5MJeremy E. Kaslow, M. D. , Inc. 401(k) Profit SharingJeremy E. Kaslow, M. D. , In…$5MSender, Inc. Retirement Plan$5M
End-of-year total assets ($M) among Bank of Millbrook 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$341K
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): 0.004569891 · Participants: 36Bank of Millbrook 401(k) Profit Sharing Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The 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 Acs Manufacturing, Inc. 401(k) Profit Sharing Plan in TX ($5M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Bank of Millbrook 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 8.1% during 2024, from $4M to $5M. Reported net income was $341K.
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 Acs Manufacturing, Inc. 401(k) Profit Sharing Plan in TX ($5M, 192 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 Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.