401(k) · DOL Form 5500 · 2024

North Mill Equipment Finance LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
229
Participants Below avg headcount
59th
Percentile by assets National rank
$50,430
Avg per participant Low balance/head
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Official DOL plan name: North Mill Equipment Finance Retirement Plan · Sponsored by North Mill Equipment Finance LLC · Connecticut · Finance & Insurance

$12M in assets, 229 participants

North Mill Equipment Finance LLC's North Mill Equipment Finance Retirement Plan reported $12M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,657 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

North Mill Equipment Finance Retirement Plan covers 229 participants in Connecticut, about 32% of the average Connecticut filer (state average ~718 per filing). Assets: $12M.

#3,657
in Finance & Insurance (8,549 peers)
+46.1%
assets growth YoY

North Mill Equipment Finance Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

North Mill Equipment Finance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,548,377 Top 41% higher than 59% 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

North Mill Equipment Finance Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Mill Equipment Finance Retirement Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Mill Equipment Finance Retirement Plan reported participants rose from 100 in the plan year 2023 filing to 229 in the plan year 2024 filing.
  • North Mill Equipment Finance Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 364731388 · North Mill Equipment Finance LLC PY 2024 · 401(k)

North Mill Equipment Finance Retirement Plan · $12M · 229 · 59th

  • ASSETS $12M
  • ASSETS 229
  • ASSETS 59th
  • ASSETS 401(k)
  • ASSETS near Dr. Samuel K. Cullan and Associates, P.C. 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #3657

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 Connecticut →

North Mill Equipment Finance Retirement Plan in the asset neighbourhood

North Mill Equipment Finance Retirement PlanNorth Mill Equipment Finance…$12MDr. Samuel K. Cullan and Associates, P.C. 401(k) Profit Sharing Plan and TrustDr. Samuel K. Cullan and Ass…$12MRtc Aerospace 401(k) Plan$12MRam Manufacturing Company, Inc. 401(k) PlanRam Manufacturing Company, I…$12MAwg-Nebraska Collective Bargaining Unit 401(k) PlanAwg-Nebraska Collective Barg…$12M
End-of-year total assets ($M) among North Mill Equipment Finance Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN364731388
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Mill Equipment Finance LLC)

Sponsor-wide plan assets over time

All North Mill Equipment Finance LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 103.93353904966682% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.66M $11.6M ▲ +104.1%
Year Plans Participants Total Assets
2022 1 99 $6M
2023 1 100 $8M
2024 1 229 $12M

Nearby 401(k) Plans in Connecticut

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

North Mill Equipment Finance Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants North Mill Equipment Finance Retirement Plan, Total assets ($B): 0.011548377 · Participants: 229North Mill Equipment Finance Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
North Mill Equipment Finance Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare North Mill Equipment Finance Retirement Plan side-by-side with 3 peers →

North Mill Equipment Finance Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Dr. Samuel K. Cullan and Associates, P.C. 401(k) Profit Sharing Plan and Trust in MO ($12M); by covered participants it is Duke Aerial, Inc. 401(k) Plan in IA (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 North Mill Equipment Finance Retirement Plan assets move in 2024? ▼
North Mill Equipment Finance Retirement Plan surged - up 46.1% during 2024, from $8M to $12M. Reported net income was $2M.
How have North Mill Equipment Finance LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Mill Equipment Finance LLC's sponsor-wide assets grew 103.9%, from $6M to $12M.
Which 401(k) plans are similar in size to North Mill Equipment Finance Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dr. Samuel K. Cullan and Associates, P.C. 401(k) Profit Sharing Plan and Trust in MO ($12M, 6 participants).
Which 401(k) plans cover a similar participant headcount to North Mill Equipment Finance Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duke Aerial, Inc. 401(k) Plan in IA (229 participants, $13M 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 364731388.

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.