Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MILLBURY NATIONAL BANK
EIN 04-1621330bankingLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
61
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 61 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SBERA PENSION PLAN AS ADOPTED BY MILLBURY NATIONAL BANK (CASH BALANCE PLAN CONVERSION)
CashBalance
Assets$6.3M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY MILLBURY NATIONAL BANK
401k
Assets$2.2M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SBERA PENSION PLAN AS ADOPTED BY MILLBURY NATIONAL BANK (CASH BALANCE PLAN CONVERSION) | CashBalance | $6.3M | 30 | 2025 | |
| 002 | SBERA 401(K) PLAN AS ADOPTED BY MILLBURY NATIONAL BANK | 401k | $2.2M | 31 | 2025 |
Retirement plans