Assets by plan
Share of aggregate retirement assets
Filings through .
Millbury National Bank
EIN 04-1621330bankingLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Health & Benefits
0
Participants
61
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 61 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SBERA PENSION PLAN AS ADOPTED BY MILLBURY NATIONAL BANK (CASH BALANCE PLAN CONVERSION)
Cash balance
Assets$6.3M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY MILLBURY NATIONAL BANK
401(k)
Assets$2.2M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SBERA PENSION PLAN AS ADOPTED BY MILLBURY NATIONAL BANK (CASH BALANCE PLAN CONVERSION) | Cash balance | $6.3M | 30 | 2025 |
| #002 | SBERA 401(K) PLAN AS ADOPTED BY MILLBURY NATIONAL BANK | 401(k) | $2.2M | 31 | 2025 |
- #001 · Cash balance · 202530
- #002 · 401(k) · 202531
Retirement plans