Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$953,550
2024 Contributions
$208,240
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 41 | $953,550 | $208,240 | $5,079iApproximate average salary by contribution assumption: employee only about $126,976 at 4% or $84,650 at 6%; with 50% employer match about $84,650 at 4% or $56,434 at 6%; with 100% employer match about $63,488 at 4% or $42,325 at 6%. |
| Millbrooke Inc. Retirement Plan | - | 41 | $476,775 | $104,120 | $2,540iApproximate average salary by contribution assumption: employee only about $63,488 at 4% or $42,325 at 6%; with 50% employer match about $42,325 at 4% or $28,217 at 6%; with 100% employer match about $31,744 at 4% or $21,163 at 6%. |
| MILLBROOKE INC | - | 41 | $476,775 | $104,120 | $2,540iApproximate average salary by contribution assumption: employee only about $63,488 at 4% or $42,325 at 6%; with 50% employer match about $42,325 at 4% or $28,217 at 6%; with 100% employer match about $31,744 at 4% or $21,163 at 6%. |
| 2023 | 3 | 42 | $4,507,925 | $144,907 | $3,450iApproximate average salary by contribution assumption: employee only about $86,254 at 4% or $57,503 at 6%; with 50% employer match about $57,503 at 4% or $38,335 at 6%; with 100% employer match about $43,127 at 4% or $28,751 at 6%. |
| Millbrooke Inc. Retirement Plan | - | 35 | $4,165,263 | - | - |
| MILLBROOKE INC | - | 42 | $342,662 | $94,907 | $2,260iApproximate average salary by contribution assumption: employee only about $56,492 at 4% or $37,662 at 6%; with 50% employer match about $37,662 at 4% or $25,108 at 6%; with 100% employer match about $28,246 at 4% or $18,831 at 6%. |
| MILLBROOKE, INC. HEALTH AND WELFARE PLAN | - | 8 | - | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2022 | 3 | 42 | $4,496,333 | $159,254 | $3,792iApproximate average salary by contribution assumption: employee only about $94,794 at 4% or $63,196 at 6%; with 50% employer match about $63,196 at 4% or $42,131 at 6%; with 100% employer match about $47,397 at 4% or $31,598 at 6%. |
| Millbrooke Inc. Retirement Plan | - | 35 | $4,075,005 | - | - |
| Millbrooke Inc. Retirement Plan | - | 42 | $210,664 | $79,627 | $1,896iApproximate average salary by contribution assumption: employee only about $47,397 at 4% or $31,598 at 6%; with 50% employer match about $31,598 at 4% or $21,065 at 6%; with 100% employer match about $23,699 at 4% or $15,799 at 6%. |
| MILLBROOKE INC | - | 42 | $210,664 | $79,627 | $1,896iApproximate average salary by contribution assumption: employee only about $47,397 at 4% or $31,598 at 6%; with 50% employer match about $31,598 at 4% or $21,065 at 6%; with 100% employer match about $23,699 at 4% or $15,799 at 6%. |
| 2021 | 3 | 37 | $4,120,704 | $174,152 | $4,707iApproximate average salary by contribution assumption: employee only about $117,670 at 4% or $78,447 at 6%; with 50% employer match about $78,447 at 4% or $52,298 at 6%; with 100% employer match about $58,835 at 4% or $39,223 at 6%. |
| Millbrooke Inc. Retirement Plan | - | 32 | $3,737,346 | - | - |
| Millbrooke Inc. Retirement Plan | - | 37 | $191,679 | $87,076 | $2,353iApproximate average salary by contribution assumption: employee only about $58,835 at 4% or $39,223 at 6%; with 50% employer match about $39,223 at 4% or $26,149 at 6%; with 100% employer match about $29,418 at 4% or $19,612 at 6%. |
| MILLBROOKE INC | - | 37 | $191,679 | $87,076 | $2,353iApproximate average salary by contribution assumption: employee only about $58,835 at 4% or $39,223 at 6%; with 50% employer match about $39,223 at 4% or $26,149 at 6%; with 100% employer match about $29,418 at 4% or $19,612 at 6%. |
| 2020 | 2 | 37 | $2,807,101 | $110,384 | $2,983iApproximate average salary by contribution assumption: employee only about $74,584 at 4% or $49,723 at 6%; with 50% employer match about $49,723 at 4% or $33,148 at 6%; with 100% employer match about $37,292 at 4% or $24,861 at 6%. |
| Millbrooke Inc. Retirement Plan | - | 37 | $2,665,510 | - | - |
| Millbrooke Inc. Retirement Plan | - | 28 | $141,591 | $110,384 | $3,942iApproximate average salary by contribution assumption: employee only about $98,557 at 4% or $65,705 at 6%; with 50% employer match about $65,705 at 4% or $43,803 at 6%; with 100% employer match about $49,279 at 4% or $32,852 at 6%. |
| 2019 | 2 | 21 | $2,293,069 | $14,427 | $687iApproximate average salary by contribution assumption: employee only about $17,175 at 4% or $11,450 at 6%; with 50% employer match about $11,450 at 4% or $7,633 at 6%; with 100% employer match about $8,588 at 4% or $5,725 at 6%. |
| Millbrooke Inc. Retirement Plan | - | 21 | $2,278,478 | - | - |
| Millbrooke Inc. Retirement Plan | - | 7 | $14,591 | $14,427 | $2,061iApproximate average salary by contribution assumption: employee only about $51,525 at 4% or $34,350 at 6%; with 50% employer match about $34,350 at 4% or $22,900 at 6%; with 100% employer match about $25,763 at 4% or $17,175 at 6%. |
| 2018 | 1 | 21 | $2,085,395 | $0 | - |
| Millbrooke Inc. Retirement Plan | - | 21 | $2,085,395 | - | - |
| 2017 | 1 | 67 | $752,055 | $0 | - |
| Millbrooke Inc. Retirement Plan | - | 67 | $752,055 | - | - |
| 2016 | 1 | 7 | $700,000 | $0 | - |
| Millbrooke Inc. Retirement Plan | - | 7 | $700,000 | - | - |
| 2015 | 1 | 3 | $249,999 | $0 | - |
| Millbrooke Inc. Retirement Plan | - | 3 | $249,999 | - | - |