Charter Oak Financial, Inc.
EIN 20-8742915HOLYOKE, MA
Charter Oak Financial, Inc. (EIN 20-8742915) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $13.2M in plan assets and 80 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
80
Total assets
$13.2M
A Charter Oak Financial, Inc. employee? See the Charter Oak Financial, Inc. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-8742915
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Charter Oak Financial Incorporated 401(k) Profit Sharing Plan | 001 | 80 | $13.2M |
About this EIN
20-8742915 is the Employer Identification Number (EIN) Charter Oak Financial, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

