401(k) · DOL Form 5500 · 2024

Charter Oak Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
169
Participants Small participant base
79th
Percentile by assets National rank
$203,053
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charter Oak Federal Credit Union Retirement Plan · Sponsored by Charter Oak Federal Credit Union · Connecticut · Finance & Insurance

$34M in assets, 169 participants

Charter Oak Federal Credit Union's Charter Oak Federal Credit Union Retirement Plan reported $34M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,784 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Charter Oak Federal Credit Union Retirement Plan covers 169 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $34M.

#5,784
in Finance & Insurance (8,549 peers)
+3.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Charter Oak Federal Credit Union Retirement Plan's outsized position by total assets

Charter Oak Federal Credit Union Retirement Plan vs every filed plan by assets

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

$34,315,961 Top 21% higher than 79% 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

Charter Oak Federal Credit Union 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. Charter Oak Federal Credit Union Retirement Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charter Oak Federal Credit Union Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Charter Oak Federal Credit Union Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Charter Oak Federal Credit Union Retirement Plan reported participants rose from 166 in the plan year 2023 filing to 169 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060659509 · Charter Oak Federal Credit Union PY 2024 · 401(k)

Charter Oak Federal Credit Union Retirement Plan · $34M · 169 · 79th

  • 5500 $34M
  • ASSETS 169
  • PCT 79th
  • EIN 401(k)
  • RANK near Endeavor Real Estate Group Ltd 401(k) Profit Sharing Plan
  • PHOTO ind #5784

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 →

Charter Oak Federal Credit Union Retirement Plan in the asset neighbourhood

Charter Oak Federal Credit Union Retirement PlanCharter Oak Federal Credit U…$34MEndeavor Real Estate Group Ltd 401(k) Profit Sharing PlanEndeavor Real Estate Group L…$34MFamily Care Specialists Medical Corporation Retirement PlanFamily Care Specialists Medi…$34MScale Ai 401(k) Plan$34MAgi-Cfi Holdings, Inc. 401(k) PlanAgi-Cfi Holdings, Inc. 401(k…$34M
End-of-year total assets ($M) among Charter Oak Federal Credit Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$34M
Net Income$1M
Employer EIN060659509
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charter Oak Federal Credit Union)

Sponsor-wide plan assets over time

All Charter Oak Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 17.859278237994257% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $32.7M $38.5M ▲ +17.8%
Year Plans Participants Total Assets
2022 2 310 $33M
2023 2 311 $37M
2024 2 302 $39M

Nearby 401(k) Plans in Connecticut

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

Charter Oak Federal Credit Union Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Charter Oak Federal Credit Union Retirement Plan, Total assets ($B): 0.034315961 · Participants: 169Charter Oak Federal Credit Union 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
Charter Oak Federal Credit Union Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Charter Oak Federal Credit Union Retirement Plan side-by-side with 3 peers →

Charter Oak Federal Credit Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Endeavor Real Estate Group Ltd 401(k) Profit Sharing Plan in TX ($34M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Charter Oak Federal Credit Union Retirement Plan assets move in 2024? ▼
Charter Oak Federal Credit Union Retirement Plan edged up modestly - up 3.9% during 2024, from $33M to $34M. Reported net income was $1M.
How have Charter Oak Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Oak Federal Credit Union's sponsor-wide assets grew 17.9%, from $33M to $39M.
Where does Charter Oak Federal Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Charter Oak Federal Credit Union Retirement Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charter Oak Federal Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Endeavor Real Estate Group Ltd 401(k) Profit Sharing Plan in TX ($34M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Charter Oak Federal Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rxp Agency, LLC 401(k) Plan in OH (169 participants, $2M 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 060659509.

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.