401(k) · DOL Form 5500 · 2023

Seven Seventeen Credit Union 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
136
Participants Small participant base
82nd
Percentile by assets National rank
$267,146
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees · Sponsored by Seven Seventeen Credit Union · Ohio · Finance & Insurance

$36M in assets, 136 participants

Seven Seventeen Credit Union's Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees reported $36M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,409 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees covers 136 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $36M.

#6,409
in Finance & Insurance (8,869 peers)
+28.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees's outsized position by total assets

Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$36,331,799 Top 18% higher than 82% of 127,068 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 2023

Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees end-of-year assets rose from $28M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees reported participants rose from 132 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340825325 · Seven Seventeen Credit Union PY 2023 · 401(k)

Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees · $36M · 136 · 82nd

  • EIN $36M
  • EIN 136
  • EIN 82nd
  • EIN 401(k)
  • EIN near Rosewood Hotels and Resorts 401(k) Plan I
  • EIN ind #6409

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 Ohio →

Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees in the asset neighbourhood

Renxtech 401(k) Plan$36MSt. Luke's Health Network 401(k) PlanSt. Luke's Health Network 40…$36MFirst Citizens Community Bank Profit Sharing PlanFirst Citizens Community Ban…$36MSeven Seventeen Credit Union Inc 401(k) Savings Plan Salaried EmployeesSeven Seventeen Credit Union…$36MRosewood Hotels and Resorts 401(k) Plan IRosewood Hotels and Resorts …$36M
End-of-year total assets ($M) among Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$36M
Net Income$8M
Employer EIN340825325
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seven Seventeen Credit Union)

Sponsor-wide plan assets over time

All Seven Seventeen Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$58M 38.86671554819157% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.6M $57.8M ▲ +38.9%
Year Plans Participants Total Assets
2022 2 370 $42M
2023 2 330 $52M
2024 2 326 $58M

Nearby 401(k) Plans in Ohio

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

Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees, Total assets ($B): 0.036331799 · Participants: 136Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried EmployeesGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees side-by-side with 3 peers →

Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rosewood Hotels and Resorts 401(k) Plan I in CA ($36M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees assets move in 2023? ▼
Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees grew sharply - up 28.1% during 2023, from $28M to $36M. Reported net income was $8M.
How have Seven Seventeen Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seven Seventeen Credit Union's sponsor-wide assets grew 38.9%, from $42M to $58M.
Where does Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees rank by assets among Form 5500 filers? ▼
Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees? ▼
Among 401(k) plans in other states, the closest by assets is Rosewood Hotels and Resorts 401(k) Plan I in CA ($36M, 850 participants).
Which 401(k) plans cover a similar participant headcount to Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340825325.

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.