401(k) · DOL Form 5500 · 2023

Seven Seventeen Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
194
Participants Below avg headcount
68th
Percentile by assets National rank
$78,585
Avg per participant Below avg balance/head
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Official DOL plan name: Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees · Sponsored by Seven Seventeen Credit Union, Inc. · Ohio · Finance & Insurance

$15M in assets, 194 participants

Seven Seventeen Credit Union, Inc.'s Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees reported $15M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,671 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees covers 194 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#4,671
in Finance & Insurance (8,869 peers)
+14.8%
assets growth YoY

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

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

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

$15,245,526 Top 32% higher than 68% 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 for Union 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 for Union Employees sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees reported participants fell from 238 in the plan year 2022 filing to 194 in the plan year 2023 filing.
  • Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees · $15M · 194 · 68th

  • EBSA $15M
  • PART 194
  • TYPE 68th
  • NET 401(k)
  • BOOK near Lewis Food Town, Inc. 401(k) Plan
  • VS-ST ind #4671

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 for Union Employees in the asset neighbourhood

Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union EmployeesSeven Seventeen Credit Union…$15MLewis Food Town, Inc. 401(k) PlanLewis Food Town, Inc. 401(k)…$15MCitiustech 401(k) Plan$15MMountain West Financial, Inc. 401(k) Profit Sharing PlanMountain West Financial, Inc…$15MHandgards, LLC 401(k) Plan$15M
End-of-year total assets ($M) among Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN340825325
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seven Seventeen Credit Union, Inc.)

Sponsor-wide plan assets over time

All Seven Seventeen Credit Union, Inc. 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 for Union Employees vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees, Total assets ($B): 0.015245526 · Participants: 194Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union 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 for Union Employees vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Lewis Food Town, Inc. 401(k) Plan in TX ($15M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (194 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 for Union Employees assets move in 2023? ▼
Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees grew at a solid clip - up 14.8% during 2023, from $13M to $15M. Reported net income was $2M.
How have Seven Seventeen Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seven Seventeen Credit Union, Inc.'s sponsor-wide assets grew 38.9%, from $42M to $58M.
Which 401(k) plans are similar in size to Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Lewis Food Town, Inc. 401(k) Plan in TX ($15M, 1,576 participants).
Which 401(k) plans cover a similar participant headcount to Seven Seventeen Credit Union, Inc 401(k) Savings Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants, $3M 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.