401(k)
2024 plan-year 401(k) DOL Form 5500

Alliant Credit Union 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Alliant Credit Union · Illinois · Finance & Insurance

What the 2023 filing shows

Alliant Credit Union 401(k) Plan holds $137M for 862 participants — about $159,218 per participant, up 20.2% over the 2024 plan year.

$137M
total plan assets (2024 EOY)
862
covered participants
$159,218
avg assets per participant
+20.2%
assets growth YoY
Total Assets (2023)
$137M
Participants
862
State
Industry
Finance & Insurance

What the Filing Says About Alliant Credit Union 401(k) Plan

Alliant Credit Union 401(k) Plan is a 401(k) retirement plan sponsored by Alliant Credit Union, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $137M in total end-of-year assets and covers 862 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 366066772, and the plan has been effective since 2003-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $114M at the beginning of 2024 to $137M at year-end — a gain of 20.2%. Net assets (after liabilities) closed the year at $137M, with reported net income of $23M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$114M
Total Assets (End of Year)$137M
Net Assets (End of Year)$137M
Net Income$23M
Plan Type401(k)
Employer EIN366066772
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliant Credit Union)

Year Plans Participants Total Assets
2022 1 667 $88M
2023 1 827 $114M
2024 1 862 $137M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Alliant Credit Union 401(k) Plan?
As of the 2024 Form 5500 filing, Alliant Credit Union 401(k) Plan holds $137M in total assets with 862 participants. It is sponsored by Alliant Credit Union.
What type of plan is Alliant Credit Union 401(k) Plan?
Alliant Credit Union 401(k) Plan is a 401(k) plan. It has been effective since 2003-10-01. The plan is filed with the U.S. Department of Labor under EIN 366066772.
Who sponsors the Alliant Credit Union 401(k) Plan?
Alliant Credit Union 401(k) Plan is sponsored by Alliant Credit Union, located in Illinois. The sponsor's EIN is 366066772 and the plan operates in the Finance & Insurance industry.
How did Alliant Credit Union 401(k) Plan perform in 2024?
Alliant Credit Union 401(k) Plan grew by 20.2% during 2024, moving from $114M to $137M in total assets. Net income was $23M.
Where can I find official filings for Alliant Credit Union 401(k) Plan?
Official Form 5500 filings for Alliant Credit Union 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366066772 or plan name at efast.dol.gov.
How does Alliant Credit Union 401(k) Plan compare to other plans?
You can compare Alliant Credit Union 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 366066772.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.