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

Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees

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

Sponsored by Seven Seventeen Credit Union, Inc. · Ohio · Finance & Insurance

What the 2023 filing shows

Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees holds $40M for 139 participants — about $285,810 per participant, up 9.3% over the 2024 plan year.

$40M
total plan assets (2024 EOY)
139
covered participants
$285,810
avg assets per participant
+9.3%
assets growth YoY
Total Assets (2023)
$40M
Participants
139
State
Industry
Finance & Insurance

What the Filing Says About Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees

Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees is a 401(k) retirement plan sponsored by Seven Seventeen Credit Union, Inc., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 139 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 340825325, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2024 to $40M at year-end — a gain of 9.3%. Net assets (after liabilities) closed the year at $40M, with reported net income of $3M 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)$36M
Total Assets (End of Year)$40M
Net Assets (End of Year)$40M
Net Income$3M
Plan Type401(k)
Employer EIN340825325
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

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

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.

Frequently Asked Questions

How much money is in the Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees?
As of the 2024 Form 5500 filing, Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees holds $40M in total assets with 139 participants. It is sponsored by Seven Seventeen Credit Union, Inc..
What type of plan is Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees?
Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees is a 401(k) plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 340825325.
Who sponsors the Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees?
Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees is sponsored by Seven Seventeen Credit Union, Inc., located in Ohio. The sponsor's EIN is 340825325 and the plan operates in the Finance & Insurance industry.
How did Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees perform in 2024?
Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees grew by 9.3% during 2024, moving from $36M to $40M in total assets. Net income was $3M.
Where can I find official filings for Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees?
Official Form 5500 filings for Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340825325 or plan name at efast.dol.gov.
How does Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees compare to other plans?
You can compare Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees against other 401(k) plans on the plan type page, or view plans in Ohio 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 340825325.

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.