Money Purchase · DOL Form 5500 · 2022
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan Money Purchase Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 456
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $32,318
- Avg per participant Low balance/head
Official DOL plan name: Stage Employees Local No 18 Retirement Plan · Sponsored by Board of Trustees of the Stage Employees Local No. 18 Retirement Plan · Wisconsin · Arts, Entertainment & Recreation
$15M in assets, 456 participants
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan's Stage Employees Local No 18 Retirement Plan reported $15M in total assets and 456 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,542 in Arts, Entertainment & Recreation (3,077 peers)
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan multi-year trail
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan's plans moved +13.6% in assets from 2022 to 2024; this filing shows Stage Employees Local No 18 Retirement Plan at $15M / 456 participants.
- #2,542
- in Arts, Entertainment & Recreation (3,077 peers)
- -16.9%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stage Employees Local No 18 Retirement Plan's outsized position by total assets
Stage Employees Local No 18 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,737,104 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Stage Employees Local No 18 Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stage Employees Local No 18 Retirement Plan sits mid-pack in the medium band (456 participants).
EBSA filing schedule strip
Filing strip 396224262 · Board of Trustees of the Stage Employees Local No. 18 Retirement Plan PY 2022 · Money Purchase
Stage Employees Local No 18 Retirement Plan · $15M · 456 · 72nd
- EOY $15M
- 5500 456
- ASSETS 72nd
- PCT Money Purchase
- EIN near Council on Aging of Southwestern Ohio, Inc. Retirement Plan
- RANK ind #2542
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 Arts, Entertainment & Recreation retirement plans → · Plans in Wisconsin →
Stage Employees Local No 18 Retirement Plan in the asset neighbourhood
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of the Stage Employees Local No. 18 Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 13.631477392030348% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 456 | $15M |
| 2023 | 1 | 451 | $16M |
| 2024 | 1 | 480 | $17M |
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 396224262 |
| Plan Effective Date | 1973-11-13 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
Stage Employees Local No 18 Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Council on Aging of Southwestern Ohio, Inc. Retirement Plan in OH ($15M); by covered participants it is Oocl (USA) Inc. Defined Contribution Pension Plan in UT (455 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Council on Aging of Southwestern Ohio, Inc. Retirement Plan (OH) $15M · 248
- Retirement Plan for Employees of Graham Windham Services to Families (NY) $15M · 335
- Illinois Valley Community Hospital Defined Contribution Retirement Plan (IL) $15M · 364
- Alabama Housing Finance Authority Retirement Plan (AL) $15M · 142
Similar participant headcount
Nearest other-state filings by covered participants (456 participants); asset peers above are excluded.
- Oocl (USA) Inc. Defined Contribution Pension Plan (UT) 455 · 1 off
- The Crosby Group Hourly Employees Pension Plus Plan (OK) 460 · 4 off
- Money Purchase Retirement Plan of U.a. Local 716 (CT) 460 · 4 off
- Medela LLC Employees Pension Plan (IL) 452 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.