Money Purchase · DOL Form 5500 · 2022
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan Money Purchase Plan
Data updated 2026-08-11
- $15M
- Total assets
- 456
- Participants
- 72nd
- Percentile by assets
- $32,318
- Avg per participant
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.
- 72nd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 456
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $32,318
- avg assets per participant
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.
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan across 3 plan years on file
Across the 3 plan years Board of Trustees of the Stage Employees Local No. 18 Retirement Plan has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $17M, a gain of 13.6%, while reported participants moved from 456 to 480 (+5.3%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($15M).
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan multi-year asset trail
| 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.
Stage Employees Local No 18 Retirement Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Stage Employees Local No 18 Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Multi-year trail
Ways to act on Stage Employees Local No 18 Retirement Plan's numbers.
- By total assets, Stage Employees Local No 18 Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Board of Trustees of the Stage Employees Local No. 18 Retirement Plan's sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans