Money Purchase · DOL Form 5500 · 2022

Board of Trustees-International Alliance-Theatrical & Stage Money Purchase Plan

Data updated 2026-08-06

$8M
Total assets
60
Participants
61st
Percentile by assets
$136,689
Avg per participant
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Official DOL plan name: International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund · Sponsored by Board of Trustees-International Alliance-Theatrical & Stage · Kentucky · Arts, Entertainment & Recreation

$8M in assets, 60 participants

Board of Trustees-International Alliance-Theatrical & Stage's International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund reported $8M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • 61st percentile by assets (of 139,258 plans)
  • #2,304 in Arts, Entertainment & Recreation (3,079 peers)

2022 asset change

International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund declined sharply 27.8% in 2022 ($11M → $8M) for 60 participants.

$8M
total plan assets (2022 EOY)
60
covered participants
61st
percentile by assets (of 139,258 plans)
$136,689
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.

2022 asset move for International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund

Year over year, total assets declined sharply from $11M at the start of 2022 to $8M at year-end (down 27.8%). Net assets closed at $8M; reported net income -$3M.

Board of Trustees-International Alliance-Theatrical & Stage years around the 2022 move

$7.5M$8M$8.5M$9M 202220232024 $8.2M $8.43M ▲ +2.8%
Total plan assets by year, all Board of Trustees-International Alliance-Theatrical & Stage plans on file
Year Plans Participants Total Assets
2022 1 60 $8M
2023 1 129 $8M
2024 1 142 $8M

2022 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN946172485
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Kentucky

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund vs. nearby Money Purchase plans in Kentucky, assets vs. participants

International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund vs. nearby Money Purchase plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.522.5 Total assets ($B) Participants International Allian…UPS/Ipa Defined Cont…UPS/Ibt Local 2727 D…University of Louisv…Plumbers & Steamfitt…Shadwell Farm Retire…
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund vs. nearby Money Purchase plans in Kentucky, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund by total assets, not by location.

Frequently Asked Questions

How did International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund assets move in 2022?
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund declined sharply - down 27.8% during 2022, from $11M to $8M. Reported net income was -$3M.
How have Board of Trustees-International Alliance-Theatrical & Stage plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees-International Alliance-Theatrical & Stage's sponsor-wide assets grew 2.8%, from $8M to $8M.
Which Money Purchase plans are similar in size to International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund?
Among Money Purchase plans in other states, the closest by assets is Clearfield Hospital Retirement Plan in PA ($8M, 153 participants).

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2022 change

Ways to act on International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund's numbers.