Money Purchase · DOL Form 5500 · 2023

Board of Trustees of the Stage Employees Local No. 18 Retirement Plan Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 451
Participants Below avg headcount: 69th
Percentile by assets National rank: $36,056
Avg per participant Low balance/head

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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

$16M in assets, 451 participants

Board of Trustees of the Stage Employees Local No. 18 Retirement Plan's Stage Employees Local No 18 Retirement Plan reported $16M in total assets and 451 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#2,389 in Arts, Entertainment & Recreation (2,945 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 $16M / 451 participants.

#2,389
in Arts, Entertainment & Recreation (2,945 peers): +10.3%
assets growth YoY

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 2023 · DOL Form 5500

$16,261,256 Top 31% higher than 69% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Stage Employees Local No 18 Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 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 (451 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Stage Employees Local No 18 Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Stage Employees Local No 18 Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Stage Employees Local No 18 Retirement Plan reported participants fell from 456 in the plan year 2022 filing to 451 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 396224262 · Board of Trustees of the Stage Employees Local No. 18 Retirement Plan PY 2023 · Money Purchase

Stage Employees Local No 18 Retirement Plan · $16M · 451 · 69th

EOY $16M
EOY 451
EOY 69th
EOY Money Purchase
EOY near The Steamfitters Industry Fund Office Money Purchase Pension Plan
EOY ind #2389

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 →

End-of-year total assets ($M) among Stage Employees Local No 18 Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees of the Stage Employees Local No. 18 Retirement Plan multi-year asset trail

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 (2023)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$16M
Net Income	$2M
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 · 9,068
Telephone and Data Systems, Inc. Pension Plan $471M · 5,421
North Central States Regional Council of Carpenters Supplemental Retirement Plan $311M · 10,094
Aspirus, Inc. Frozen 401(a) Plan $135M · 2,354
Wisconsin Glaziers & Glassworkers Money Purchase Fund $81M · 422

Compare Stage Employees Local No 18 Retirement Plan side-by-side with 3 peers →

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 The Steamfitters Industry Fund Office Money Purchase Pension Plan in NY ($16M); by covered participants it is Facility Solutions Group, Inc Davis-Bacon Pension Plan & Trust in TX (452 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

The Steamfitters Industry Fund Office Money Purchase Pension Plan (NY) $16M · 33
San Luis Valley Health Money Purchase Plan (CO) $16M · 586
Clarion Healthcare System, Inc. Pension Plan (PA) $16M · 213
Brooklyn Navy Yard Development Corp. Pension Plan (NY) $16M · 104

Similar participant headcount

Nearest other-state filings by covered participants (451 participants); asset peers above are excluded.

Facility Solutions Group, Inc Davis-Bacon Pension Plan & Trust (TX) 452 · 1 off
Northwestern Medical Center, Inc. Money Purchase Pension Plan (VT) 453 · 2 off
IBEW Local 684 Money Purchase Pension and Profit Sharing Plan (CA) 453 · 2 off
Elliott Money Purchase Pension Plan (FL) 448 · 3 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stage Employees Local No 18 Retirement Plan assets move in 2023? ▼

Stage Employees Local No 18 Retirement Plan grew at a solid clip - up 10.3% during 2023, from $15M to $16M. Reported net income was $2M.

How have Board of Trustees of the Stage Employees Local No. 18 Retirement Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of the Stage Employees Local No. 18 Retirement Plan's sponsor-wide assets grew 13.6%, from $15M to $17M.

Which Money Purchase plans are similar in size to Stage Employees Local No 18 Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is The Steamfitters Industry Fund Office Money Purchase Pension Plan in NY ($16M, 33 participants).

Which Money Purchase plans cover a similar participant headcount to Stage Employees Local No 18 Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Facility Solutions Group, Inc Davis-Bacon Pension Plan & Trust in TX (452 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 396224262.