Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees-Theatrical Stage Employees Union Local No. 27 Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
181
Participants Below avg headcount
65th
Percentile by assets National rank
$73,441
Avg per participant Below avg balance/head
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Official DOL plan name: Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan · Sponsored by Trustees-Theatrical Stage Employees Union Local No. 27 · Ohio · Arts, Entertainment & Recreation

$13M in assets, 181 participants

Trustees-Theatrical Stage Employees Union Local No. 27's Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan reported $13M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,304 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Ohio

Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan covers 181 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $13M.

#2,304
in Arts, Entertainment & Recreation (2,945 peers)
+10.2%
assets growth YoY

Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,292,782 Top 35% higher than 65% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Theatrical Stage Employees Union Local No. 27 Defined Benefit 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. Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan reported net income rose from -$868K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan reported participants rose from 178 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341403927 · Trustees-Theatrical Stage Employees Union Local No. 27 PY 2023 · Defined Benefit (Pension)

Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan · $13M · 181 · 65th

  • BOY $13M
  • SCH 181
  • EBSA 65th
  • PART Defined Benefit (Pension)
  • TYPE near Houston Area Teamsters Pension Fund
  • NET ind #2304

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 Ohio →

Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan in the asset neighbourhood

National Cement Company of Alabama Inc. Hourly Pension PlanNational Cement Company of A…$13MTheatrical Stage Employees Union Local No. 27 Defined Benefit PlanTheatrical Stage Employees U…$13MHouston Area Teamsters Pension FundHouston Area Teamsters Pensi…$13MSouth Texas Radiology Group P.a. Cash Balance Pension PlanSouth Texas Radiology Group …$13MNevada Gold Mines LLC - Bargaining Unit Pension PlanNevada Gold Mines LLC - Barg…$13M
End-of-year total assets ($M) among Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN341403927
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees-Theatrical Stage Employees Union Local No. 27)

Sponsor-wide plan assets over time

All Trustees-Theatrical Stage Employees Union Local No. 27 plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.207546278113174% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.1M $14.9M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 178 $12M
2023 1 181 $13M
2024 1 95 $15M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan, Total assets ($B): 0.013292782 · Participants: 181Theatrical Stage Employees Union Local No. 27 Defined Benefit PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan side-by-side with 3 peers →

Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Houston Area Teamsters Pension Fund in TX ($13M); by covered participants it is Pension Plan for the Employees of Ennis, Inc. in TX (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.

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 Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan assets move in 2023? ▼
Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan grew at a solid clip - up 10.2% during 2023, from $12M to $13M. Reported net income was $1M.
How have Trustees-Theatrical Stage Employees Union Local No. 27 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees-Theatrical Stage Employees Union Local No. 27's sponsor-wide assets grew 23.2%, from $12M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Houston Area Teamsters Pension Fund in TX ($13M, 72 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Theatrical Stage Employees Union Local No. 27 Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for the Employees of Ennis, Inc. in TX (181 participants, $52M 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 341403927.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.