Money Purchase · DOL Form 5500 · 2024
Board of Trustees of the Stage Employees Local No. 18 Retirement Money Purchase Plan
Data updated 2026-08-06
- $17M
- Total assets
- 480
- Participants
- 67th
- Percentile by assets
- $34,887
- 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 · Wisconsin · Arts, Entertainment & Recreation
$17M in assets, 480 participants
Board of Trustees of the Stage Employees Local No. 18 Retirement's Stage Employees Local No 18 Retirement Plan reported $17M in total assets and 480 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- 67th percentile by assets (of 116,472 plans)
- #2,187 in Arts, Entertainment & Recreation (2,716 peers)
Board of Trustees of the Stage Employees Local No. 18 Retirement multi-year trail
Board of Trustees of the Stage Employees Local No. 18 Retirement's plans moved +13.6% in assets from 2022 to 2024; this filing shows Stage Employees Local No 18 Retirement Plan at $17M / 480 participants.
- $17M
- total plan assets (2024 EOY)
- 480
- covered participants
- 67th
- percentile by assets (of 116,472 plans)
- $34,887
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stage Employees Local No 18 Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $458K in the plan year 2024 filing.
- Stage Employees Local No 18 Retirement Plan reported participants rose from 451 in the plan year 2023 filing to 480 in the plan year 2024 filing.
- Stage Employees Local No 18 Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Board of Trustees of the Stage Employees Local No. 18 Retirement across 3 plan years on file
Across the 3 plan years Board of Trustees of the Stage Employees Local No. 18 Retirement 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 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 filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $458K |
| 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 · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Brady Funded Retirement Plan $85M · 1,139
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.
Frequently Asked Questions
How did Stage Employees Local No 18 Retirement Plan assets move in 2024? ▼
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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's sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans