Money Purchase · DOL Form 5500 · 2024
Board of Trustees of the Stage Employees Local No. 18 Retirement Money Purchase Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 480
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $34,887
- Avg per participant Low balance/head
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.
- #2,343 in Arts, Entertainment & Recreation (2,921 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.
- #2,343
- in Arts, Entertainment & Recreation (2,921 peers)
- +3.0%
- 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 2024 · DOL Form 5500
$16,745,989 Top 33% higher than 67% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stage Employees Local No 18 Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (480 participants).
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.
DOL schedule card
Filing strip 396224262 · Board of Trustees of the Stage Employees Local No. 18 Retirement PY 2024 · Money Purchase
Stage Employees Local No 18 Retirement Plan · $17M · 480 · 67th
- VS-ST $17M
- VS-ST 480
- VS-ST 67th
- VS-ST Money Purchase
- VS-ST near The Crosby Group Hourly Employees Pension Plus Plan
- VS-ST ind #2343
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 →
Stage Employees Local No 18 Retirement Plan in the asset neighbourhood
Board of Trustees of the Stage Employees Local No. 18 Retirement multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of the Stage Employees Local No. 18 Retirement plans reported in each filing year
- 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 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.
- 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
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
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 Crosby Group Hourly Employees Pension Plus Plan in OK ($17M); by covered participants it is Southern Ct IBEW Annuity Plan in CT (477 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (480 participants); asset peers above are excluded.
- Southern Ct IBEW Annuity Plan (CT) 477 · 3 off
- Insulators Local No 27 Supplemental Pension Fund (MO) 483 · 3 off
- Duane Morris Retirement Plan (PA) 484 · 4 off
- Oocl (USA) Inc. Defined Contribution Pension Plan (UT) 475 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.