Money Purchase · DOL Form 5500 · 2024
Board of Trustees-International Alliance-Theatrical & Stage Money Purchase Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 142
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $59,351
- Avg per participant Low balance/head
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, 142 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 142 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,051 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Kentucky
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund covers 142 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.
- #2,051
- in Arts, Entertainment & Recreation (2,921 peers)
- +9.3%
- assets growth YoY
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,427,872 Top 48% higher than 52% 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
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund 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. International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund sits mid-pack in the medium band (142 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund reported net income rose from -$493K in the plan year 2023 filing to $710K in the plan year 2024 filing.
- International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund reported participants rose from 129 in the plan year 2023 filing to 142 in the plan year 2024 filing.
- International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
DOL schedule card
Filing strip 946172485 · Board of Trustees-International Alliance-Theatrical & Stage PY 2024 · Money Purchase
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund · $8M · 142 · 52nd
- EBSA $8M
- PART 142
- TYPE 52nd
- NET Money Purchase
- BOOK near Indiana Historical Society Defined Contribution Retirement Plan
- VS-ST ind #2051
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 Kentucky →
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $710K |
| Employer EIN | 946172485 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-International Alliance-Theatrical & Stage)
Sponsor-wide plan assets over time
All Board of Trustees-International Alliance-Theatrical & Stage plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 2.7624848316952213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $8M |
| 2023 | 1 | 129 | $8M |
| 2024 | 1 | 142 | $8M |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $2.5B · 1,984
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $618M · 1,824
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $111M · 424
- Plumbers & Steamfitters Local 577 Annuity Plan $23M · 338
- Plumbers & Steamfitters Local 248 Annuity Plan $14M · 366
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Indiana Historical Society Defined Contribution Retirement Plan in IN ($8M); by covered participants it is Community Health Centers, Inc. Money Purchase Pension Plan in OK (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Community Health Centers, Inc. Money Purchase Pension Plan (OK) 142 · 0 off
- Southern Mississippi Planning and Development District Defined Contribution Pension Plan (MS) 143 · 1 off
- North American Construction LP Davis-Bacon Pension Plan and Trust (TX) 141 · 1 off
- The Connell Company Retirement Plan (NJ) 143 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.