Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 966 Pension Plan Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
51
Participants Small participant base
89th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Local 966 Pension Plan · Sponsored by Board of Trustees of Local 966 Pension Plan · Maryland · Other Services

$56M in assets, 51 participants

Board of Trustees of Local 966 Pension Plan's Local 966 Pension Plan reported $56M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,007 in Other Services (8,398 peers)

Where Local 966 Pension Plan sits by assets

Local 966 Pension Plan sits in the top quartile of all filed plans by assets, $56M for 51 participants (~$1.1M/participant), up 724.3% in 2022.

#8,007
in Other Services (8,398 peers)
+724.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Local 966 Pension Plan's outsized position by total assets

Local 966 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$56,359,071 Top 11% higher than 89% of 139,123 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 2022

Local 966 Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 966 Pension Plan is a small filing (51 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 132640882 · Board of Trustees of Local 966 Pension Plan PY 2022 · Defined Benefit (Pension)

Local 966 Pension Plan · $56M · 51 · 89th

  • BOY $56M
  • SCH 51
  • EBSA 89th
  • PART Defined Benefit (Pension)
  • TYPE near Jockey International, Inc. Pension Plan
  • NET ind #8007

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 Other Services retirement plans → · Plans in Maryland →

Local 966 Pension Plan in the asset neighbourhood

Local 966 Pension Plan$56MJockey International, Inc. Pension PlanJockey International, Inc. P…$56MUanpf Staff Retirement Plan$56MGcp Applied Technologies Inc. Retirement Plan for Salaried EmployeesGcp Applied Technologies Inc…$56MJennie Edmundson Memorial Hospital Employee Retirement PlanJennie Edmundson Memorial Ho…$56M
End-of-year total assets ($M) among Local 966 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$56M
Net Income$50M
Employer EIN132640882
Plan Effective Date1958-01-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 966 Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Local 966 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$69M 22.00156563971752% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $56.4M $68.8M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 51 $56M
2023 1 43 $66M
2024 1 45 $69M

Nearby Defined Benefit (Pension) Plans in Maryland

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

Local 966 Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Local 966 Pension Plan, Total assets ($B): 0.056359071 · Participants: 51Local 966 Pension PlanLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.843533772 · Participants: 21647Lockheed Martin Corporation Salaried Employee Retirement ProgramNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.273549408 · Participants: 14916National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.247803775 · Participants: 1041Major League Baseball Players Pension PlanInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 3.938448124 · Participants: 50952International Painters and Allied Trades Industry Pension PlanBert Bell/Pete Rozelle Nfl Player Retirement Plan, Total assets ($B): 3.67312584 · Participants: 2587Bert Bell/Pete Rozelle Nfl Player Retirement Plan
Local 966 Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Local 966 Pension Plan side-by-side with 3 peers →

Local 966 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Jockey International, Inc. Pension Plan in WI ($56M); by covered participants it is Pension Plan for Employees of Republic Companies, Inc. and Certain Affiliates in TX (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 966 Pension Plan assets move in 2022? ▼
Local 966 Pension Plan surged - up 724.3% during 2022, from $7M to $56M. Reported net income was $50M.
How have Board of Trustees of Local 966 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 966 Pension Plan's sponsor-wide assets grew 22.0%, from $56M to $69M.
Where does Local 966 Pension Plan rank by assets among Form 5500 filers? ▼
Local 966 Pension Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Local 966 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jockey International, Inc. Pension Plan in WI ($56M, 126 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 966 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Republic Companies, Inc. and Certain Affiliates in TX (51 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132640882.

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.