Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Local 966 Pension Plan Pension Plan

Data updated 2026-08-11

$56M
Total assets
51
Participants
89th
Percentile by assets
$1.1M
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$56M
total plan assets (2022 EOY)
51
covered participants
89th
percentile by assets (of 139,126 plans)
$1.1M
avg assets per participant

Where Local 966 Pension Plan sits 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 $2,010,000,000 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

State
Industry

Local 966 Pension Plan vs the 2022 asset distribution

By assets, Local 966 Pension Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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)

$55M$60M$65M$70M 202220232024 $56.4M $68.8M ▲ +22.0%
Total plan assets by year, all Board of Trustees of Local 966 Pension Plan plans on file
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

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 PlanLockheed Martin Corp…National Automatic S…Major League Basebal…International Painte…Bert Bell/Pete Rozel…
Local 966 Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 966 Pension Plan by total assets, not by location.

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).

Scale reading

Ways to act on Local 966 Pension Plan's numbers.

  • By total assets, Local 966 Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Maryland. Compare plans
  • Board of Trustees of Local 966 Pension Plan's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Other Services plans