Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Local 966 Pension Plan Pension Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
43
Participants Small participant base
88th
Percentile by assets National rank
$1.5M
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

$66M in assets, 43 participants

Board of Trustees of Local 966 Pension Plan's Local 966 Pension Plan reported $66M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,470 in Other Services (7,857 peers)

Where Local 966 Pension Plan sits by assets

Local 966 Pension Plan sits in the top quartile of all filed plans by assets, $66M for 43 participants (~$1.5M/participant), up 16.8% in 2023.

#7,470
in Other Services (7,857 peers)
+16.8%
assets growth YoY
0.7×
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 2023 · DOL Form 5500

$65,814,907 Top 12% higher than 88% of 127,068 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 2023

Local 966 Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 966 Pension Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 966 Pension Plan reported net income fell from $50M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Local 966 Pension Plan end-of-year assets rose from $56M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Local 966 Pension Plan reported participants fell from 51 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132640882 · Board of Trustees of Local 966 Pension Plan PY 2023 · Defined Benefit (Pension)

Local 966 Pension Plan · $66M · 43 · 88th

  • EIN $66M
  • EIN 43
  • EIN 88th
  • EIN Defined Benefit (Pension)
  • EIN near Heat and Frost Insulators Pension Plan
  • EIN ind #7470

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

Conmed Corporation Retirement Pension PlanConmed Corporation Retiremen…$66MFenwick & West LLP Partners' Pension Plan IIFenwick & West LLP Partners'…$66MHeat and Frost Insulators Pension PlanHeat and Frost Insulators Pe…$66MLocal 966 Pension Plan$66MInsulators Local 23 Pension PlanInsulators Local 23 Pension …$66M
End-of-year total assets ($M) among Local 966 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$66M
Net Income$9M
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. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Local 966 Pension Plan, Total assets ($B): 0.065814907 · Participants: 43Local 966 Pension PlanNational Electrical Benefit Fund, Total assets ($B): 18.88881693 · Participants: 323315National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.434547593 · Participants: 19673Lockheed Martin Corporation Salaried Employee Retirement ProgramMajor League Baseball Players Pension Plan, Total assets ($B): 4.648661647 · Participants: 1087Major League Baseball Players Pension PlanNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.493297428 · Participants: 15047National Automatic Sprinkler Industry Pension FundInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 4.223547088 · Participants: 44973International Painters and Allied Trades Industry Pension 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 Heat and Frost Insulators Pension Plan in MI ($66M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Local 966 Pension Plan grew sharply - up 16.8% during 2023, from $56M to $66M. Reported net income was $9M.
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 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Heat and Frost Insulators Pension Plan in MI ($66M, 381 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 Unholtz-Dickie Corporation Retirement Plan in CT (43 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.