Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Local 966 Pension Plan Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
45
Participants Small participant base
87th
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

$69M in assets, 45 participants

Board of Trustees of Local 966 Pension Plan's Local 966 Pension Plan reported $69M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,321 in Other Services (7,719 peers)

Where Local 966 Pension Plan sits by assets

Local 966 Pension Plan sits in the top quartile of all filed plans by assets, $69M for 45 participants (~$1.5M/participant), up 4.5% in 2024.

#7,321
in Other Services (7,719 peers)
+4.5%
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 2024 · DOL Form 5500

$68,758,949 Top 13% higher than 87% of 123,620 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 2024

Local 966 Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 966 Pension Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 966 Pension Plan reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Local 966 Pension Plan reported participants rose from 43 in the plan year 2023 filing to 45 in the plan year 2024 filing.
  • Local 966 Pension Plan end-of-year assets rose from $66M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 132640882 · Board of Trustees of Local 966 Pension Plan PY 2024 · Defined Benefit (Pension)

Local 966 Pension Plan · $69M · 45 · 87th

  • RANK $69M
  • RANK 45
  • RANK 87th
  • RANK Defined Benefit (Pension)
  • RANK near Swisher International, Inc. Retirement Income Plan for Wage Employees
  • RANK ind #7321

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

Major League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$69MU.S. Silica Company Retirement PlanU.S. Silica Company Retireme…$69MSwisher International, Inc. Retirement Income Plan for Wage EmployeesSwisher International, Inc. …$69MLocal 966 Pension Plan$69MSpencer Savings Bank, Sla Employees' Pension PlanSpencer Savings Bank, Sla Em…$69M
End-of-year total assets ($M) among Local 966 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$69M
Net Income$3M
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 -50510152025 Total assets ($B) Participants Local 966 Pension Plan, Total assets ($B): 0.068758949 · Participants: 45Local 966 Pension PlanNational Electrical Benefit Fund, Total assets ($B): 20.376060206 · Participants: 332362National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.271295253 · Participants: 18014Lockheed Martin Corporation Salaried Employee Retirement ProgramBakery & Confectionery Union & Industry International Pension Fund, Total assets ($B): 6.575836095 · Participants: 14954Bakery & Confectionery Union & Industry International Pension FundNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.765198925 · Participants: 15964National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.76226641 · Participants: 1091Major League Baseball Players 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 Swisher International, Inc. Retirement Income Plan for Wage Employees in FL ($69M); by covered participants it is Employee Benefits Plan of Cp Rochester in NY (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Local 966 Pension Plan edged up modestly - up 4.5% during 2024, from $66M to $69M. Reported net income was $3M.
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 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Swisher International, Inc. Retirement Income Plan for Wage Employees in FL ($69M, 138 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 Employee Benefits Plan of Cp Rochester in NY (45 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.