The June 2024 update featured:
- FY 2023 data for about two-thirds of the state and local defined benefits plans in the PPD, sourced from plan reports released through March 2024.
The December 2023 update featured:
- Data from plan reports released through September 2023, including: FY 2022 data for almost 100 percent of the PPD.
- New browsable data browsable data on the present value of benefits for actives and retirees.
The September 2023 update featured:
- The most current data for plans that have released financial reports through June 2023, allowing 90 percent completion of FY 2022 data.
- Data on the Top Stock and Bond Holdings by pension funds is newly updated.
- Data for Utah Public Safety expanded to cover both Utah Public Safety and Utah Firefighters.
The June 2023 update featured:
- The most current data for plans that have released financial reports through March 2023.
- Data on 10 additional local plans, as we continue towards reaching complete coverage for major cities across the U.S.:
- Birmingham Police and Fire
- Miami General and Sanitation Employees
- New Orleans Firefighters
- Kansas City (MO) Civilian
- Charlotte (NC) Law Enforcement
- Bismarck Police Plan
- Charleston (WV) Police
- Sioux Falls Fire
- Arkansas Police and Fire
- Delaware Police and Fire
- Consolidated Atlanta Education and Atlanta General Employees into one combined plan titled Atlanta General Employees.
- Data on the interest rate risk of pension fund assets (i.e., duration) is newly updated.
The March 2023 update featured:
- The most current data for plans that have released financial reports through December 2022.
The December 2022 update featured:
- The most current data for plans that have released financial reports through September 2022.
The September 2022 update featured:
- The most current data for plans that have released financial reports through June 2022.
The June 2022 update featured:
- The most current data for plans that have released financial reports through March 2022.
- Data on 10 additional local plans, as we continue towards reaching complete coverage for major cities across the U.S.:
- Chicago Laborers
- Austin Fire
- Austin Police
- Fairfax County Uniformed
- St. Louis Police
- St. Louis Firemen
- Atlanta Education
- Kansas City Police
- Kansas City Fire
- Pittsburgh Fire
The March 2022 update featured:
- The most current data for plans that have released financial reports through December 2021.
- 9 new variables added to the downloadable dataset:
- Employer’s Statutory Contribution Rate
- Total Projected Statutory Contribution Rate
- Employer’s Statutory Contribution Amount
- Total Projected Statutory Contribution Amount
- Pension Obligation Bond Flag
- Pension Obligation Bond Amount
- Leverage Flag
- Target Leverage Percent
- Actual Leverage Percent
The December 2021 update featured:
- The most current data for plans that have released financial reports through September 2021.
The September 2021 update featured:
- The most current data for plans that have released financial reports through June 2021.
- Expanded historical data and downloadable financial reports for select plans. Data can be accessed through the Interactive Data Browser. Multiple plans across Illinois, Ohio, and Pennsylvania now have expanded historical data:
- Illinois SERS, TRS and Universities
- Ohio PERS, School Employees, and Police & Fire
- Pennsylvania SERS and Schools
- A new downloadable dataset of pension annuity payout options by plan.
- An expansion of the downloadable dataset of public sector defined contribution plans, with a particular focus on 457 plans.
- Updated data through fiscal year 2020 in the Top Stock and Bonds Holdings dataset. Top holdings data is now also available for the ten new plans added in June.
The June 2021 update featured:
- The most current data for plans that have released financial reports through March 2021.
- Data on 10 additional plans:
- Atlanta Fire
- Baltimore City Employees
- Chicago Fire
- Fairfax County Police
- Houston Police
- Jacksonville Fire and Police
- Kansas City Schools
- New York City Educational
- Oklahoma Fire
- Wichita Police and Fire
- A new downloadable dataset of public sector defined contribution plans. This dataset will be expanded in the near future.
The March 2021 update featured:
- The most current data for plans that released financial reports through December 2020.
The December 2020 update featured:
- The most current data for plans that released financial reports through September 2020.
- New variables that record the name of each plan’s investment consulting company.
The September 2020 update featured:
- The most current data for plans that released financial reports through June 2020.
- Expanded historical data and downloadable financial reports for select plans. Data can be accessed through the Interactive Data Browser. Seven plans have expanded data and reports back to as early as 1911, including:
- Connecticut SERS, TRS, and Municipal
- Massachusetts SRS and TRS
- Rhode Island ERS and MERS
The June 2020 update featured:
- The most current data for plans that released financial reports through March 2020.
- Data on 10 additional plans:
- Dallas ERS
- Delaware County and Municipal Employees
- Houston Municipal
- Jersey City Municipal Employees Pension Fund
- Louis Employees
- Louisiana Municipal Employees
- Oklahoma Municipal Employees
- Omaha ERS
- Pittsburgh Municipal
- Vermont Municipal Employees
- Two new downloadable datasets:
- Pension plan board size and composition
- Top equity and fixed income holdings
- Investment Policy Statements available for download
The March 2020 update featured:
- The most current data for plans that released financial reports through January 2020.
- New variables:
- Actuarial Firm variables that record the name of each plan’s actuarial consultant company
- High-level summary data on the duration of bond holdings
- New downloadable datasets, including:
- The Police and Fire Supplement to the PPD
- Detailed Credit Rating Data by Asset Class
- Detailed Bond Duration Data by Asset Class
- Investment Fee Data by Asset Class
- The removal of the Local Plans Database. Combining the current PPD with the new Police and Fire Supplement covers virtually all the plans that were previously held in the Local Plans Database.
The December 2019 update featured:
- The most current data for plans that released financial reports through September 2019.
The September 2019 update featured:
- The most current data for plans that released financial reports through June 2019.
The June 2019 update featured:
- 2018 data for plans that released financial reports through March 2019.
- Data on 10 additional local plans:
- Bismarck City (ND) Employees’ Pension Plan
- Burlington (VT) Employees Retirement System
- Charleston (WV) Firemen’s Pension and Relief
- Des Moines (IA) Water Works Retirement System
- Greenville City (SC) Fire Department’s Pension Plan
- Knox County (TN) Teachers’ DB Plan
- Little Rock City (AR) Firemen’s Relief and Pension Fund
- Manchester (NH) Employees’ Contributory Retirement System
- Marion County (IN) Law Enforcement Personnel Retirement and Disability Fund
- Sioux Falls (SD) Employees Retirement System
- A spotlight on GASB 67 data:
- GASB67 data now featured in interactive data browser
- GASB 67 reports available for download
- Improved documentation:
- Previous versions of PPD data available for download
- Expanded documentation of variable sources and imputations
- Improved plan-specific notations in QuickFacts
The March 2019 update featured:
- Data expansion through fiscal year 2018. Includes the most current data for plans that released financial reports through December 2018.
The December 2018 update featured:
- The most current data for plans that released financial reports through September 2018.
The September 2018 update featured:
- The most current data for plans that released financial reports through June 2018.
- New detailed investment data for 180 public pension plans from 2001-2017. The new data include investment performance for each plan’s overall portfolio as well the individual asset classes held by the plan. The data are accessible via the interactive data browser. For more details on the investment data please see documentation.
The June 2018 update featured:
- 2017 data for plans that release financial reports as of May 31, 2018.
- 10 additional local plans:
- Kansas City Missouri Employees’ Retirement System
- Tucson Supplemental Retirement System
- Lexington-Fayette County Policemen’s and Firefighters’ Retirement Fund
- Oklahoma City Employee Retirement System
- Wichita Employees’ Retirement System
- New Orleans Employees’ Retirement System
- New Castle County Pension Program
- Charlotte Firefighters’ Retirement System
- Pittsburgh Policemen’s Relief and Pension Fund
- Anchorage Police and Fire Retirement System
The December 2017 update featured:
- Expanded 2016 plan data.
- The creation of a new “Colorado State and School” plan for years 2001 to 2004. Colorado state legislation enacted in 2004 (Senate Bill 04-257) provided for the separation of the Colorado State and School Divisions. To better reflect this policy change, data for Colorado State and School plans are reported as a single entity from 2001 to 2004, and separately from 2005 forward.
- The removal of Portland Fire and Police Disability Retirement Fund.
- The removal of non-vested inactive members from Total Membership counts.
- The combining of Component I and II data for Detroit Employees General Retirement System and Detroit Police and Fire Retirement System for 2015 forward.
The June 2017 update featured:
- 2016 data for plans that released financial reports as of May 31, 2017.
- 10 additional local plans:
- Atlanta Police Fund
- Birmingham Retirement & Relief System
- City of Miami Firefighters and Police Officers Retirement Trust
- Detroit Employees General Retirement System
- Fairfax County Employees’ Retirement System
- Hartford Municipal Employee Retirement Fund
- Milwaukee County Employees Retirement System
- Montgomery County Employees Retirement System
- Omaha Police and Fire Pension Fund
- Providence Employees Retirement System
