State Data » California » Sacramento County ERS » Sacramento County ERS

Sacramento County ERS Basics

  • Established 1941
  • Currently open to new hires
  • Plan covers local employees
  • Plan members covered by Social Security
  • Multiple employer, cost sharing plan

Assets, Participants, and Benefits

Assets at Year-End, Sacramento County ERS, 2001-2019

Fiscal Year Net Assets (billions)
2001 3.43
2002 3.20
2003 3.24
2004 3.76
2005 4.58
2006 5.09
2007 5.98
2008 5.74
2009 4.41
2010 4.98
2011 6.14
2012 6.07
2013 6.79
2014 7.81
2015 7.88
2016 7.68
2017 8.58
2018 9.25
2019 9.82

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2019

Fiscal Year Sacramento County ERS US State and Local Pensions
2001 2.4 2.5
2002 2.4 2.4
2003 2.4 2.3
2004 2.2 2.2
2005 2.0 2.1
2006 2.0 2.1
2007 2.0 2.0
2008 2.0 2.0
2009 1.9 1.9
2010 1.6 1.8
2011 1.4 1.7
2012 1.3 1.6
2013 1.2 1.5
2014 1.2 1.5
2015 1.1 1.5
2016 1.1 1.4
2017 1.1 1.4
2018 1.1 1.3
2019 1.0 1.3

Source: Public Plans Database

National data averages are weighted by plan size.

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Costs

Employer's Annual Required Contribution as a Percentage of Payroll and Portion Paid for Sacramento County ERS, 2001-2019

Fiscal Year Portion of Employer ARC paid Portion of Employer ARC left unpaid US Avg Employer ARC ARC as a Percent of Payroll
2001 6.4 0.0 5.0 6.4
2002 6.4 0.0 4.8 6.4
2003 7.2 0.0 5.7 7.2
2004 16.7 0.0 7.3 16.7
2005 73.4 0.0 9.0 73.4
2006 16.9 2.7 9.3 19.7
2007 18.8 0.0 10.0 18.8
2008 18.5 0.0 10.4 18.5
2009 18.3 0.0 10.2 18.3
2010 18.3 0.0 10.5 18.3
2011 20.8 0.0 12.5 20.8
2012 20.5 0.0 12.9 20.5
2013 21.6 0.0 13.9 21.6
2014 23.8 0.0 14.5 23.8
2015 24.7 0.0 14.9 24.7
2016 22.1 0.0 14.8 22.1
2017 20.8 0.0 15.1 20.8
2018 20.0 0.0 18.1 20.0
2019 23.4 0.0 18.8 23.4

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Sacramento County ERS, 2001-2019

Fiscal Year Sacramento County ERS National Data
2001 107.7 106.5
2002 107.1 101.1
2003 104.3 94.2
2004 93.3 93.1
2005 93.2 91.1
2006 93.0 90.5
2007 93.4 91.2
2008 93.2 90.2
2009 86.0 83.2
2010 87.7 81.5
2011 87.0 80.4
2012 83.3 78.9
2013 82.8 78.7
2014 85.2 79.0
2015 86.8 78.2
2016 87.3 76.3
2017 81.1 76.4
2018 81.4 76.5
2019 81.6 76.1

Source: Public Plans Database

National data averages are weighted by plan size and reflects the average for plans of similar type and Social Security coverage.

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Investments

Asset Allocation for Sacramento County ERS, 2019

Category Percent
Equities 41.9
Fixed Income 19.9
Private Equity 10.2
Real Estate 9.3
Cash 0.0
Other 0.0
Commodities 7.1
Hedge Fund 11.6
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2019

Category Percent
Equities 47.2
Fixed Income 22.9
Private Equity 9.0
Real Estate 9.0
Cash 1.8
Other 0.0
Commodities 1.9
Hedge Fund 6.7
Misc. Alternatives 1.5

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for Sacramento County ERS, 2001-2019

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 58.2 27.5 0.0 11.1 3.3 0.0 0.0 0.0 0.0
2002 56.5 32.1 0.0 11.2 0.2 0.0 0.0 0.0 0.0
2003 61.4 28.0 0.0 9.9 0.6 0.0 0.0 0.0 0.0
2004 63.7 26.6 0.0 7.5 2.1 0.0 0.0 0.0 0.0
2005 60.5 30.1 0.0 8.2 1.2 0.0 0.0 0.0 0.0
2006 56.7 21.3 0.0 12.1 5.3 0.0 0.0 4.7 0.0
2007 59.5 22.3 0.0 12.7 5.5 0.0 0.0 0.0 0.0
2008 46.2 20.2 4.6 13.8 4.2 0.0 0.0 11.1 0.0
2009 47.6 21.1 0.5 13.5 7.5 0.0 0.0 9.8 0.0
2010 50.7 21.0 0.8 13.1 3.8 0.0 0.0 10.7 0.0
2011 53.1 17.4 1.1 11.8 7.7 0.0 0.0 8.9 0.0
2012 51.2 18.2 1.7 12.8 7.6 0.0 1.7 6.8 0.0
2013 48.9 18.8 2.5 0.0 7.1 0.0 13.8 9.0 0.0
2014 48.8 19.0 3.8 0.0 3.6 0.0 14.1 10.7 0.0
2015 44.9 19.4 10.0 0.0 0.1 0.0 14.0 11.6 0.0
2016 45.3 19.6 9.8 0.0 0.0 0.0 13.1 12.2 0.0
2017 47.0 18.0 7.8 0.0 2.6 0.0 13.6 11.0 0.0
2018 36.7 23.0 8.3 9.1 5.9 0.0 6.3 10.7 0.0
2019 41.9 19.9 10.2 9.3 0.0 0.0 7.1 11.6 0.0

Source: Public Plans Database

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Annual Return as of June 30 for Sacramento County ERS, 2001-2019

Fiscal Year Sacramento County ERS Assumed return
2001 -4.90 8.00
2002 -5.20 8.00
2003 3.70 8.00
2004 16.20 8.00
2005 10.10 7.75
2006 12.10 7.75
2007 18.00 7.88
2008 -4.50 7.88
2009 -21.80 7.88
2010 13.90 7.75
2011 22.70 7.75
2012 0.50 7.50
2013 12.80 7.50
2014 16.10 7.50
2015 2.20 7.50
2016 -0.90 7.50
2017 13.40 7.50
2018 9.90 7.00
2019 6.90 7.00

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

Cash Flow vs. Total Assets (Millions)
Sacramento County ERS
2001-2019

Fiscal Year Cash Flow Assets
2001 -39.5 3,432.8
2002 -39.5 3,199.2
2003 -61.2 3,238.8
2004 -2.4 3,761.7
2005 395.3 4,576.4
2006 -13.4 5,090.9
2007 -6.6 5,975.9
2008 -5.4 5,736.3
2009 -10.0 4,407.9
2010 -44.4 4,981.0
2011 -47.1 6,140.6
2012 -63.3 6,073.9
2013 -71.4 6,788.0
2014 -85.1 7,810.0
2015 -89.4 7,878.8
2016 -125.6 7,680.9
2017 -145.6 8,584.2
2018 -173.7 9,251.9
2019 -106.0 9,821.7

Source: Public Plans Database

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Cash Flow as a Percentage of Assets
Sacramento County ERS
2001-2019

Fiscal Year Sacramento County ERS National Average
2001 -1.2 -2.3
2002 -1.2 -2.3
2003 -1.9 -2.6
2004 -0.1 -1.7
2005 8.6 -1.9
2006 -0.3 -1.9
2007 -0.1 -1.7
2008 -0.1 -1.9
2009 -0.2 -2.7
2010 -0.9 -2.9
2011 -0.8 -2.8
2012 -1.0 -3.1
2013 -1.1 -3.0
2014 -1.1 -2.7
2015 -1.1 -2.8
2016 -1.6 -3.0
2017 -1.7 -2.9
2018 -1.9 -2.4
2019 -1.1 -2.7

Source: Public Plans Database

National data averages are weighted by plan size.

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2019 Financial Reports

Benefits

Website for Sacramento County ERS benefit descriptions.