Baton Rouge City-Parish ERS Basics

  • Established 1953
  • Currently open to new hires
  • Plan covers local employees
  • Plan members not covered by Social Security
  • Single employer

Assets, Participants, and Benefits

Assets at Year-End, Baton Rouge City-Parish ERS, 2004-2022

Fiscal Year Net Assets (billions)
2004 0.88
2005 0.93
2006 1.03
2007 1.04
2008 0.71
2009 0.85
2010 0.94
2011 0.89
2012 0.96
2013 1.06
2014 1.07
2015 1.02
2016 1.06
2017 1.18
2018 1.07
2019 1.19
2020 1.29
2021 1.42
2022 1.22

Source: Public Plans Database

Copy this code into your HTML Editor, Blog Post or CMS.

Number of Actives per Annuitant, 2001-2022

Fiscal Year Baton Rouge City-Parish ERS US State and Local Pensions
2001 1.4 2.4
2002 1.3 2.3
2003 1.3 2.2
2004 1.2 2.1
2005 1.1 2.1
2006 1.1 2.0
2007 1.1 2.0
2008 1.1 1.9
2009 1.1 1.9
2010 1.0 1.8
2011 1.0 1.7
2012 0.9 1.6
2013 1.0 1.5
2014 0.9 1.4
2015 0.9 1.4
2016 0.8 1.4
2017 0.8 1.4
2018 0.8 1.3
2019 0.8 1.3
2020 0.8 1.3
2021 0.7 1.2
2022 0.7 1.2

Source: Public Plans Database

National data averages are weighted by plan size.

Copy this code into your HTML Editor, Blog Post or CMS.

Costs

Employer's Annual Required Contribution as a Percentage of Payroll and Portion Paid for Baton Rouge City-Parish ERS, 2001-2022

Fiscal Year Portion of Employer ARC paid Portion of Employer ARC left unpaid US Avg Employer ARC ARC as a Percent of Payroll
2001 8.7 2.2 8.7 10.9
2002 10.0 3.6 8.7 13.5
2003 11.5 3.6 10.5 15.2
2004 16.0 0.9 11.8 16.8
2005 17.9 0.0 13.7 17.0
2006 19.6 0.0 14.3 17.3
2007 21.4 0.0 13.9 17.9
2008 20.3 0.0 12.8 17.1
2009 16.6 0.3 14.4 16.8
2010 21.6 0.0 15.5 21.3
2011 26.4 0.0 16.4 24.8
2012 27.1 0.0 18.1 25.5
2013 29.1 0.0 20.3 26.7
2014 30.2 0.0 20.6 27.6
2015 30.1 0.0 20.3 28.1
2016 30.8 0.0 21.0 28.0
2017 30.2 0.0 19.7 28.8
2018 34.8 0.0 20.7 32.0
2019 32.5 0.0 20.8 32.1
2020 34.6 0.0 21.5 33.5
2021 35.8 0.0 21.9 35.4
2022 36.4 0.1 22.3 36.5

Source: Public Plans Database

National data averages are weighted by plan size.

Copy this code into your HTML Editor, Blog Post or CMS.

Actuarial Funding

Actuarial Funded Ratio for Baton Rouge City-Parish ERS, 2001-2022

Fiscal Year Baton Rouge City-Parish ERS National Data
2001 86.0 101.7
2002 83.6 94.8
2003 83.2 89.0
2004 83.6 87.2
2005 83.2 85.4
2006 84.2 85.3
2007 84.6 86.3
2008 78.6 84.4
2009 74.2 78.4
2010 73.9 75.7
2011 72.2 74.3
2012 72.0 72.3
2013 73.0 71.9
2014 71.0 73.2
2015 69.3 73.2
2016 67.9 71.6
2017 67.9 72.1
2018 66.8 72.4
2019 65.3 72.5
2020 65.6 72.7
2021 67.0 76.2
2022 66.2 77.1

Source: Public Plans Database

National data averages are weighted by plan size.

Copy this code into your HTML Editor, Blog Post or CMS.

Investments

Asset Allocation for Baton Rouge City-Parish ERS, 2022

Category Percent
Equities 39.1
Fixed Income 28.7
Private Equity 8.6
Real Estate 13.7
Cash 0.0
Other 4.6
Commodities 0.0
Hedge Fund 5.3
Misc. Alternatives 0.0

Source: Public Plans Database

Copy this code into your HTML Editor, Blog Post or CMS.

Asset Allocation for State and Local Pensions, 2022

Category Percent
Equities 42.7
Fixed Income 20.8
Private Equity 13.0
Real Estate 10.2
Cash 2.1
Other 0.6
Commodities 2.3
Hedge Fund 6.5
Misc. Alternatives 1.8

Source: Public Plans Database

National data averages are weighted by plan size.

Copy this code into your HTML Editor, Blog Post or CMS.


Asset allocation for Baton Rouge City-Parish ERS, 2004-2022

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2004 67.7 31.5 0.0 0.0 0.8 0.0 0.0 0.0 0.0
2005 65.6 33.5 0.0 0.0 0.9 0.0 0.0 0.0 0.0
2006 61.7 25.0 0.0 5.2 8.1 0.0 0.0 0.0 0.0
2007 62.7 31.0 0.0 5.7 0.6 0.0 0.0 0.0 0.0
2008 56.2 35.1 0.0 7.1 1.6 0.0 0.0 0.0 0.0
2009 67.3 27.7 0.0 3.6 1.4 0.0 0.0 0.0 0.0
2010 62.8 28.3 0.0 3.6 5.3 0.0 0.0 0.0 0.0
2011 60.2 33.5 0.0 5.6 0.7 0.0 0.0 0.0 0.0
2012 59.6 29.1 0.0 9.9 1.4 0.0 0.0 0.0 0.0
2013 64.9 24.5 0.0 5.1 1.1 0.0 0.0 4.4 0.0
2014 58.6 29.4 0.7 5.5 0.5 0.0 0.0 5.3 0.0
2015 56.2 29.5 1.9 6.4 0.4 0.0 0.0 5.6 0.0
2016 56.8 28.7 2.5 6.5 0.4 0.0 0.0 5.1 0.0
2017 54.8 26.1 3.2 6.1 0.1 0.0 0.0 9.7 0.0
2018 50.8 27.1 4.6 7.1 0.2 0.0 0.0 10.2 0.0
2019 50.6 25.2 3.9 6.6 0.2 0.0 0.0 13.5 0.0
2020 51.9 25.1 3.9 6.0 0.5 0.0 0.0 12.6 0.0
2021 44.9 29.1 5.4 11.1 0.4 3.7 0.0 5.4 0.0
2022 39.1 28.7 8.6 13.7 0.0 4.6 0.0 5.3 0.0

Source: Public Plans Database

Copy this code into your HTML Editor, Blog Post or CMS.


Annual Return as of December 31 for Baton Rouge City-Parish ERS, 2001-2022

Fiscal Year Baton Rouge City-Parish ERS Assumed return
2001 -1.80 8.00
2002 -8.10 8.00
2003 24.00 8.00
2004 11.80 7.75
2005 9.20 7.75
2006 15.20 null
2007 4.30 7.75
2008 -28.50 7.75
2009 25.40 7.50
2010 15.80 7.50
2011 -1.80 7.50
2012 13.90 7.50
2013 15.70 7.50
2014 5.30 7.25
2015 -0.50 7.25
2016 8.60 7.25
2017 16.70 7.25
2018 -5.40 7.25
2019 17.40 7.00
2020 13.30 7.00
2021 14.70 7.00
2022 -9.98 7.00

Source: Public Plans Database

National data averages are weighted by plan size.

Copy this code into your HTML Editor, Blog Post or CMS.

Cash Flows

Cash Flow vs. Total Assets (Millions)
Baton Rouge City-Parish ERS
2004-2022

Fiscal Year Cash Flow Assets
2004 -26.8 878.1
2005 -26.7 927.0
2006 -27.5 1,032.5
2007 -37.2 1,037.8
2008 -30.0 714.2
2009 -33.1 850.5
2010 -32.5 943.4
2011 -35.7 888.2
2012 -41.9 961.3
2013 -40.3 1,061.4
2014 -38.1 1,073.9
2015 -41.1 1,023.2
2016 -41.9 1,060.4
2017 -42.2 1,180.9
2018 -41.9 1,071.1
2019 -50.2 1,193.2
2020 -48.6 1,287.7
2021 -49.3 1,415.5
2022 -51.8 1,219.5

Source: Public Plans Database

Copy this code into your HTML Editor, Blog Post or CMS.

Note: The PPD average is for plans with a similar fiscal year end (FYE) date to the plan presented on this page.


Cash Flow as a Percentage of Assets
Baton Rouge City-Parish ERS
2004-2022

Fiscal Year Baton Rouge City-Parish ERS National Average
2004 -3.1 -2.6
2005 -2.9 -2.2
2006 -2.7 -2.2
2007 -3.6 -2.3
2008 -4.2 -2.9
2009 -3.9 -3.2
2010 -3.4 -3.2
2011 -4.0 -3.4
2012 -4.4 -3.3
2013 -3.8 -3.1
2014 -3.5 -2.9
2015 -4.0 -3.1
2016 -3.9 -3.2
2017 -3.6 -2.9
2018 -3.9 -3.1
2019 -4.2 -3.1
2020 -3.8 -2.8
2021 -3.5 -2.5
2022 -4.2 -2.9

Source: Public Plans Database

National data averages are weighted by plan size.

Copy this code into your HTML Editor, Blog Post or CMS.

2022 Financial Reports

Benefits

Website for Baton Rouge City-Parish ERS benefit descriptions.