Tucson Supplemental RS Basics

  • Established 1953
  • Currently open to new hires
  • Plan covers local employees
  • Plan members covered by Social Security
  • Single employer

Assets, Participants, and Benefits

Assets at Year-End, Tucson Supplemental RS, 2001-2022

Fiscal Year Net Assets (billions)
2001 0.47
2002 0.43
2003 0.45
2004 0.52
2005 0.56
2006 0.62
2007 0.70
2008 0.65
2009 0.48
2010 0.51
2011 0.60
2012 0.58
2013 0.64
2014 0.74
2015 0.74
2016 0.73
2017 0.79
2018 0.82
2019 0.84
2020 0.83
2021 1.01
2022 0.86

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2022

Fiscal Year Tucson Supplemental RS US State and Local Pensions
2001 2.7 2.4
2002 2.5 2.3
2003 1.9 2.2
2004 2.0 2.1
2005 2.0 2.1
2006 1.7 2.0
2007 1.6 2.0
2008 1.4 1.9
2009 1.3 1.9
2010 1.2 1.8
2011 1.0 1.7
2012 1.0 1.6
2013 1.0 1.5
2014 1.0 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 0.8 1.2
2022 0.8 1.2

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 Tucson Supplemental RS, 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 7.0 0.0 5.3 7.0
2002 5.9 0.0 5.2 5.9
2003 8.9 0.0 6.0 8.9
2004 12.3 0.0 7.7 12.3
2005 13.4 0.0 9.6 13.4
2006 15.2 0.0 9.9 15.2
2007 16.3 0.0 10.6 16.3
2008 16.4 0.0 11.0 16.4
2009 16.2 0.0 11.0 16.2
2010 19.5 0.0 11.6 19.5
2011 23.6 0.0 13.4 23.6
2012 27.9 0.0 14.0 27.9
2013 27.4 0.0 15.1 27.4
2014 27.0 0.0 15.6 27.0
2015 27.5 0.0 16.1 27.0
2016 28.8 0.0 16.1 28.3
2017 27.2 0.0 16.4 25.2
2018 26.9 0.0 18.8 25.2
2019 26.3 0.0 17.8 22.5
2020 27.3 0.0 19.5 21.9
2021 24.9 0.0 19.6 22.4
2022 29.3 0.0 19.9 23.1

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Tucson Supplemental RS, 2001-2022

Fiscal Year Tucson Supplemental RS National Data
2001 95.0 101.7
2002 83.6 94.8
2003 76.3 89.0
2004 76.7 87.2
2005 77.6 85.4
2006 79.9 85.3
2007 83.1 86.3
2008 79.1 84.4
2009 77.4 78.4
2010 71.0 75.7
2011 67.3 74.3
2012 63.5 72.3
2013 63.3 71.9
2014 64.8 73.2
2015 69.2 73.2
2016 71.1 71.6
2017 74.1 72.1
2018 76.2 72.4
2019 72.8 72.5
2020 73.3 72.7
2021 76.1 76.2
2022 76.5 77.1

Source: Public Plans Database

National data averages are weighted by plan size.

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Investments

Asset Allocation for Tucson Supplemental RS, 2022

Category Percent
Equities 54.3
Fixed Income 26.1
Private Equity 0.0
Real Estate 14.4
Cash 0.0
Other 0.0
Commodities 5.2
Hedge Fund 0.0
Misc. Alternatives 0.0

Source: Public Plans Database

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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.

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Asset allocation for Tucson Supplemental RS, 2001-2022

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 null null null null null null null null null
2002 66.3 28.8 0.0 4.9 0.0 0.0 0.0 0.0 0.0
2003 66.6 28.2 0.0 5.2 0.0 0.0 0.0 0.0 0.0
2004 69.8 25.3 0.0 4.9 0.0 0.0 0.0 0.0 0.0
2005 66.1 28.4 0.0 5.4 0.1 0.0 0.0 0.0 0.0
2006 63.7 28.5 0.0 7.8 0.0 0.0 0.0 0.0 0.0
2007 63.7 27.9 0.0 8.4 0.0 0.0 0.0 0.0 0.0
2008 63.7 27.9 0.0 8.4 0.0 0.0 0.0 0.0 0.0
2009 57.6 28.9 0.0 8.2 0.0 0.0 5.3 0.0 0.0
2010 59.2 29.0 0.0 6.1 0.1 0.0 5.6 0.0 0.0
2011 61.7 26.3 0.0 5.9 0.1 0.0 6.0 0.0 0.0
2012 59.2 25.5 0.0 8.5 0.1 0.0 6.7 0.0 0.0
2013 62.4 23.6 0.0 7.6 0.2 0.0 6.2 0.0 0.0
2014 64.2 22.1 0.0 7.5 0.3 0.0 5.9 0.0 0.0
2015 64.3 22.2 0.0 8.0 0.1 0.0 5.4 0.0 0.0
2016 57.4 26.7 0.0 8.8 0.3 0.0 6.8 0.0 0.0
2017 58.8 25.5 0.0 9.5 0.2 0.0 6.0 0.0 0.0
2018 60.5 25.6 0.0 9.5 0.1 0.0 4.3 0.0 0.0
2019 58.9 27.0 0.0 9.3 0.1 0.0 4.7 0.0 0.0
2020 60.4 28.2 0.0 9.3 2.0 0.0 0.1 0.0 0.0
2021 65.7 26.0 0.0 7.6 0.7 0.0 0.0 0.0 0.0
2022 54.3 26.1 0.0 14.4 0.0 0.0 5.2 0.0 0.0

Source: Public Plans Database

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Annual Return as of June 30 for Tucson Supplemental RS, 2001-2022

Fiscal Year Tucson Supplemental RS Assumed return
2001 -8.10 8.00
2002 -8.10 8.00
2003 3.30 8.00
2004 17.80 7.75
2005 9.30 7.75
2006 10.70 7.75
2007 17.19 7.75
2008 -4.63 7.75
2009 -20.96 7.75
2010 11.60 7.75
2011 23.19 7.75
2012 2.39 7.75
2013 14.84 7.75
2014 19.64 7.25
2015 4.60 7.25
2016 2.33 7.25
2017 14.77 7.25
2018 9.90 7.25
2019 6.20 7.00
2020 4.20 7.00
2021 27.14 7.00
2022 -11.30 6.75

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

Cash Flow vs. Total Assets (Millions)
Tucson Supplemental RS
2001-2022

Fiscal Year Cash Flow Assets
2001 -2.3 470.7
2002 2.4 433.1
2003 0.1 445.9
2004 -7.1 515.5
2005 -1.3 559.1
2006 -1.3 615.4
2007 -18.7 696.0
2008 -12.5 650.2
2009 -24.5 484.6
2010 -20.8 514.1
2011 -28.7 599.7
2012 -27.8 580.4
2013 -20.8 641.0
2014 -25.2 735.7
2015 -26.7 739.8
2016 -31.1 726.8
2017 -34.7 789.9
2018 -36.0 823.6
2019 -36.9 836.6
2020 -36.3 833.2
2021 -37.6 1,013.4
2022 -31.1 863.1

Source: Public Plans Database

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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
Tucson Supplemental RS
2001-2022

Fiscal Year Tucson Supplemental RS National Average
2001 -0.5 -2.0
2002 0.6 -2.4
2003 0.0 -2.6
2004 -1.4 -1.8
2005 -0.2 -2.2
2006 -0.2 -2.2
2007 -2.7 -2.0
2008 -1.9 -2.2
2009 -5.1 -3.1
2010 -4.0 -3.2
2011 -4.8 -3.0
2012 -4.8 -3.2
2013 -3.2 -3.1
2014 -3.4 -2.9
2015 -3.6 -2.7
2016 -4.3 -2.9
2017 -4.4 -2.8
2018 -4.4 -2.4
2019 -4.4 -2.4
2020 -4.4 -2.3
2021 -3.7 -2.0
2022 -3.6 -1.9

Source: Public Plans Database

National data averages are weighted by plan size.

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2022 Financial Reports

Benefits

Website for Tucson Supplemental RS benefit descriptions.