State Data » Maryland » Montgomery County (MD) Public Schools » Montgomery County (MD) Public Schools

Montgomery County (MD) Public Schools Basics

  • Established 1980
  • 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, Montgomery County (MD) Public Schools, 2004-2024

Fiscal Year Net Assets (billions)
2004 0.67
2005 0.73
2006 0.79
2007 0.93
2008 0.88
2009 0.70
2010 0.81
2011 0.99
2012 1.02
2013 1.16
2014 1.36
2015 1.41
2016 1.42
2017 1.59
2018 1.72
2019 1.81
2020 1.83
2021 2.28
2022 2.04
2023 2.17
2024 2.41

Source: Public Plans Database

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Number of Actives per Annuitant, 2002-2024

Fiscal Year Montgomery County (MD) Public Schools US State and Local Pensions
2002 null 2.3
2003 null 2.2
2004 null 2.1
2005 null 2.1
2006 null 2.0
2007 null 2.0
2008 null 1.9
2009 null 1.9
2010 null 1.8
2011 null 1.7
2012 null 1.6
2013 null 1.6
2014 null 1.5
2015 null 1.5
2016 null 1.4
2017 1.8 1.4
2018 1.7 1.4
2019 1.7 1.3
2020 1.7 1.3
2021 1.7 1.2
2022 1.6 1.2
2023 1.7 1.2
2024 1.7 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 Montgomery County (MD) Public Schools, 2002-2024

Fiscal Year Portion of Employer ARC paid Portion of Employer ARC left unpaid US Avg Employer ARC ARC as a Percent of Payroll
2002 1.7 0.0 5.3 1.7
2003 1.8 0.0 6.1 1.8
2004 1.9 0.1 8.0 2.0
2005 2.8 0.0 9.6 2.8
2006 3.1 0.0 10.0 3.1
2007 4.8 0.0 10.8 4.7
2008 4.4 0.0 11.1 4.4
2009 4.5 0.0 11.2 4.5
2010 4.7 0.0 11.7 4.5
2011 5.0 0.0 13.4 4.9
2012 5.2 0.0 14.2 5.1
2013 5.4 0.1 15.3 5.5
2014 5.8 0.0 14.9 5.6
2015 5.9 0.0 15.2 3.1
2016 5.3 0.0 15.2 4.1
2017 4.5 0.0 15.4 4.1
2018 5.1 0.0 17.6 3.8
2019 5.5 0.0 16.6 4.6
2020 5.3 0.0 18.3 4.5
2021 4.2 0.0 18.2 3.6
2022 4.0 0.0 18.7 3.5
2023 3.9 0.0 18.3 3.6
2024 4.2 0.0 18.3 3.6

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Montgomery County (MD) Public Schools, 2002-2024

Fiscal Year Montgomery County (MD) Public Schools National Data
2002 102.1 94.7
2003 93.4 88.8
2004 86.8 87.0
2005 80.5 85.4
2006 71.8 85.2
2007 73.5 86.2
2008 74.7 84.4
2009 71.9 78.5
2010 68.9 75.8
2011 70.1 74.4
2012 68.8 72.4
2013 69.0 72.0
2014 75.6 73.2
2015 79.2 73.2
2016 81.0 71.7
2017 75.2 72.1
2018 76.7 72.4
2019 83.5 72.6
2020 84.6 72.8
2021 85.9 75.9
2022 85.8 76.4
2023 84.1 76.3
2024 84.2 76.0

Source: Public Plans Database

National data averages are weighted by plan size.

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Investments

Asset Allocation for Montgomery County (MD) Public Schools, 2024

Category Percent
Equities null
Fixed Income null
Private Equity null
Real Estate null
Cash null
Other null
Commodities null
Hedge Fund null
Misc. Alternatives null

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2024

Category Percent
Equities 42.4
Fixed Income 21.1
Private Equity 13.7
Real Estate 9.1
Cash 2.4
Other 0.0
Commodities 3.0
Hedge Fund 6.5
Misc. Alternatives 1.7

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for Montgomery County (MD) Public Schools, 2002-2024

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2002 null null null null null null null null null
2003 null null null null null null null null null
2004 null null null null null null null null null
2005 null null null null null null null null null
2006 null null null null null null null null null
2007 null null null null null null null null null
2008 null null null null null null null null null
2009 null null null null null null null null null
2010 null null null null null null null null null
2011 null null null null null null null null null
2012 null null null null null null null null null
2013 null null null null null null null null null
2014 null null null null null null null null null
2015 null null null null null null null null null
2016 null null null null null null null null null
2017 null null null null null null null null null
2018 null null null null null null null null null
2019 null null null null null null null null null
2020 null null null null null null null null null
2021 null null null null null null null null null
2022 null null null null null null null null null
2023 null null null null null null null null null
2024 null null null null null null null null null

Source: Public Plans Database

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Annual Return as of June 30 for Montgomery County (MD) Public Schools, 2004-2024

Fiscal Year Montgomery County (MD) Public Schools Assumed return
2004 15.03 8.00
2005 9.54 8.00
2006 8.58 7.50
2007 16.18 7.50
2008 -7.45 7.50
2009 -22.00 7.50
2010 11.79 7.50
2011 20.82 7.50
2012 0.48 7.50
2013 11.03 7.50
2014 15.35 7.50
2015 14.38 7.50
2016 -0.24 7.50
2017 12.23 7.50
2018 7.85 7.50
2019 4.62 7.00
2020 1.11 7.00
2021 25.32 7.00
2022 8.40 6.75
2023 -8.70 6.75
2024 11.93 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)
Montgomery County (MD) Public Schools
2004-2024

Fiscal Year Cash Flow Assets
2004 -15.4 673.5
2005 -9.4 727.9
2006 -5.0 785.1
2007 16.2 929.7
2008 17.6 877.3
2009 20.3 702.5
2010 19.2 805.6
2011 18.8 994.1
2012 21.7 1,020.7
2013 22.1 1,156.5
2014 23.8 1,359.7
2015 21.8 1,408.0
2016 10.6 1,415.1
2017 -1.6 1,586.5
2018 7.8 1,719.2
2019 10.0 1,808.7
2020 2.7 1,831.6
2021 -15.4 2,278.1
2022 -23.0 2,037.0
2023 -31.6 2,174.5
2024 -26.1 2,406.2

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
Montgomery County (MD) Public Schools
2004-2024

Fiscal Year Montgomery County (MD) Public Schools National Average
2004 -2.3 -1.8
2005 -1.3 -2.2
2006 -0.6 -2.6
2007 1.7 -2.1
2008 2.0 -2.2
2009 2.9 -3.1
2010 2.4 -3.2
2011 1.9 -3.1
2012 2.1 -3.3
2013 1.9 -3.2
2014 1.8 -2.9
2015 1.5 -2.7
2016 0.7 -3.0
2017 -0.1 -2.8
2018 0.5 -2.5
2019 0.6 -2.4
2020 0.2 -2.3
2021 -0.7 -2.0
2022 -1.1 -1.9
2023 -1.5 -1.9
2024 -1.1 -1.8

Source: Public Plans Database

National data averages are weighted by plan size.

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