Arlington County ERS 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, Arlington County ERS, 2001-2024

Fiscal Year Net Assets (billions)
2001 1.08
2002 1.00
2003 1.01
2004 1.13
2005 1.20
2006 1.30
2007 1.49
2008 1.20
2009 1.15
2010 1.27
2011 1.54
2012 1.52
2013 1.70
2014 1.98
2015 2.00
2016 1.96
2017 2.17
2018 2.30
2019 2.41
2020 2.53
2021 3.19
2022 2.81
2023 2.98
2024 3.28

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2024

Fiscal Year Arlington County ERS US State and Local Pensions
2001 null 2.4
2002 null 2.3
2003 null 2.2
2004 1.3 2.1
2005 1.2 2.1
2006 1.2 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 1.0 1.6
2013 1.0 1.6
2014 1.0 1.5
2015 1.0 1.5
2016 1.0 1.4
2017 0.9 1.4
2018 0.9 1.4
2019 0.9 1.3
2020 0.9 1.3
2021 0.9 1.2
2022 0.9 1.2
2023 0.9 1.2
2024 0.9 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 Arlington County ERS, 2001-2023

Fiscal Year Portion of Employer ARC paid Portion of Employer ARC left unpaid US Avg Employer ARC ARC as a Percent of Payroll
2001 3.4 0.0 5.4 3.4
2002 3.0 0.0 5.3 3.0
2003 3.2 0.0 6.1 3.2
2004 4.5 0.0 8.0 4.5
2005 6.2 0.0 9.6 6.2
2006 7.0 0.0 10.0 7.0
2007 10.3 0.0 10.8 10.3
2008 12.7 0.0 11.1 12.7
2009 16.8 0.0 11.2 16.8
2010 19.1 0.0 11.7 19.1
2011 19.1 0.0 13.4 19.1
2012 20.4 0.0 14.2 20.4
2013 22.3 0.0 15.3 22.3
2014 21.3 0.0 14.9 21.3
2015 23.9 0.0 15.2 23.9
2016 21.9 0.0 15.2 21.9
2017 21.9 0.0 15.4 21.9
2018 21.0 0.0 17.6 21.0
2019 21.0 0.0 16.6 21.0
2020 21.0 0.0 18.3 21.0
2021 20.9 0.0 18.2 20.9
2022 20.6 0.0 18.7 20.6
2023 20.8 0.0 18.3 20.8

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Arlington County ERS, 2001-2024

Fiscal Year Arlington County ERS National Data
2001 135.7 101.6
2002 120.5 94.7
2003 117.5 88.8
2004 106.9 87.0
2005 102.8 85.4
2006 100.4 85.2
2007 104.4 86.2
2008 105.0 84.4
2009 93.3 78.5
2010 95.2 75.8
2011 95.4 74.4
2012 91.1 72.4
2013 89.9 72.0
2014 94.4 73.2
2015 99.0 73.2
2016 99.6 71.7
2017 102.7 72.1
2018 104.4 72.4
2019 99.9 72.6
2020 101.2 72.8
2021 108.4 75.9
2022 108.5 76.4
2023 109.0 76.3
2024 111.0 76.0

Source: Public Plans Database

National data averages are weighted by plan size.

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Investments

Asset Allocation for Arlington County ERS, 2023

Category Percent
Equities 55.3
Fixed Income 34.8
Private Equity 9.1
Real Estate 0.8
Cash 0.0
Other 0.0
Commodities 0.0
Hedge Fund 0.0
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2023

Category Percent
Equities 42.3
Fixed Income 20.4
Private Equity 14.1
Real Estate 10.3
Cash 1.9
Other 0.0
Commodities 2.7
Hedge Fund 6.4
Misc. Alternatives 1.8

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for Arlington County ERS, 2001-2023

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 59.7 30.4 0.0 6.1 3.8 0.0 0.0 0.0 0.0
2002 62.2 27.2 1.2 5.9 3.5 0.0 0.0 0.0 0.0
2003 63.0 30.0 2.0 4.0 1.0 0.0 0.0 0.0 0.0
2004 58.0 32.0 2.0 1.0 2.0 0.0 5.0 0.0 0.0
2005 58.3 27.8 3.6 1.5 4.5 0.0 4.3 0.0 0.0
2006 60.2 33.6 4.2 2.0 0.0 0.0 0.0 0.0 0.0
2007 54.1 39.7 4.6 1.6 0.0 0.0 0.0 0.0 0.0
2008 53.7 39.9 4.4 2.0 0.0 0.0 0.0 0.0 0.0
2009 43.2 50.2 4.9 1.7 0.0 0.0 0.0 0.0 0.0
2010 44.6 50.5 3.3 1.6 0.0 0.0 0.0 0.0 0.0
2011 64.1 31.6 2.9 1.4 0.0 0.0 0.0 0.0 0.0
2012 61.8 33.9 3.0 1.3 0.0 0.0 0.0 0.0 0.0
2013 68.2 28.1 2.6 1.1 0.0 0.0 0.0 0.0 0.0
2014 70.1 26.8 2.3 0.8 0.0 0.0 0.0 0.0 0.0
2015 68.4 28.4 2.5 0.7 0.0 0.0 0.0 0.0 0.0
2016 65.2 31.5 2.7 0.6 0.0 0.0 0.0 0.0 0.0
2017 62.9 33.8 2.9 0.4 0.0 0.0 0.0 0.0 0.0
2018 63.5 32.8 3.5 0.2 0.0 0.0 0.0 0.0 0.0
2019 59.0 36.8 4.2 0.0 0.0 0.0 0.0 0.0 0.0
2020 58.4 36.6 4.8 0.2 0.0 0.0 0.0 0.0 0.0
2021 64.5 29.9 5.2 0.4 0.0 0.0 0.0 0.0 0.0
2022 58.4 33.7 7.2 0.7 0.0 0.0 0.0 0.0 0.0
2023 55.3 34.8 9.1 0.8 0.0 0.0 0.0 0.0 0.0

Source: Public Plans Database

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Annual Return as of June 30 for Arlington County ERS, 2001-2024

Fiscal Year Arlington County ERS Assumed return
2001 -0.60 8.00
2002 -4.19 8.00
2003 4.12 8.00
2004 16.05 8.00
2005 8.81 8.00
2006 11.31 8.00
2007 16.72 8.00
2008 8.81 8.00
2009 -16.15 8.00
2010 13.00 7.50
2011 22.84 7.50
2012 0.25 7.50
2013 13.52 7.50
2014 18.09 7.50
2015 1.90 7.50
2016 -0.07 6.75
2017 12.71 7.25
2018 7.81 6.75
2019 6.71 6.75
2020 6.56 6.75
2021 28.29 6.75
2022 -10.10 6.75
2023 7.80 6.75
2024 12.20 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)
Arlington County ERS
2001-2024

Fiscal Year Cash Flow Assets
2001 -41.4 1,080.1
2002 -37.1 998.5
2003 -30.8 1,008.2
2004 -34.3 1,133.0
2005 -33.2 1,198.1
2006 -32.3 1,299.4
2007 -26.6 1,487.8
2008 -33.2 1,198.1
2009 -21.1 1,146.0
2010 -20.8 1,271.4
2011 -23.2 1,535.8
2012 -22.3 1,517.3
2013 -24.0 1,696.8
2014 -22.1 1,979.6
2015 -21.9 1,995.0
2016 -30.3 1,963.5
2017 -37.0 2,173.8
2018 -39.1 2,303.1
2019 -43.0 2,413.3
2020 -42.9 2,527.2
2021 -47.5 3,187.9
2022 -52.6 2,813.9
2023 -53.1 2,976.1
2024 -54.6 3,280.6

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
Arlington County ERS
2001-2024

Fiscal Year Arlington County ERS National Average
2001 -3.8 -2.0
2002 -3.7 -2.4
2003 -3.1 -2.5
2004 -3.0 -1.8
2005 -2.8 -2.2
2006 -2.5 -2.6
2007 -1.8 -2.1
2008 -2.8 -2.2
2009 -1.8 -3.1
2010 -1.6 -3.2
2011 -1.5 -3.1
2012 -1.5 -3.3
2013 -1.4 -3.2
2014 -1.1 -2.9
2015 -1.1 -2.7
2016 -1.5 -3.0
2017 -1.7 -2.8
2018 -1.7 -2.5
2019 -1.8 -2.4
2020 -1.7 -2.3
2021 -1.5 -2.0
2022 -1.9 -1.9
2023 -1.8 -1.9
2024 -1.7 -1.8

Source: Public Plans Database

National data averages are weighted by plan size.

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