Idaho PERS Basics

  • Established 1963
  • Currently open to new hires
  • Plan covers state and local employees
  • Plan members covered by Social Security
  • Multiple employer, cost sharing plan

Assets, Participants, and Benefits

Assets at Year-End, Idaho PERS, 2001-2023

Fiscal Year Net Assets (billions)
2001 6.51
2002 6.08
2003 6.32
2004 7.44
2005 8.23
2006 9.20
2007 10.97
2008 10.42
2009 8.66
2010 9.60
2011 11.38
2012 11.33
2013 12.08
2014 13.86
2015 13.99
2016 13.92
2017 15.34
2018 16.32
2019 17.28
2020 17.43
2021 21.82
2022 19.36
2023 20.71

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2023

Fiscal Year Idaho PERS US State and Local Pensions
2001 2.7 2.4
2002 2.6 2.3
2003 2.5 2.2
2004 2.4 2.1
2005 2.4 2.1
2006 2.3 2.0
2007 2.2 2.0
2008 2.2 1.9
2009 2.1 1.9
2010 2.0 1.8
2011 1.9 1.7
2012 1.8 1.6
2013 1.7 1.5
2014 1.6 1.4
2015 1.6 1.4
2016 1.6 1.4
2017 1.5 1.4
2018 1.5 1.3
2019 1.5 1.3
2020 1.5 1.3
2021 1.4 1.2
2022 1.4 1.2
2023 1.4 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 Idaho PERS, 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 10.0 0.0 5.3 7.7
2002 10.0 0.0 5.2 7.6
2003 10.1 0.0 6.0 9.2
2004 10.0 0.3 7.8 10.3
2005 10.7 0.0 9.6 10.7
2006 10.7 0.0 9.9 10.2
2007 10.7 0.0 10.6 9.7
2008 10.6 0.0 11.0 9.7
2009 10.6 0.0 11.0 8.6
2010 10.6 0.0 11.6 9.7
2011 10.6 1.9 13.4 12.4
2012 10.5 2.0 14.1 12.5
2013 10.6 0.3 15.1 11.0
2014 11.5 0.5 15.8 12.0
2015 11.5 0.2 15.8 11.7
2016 11.5 0.0 15.7 10.2
2017 11.5 0.0 15.6 10.9
2018 11.5 0.6 16.3 12.1
2019 11.5 0.0 16.6 11.3
2020 12.1 0.0 17.0 11.1
2021 12.1 0.0 17.6 10.6
2022 12.1 0.0 17.7 11.8
2023 12.1 0.0 17.0 10.3

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Idaho PERS, 2001-2023

Fiscal Year Idaho PERS National Data
2001 97.2 101.7
2002 84.9 94.5
2003 83.8 88.8
2004 91.7 87.0
2005 94.2 85.4
2006 95.2 85.2
2007 105.5 86.3
2008 93.3 84.4
2009 74.1 78.4
2010 78.9 75.7
2011 90.2 74.3
2012 84.7 72.3
2013 85.3 71.8
2014 92.7 73.2
2015 90.1 73.2
2016 86.1 71.6
2017 89.4 72.0
2018 90.3 72.4
2019 92.2 72.5
2020 87.6 72.6
2021 99.8 75.8
2022 82.6 76.2
2023 83.7 75.9

Source: Public Plans Database

National data averages are weighted by plan size.

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Investments

Asset Allocation for Idaho PERS, 2023

Category Percent
Equities 54.0
Fixed Income 28.7
Private Equity 7.6
Real Estate 9.3
Cash 0.4
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 42.5
Fixed Income 20.4
Private Equity 14.0
Real Estate 10.3
Cash 1.9
Other 0.0
Commodities 2.7
Hedge Fund 6.4
Misc. Alternatives 1.9

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for Idaho PERS, 2001-2023

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 66.3 28.5 2.4 2.8 0.0 0.0 0.0 0.0 0.0
2002 62.9 30.9 2.7 3.4 0.1 0.0 0.0 0.0 0.0
2003 65.1 28.9 2.5 3.4 0.1 0.0 0.0 0.0 0.0
2004 64.8 28.9 2.5 3.6 0.2 0.0 0.0 0.0 0.0
2005 63.2 29.5 2.8 4.5 0.0 0.0 0.0 0.0 0.0
2006 63.4 27.9 3.4 5.3 0.0 0.0 0.0 0.0 0.0
2007 66.0 24.2 4.0 5.7 0.0 0.0 0.0 0.0 0.0
2008 56.3 28.5 7.1 7.2 1.0 0.0 0.0 0.0 0.0
2009 56.1 28.3 7.1 8.4 0.1 0.0 0.0 0.0 0.0
2010 55.9 29.4 8.0 6.8 0.0 0.0 0.0 0.0 0.0
2011 58.5 25.5 8.1 7.8 0.1 0.0 0.0 0.0 0.0
2012 54.4 27.4 9.0 9.0 0.2 0.0 0.0 0.0 0.0
2013 58.4 24.9 8.2 8.2 0.3 0.0 0.0 0.0 0.0
2014 61.9 22.7 7.0 8.2 0.2 0.0 0.0 0.0 0.0
2015 58.3 26.1 6.9 8.6 0.1 0.0 0.0 0.0 0.0
2016 56.0 27.0 6.6 10.0 0.4 0.0 0.0 0.0 0.0
2017 55.6 28.6 6.0 9.7 0.1 0.0 0.0 0.0 0.0
2018 58.2 26.7 6.2 8.7 0.2 0.0 0.0 0.0 0.0
2019 57.2 27.4 5.9 9.2 0.3 0.0 0.0 0.0 0.0
2020 56.4 27.9 5.7 9.0 1.0 0.0 0.0 0.0 0.0
2021 55.4 29.3 6.3 8.5 0.5 0.0 0.0 0.0 0.0
2022 51.1 30.0 8.1 10.5 0.3 0.0 0.0 0.0 0.0
2023 54.0 28.7 7.6 9.3 0.4 0.0 0.0 0.0 0.0

Source: Public Plans Database

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Annual Return as of June 30 for Idaho PERS, 2001-2023

Fiscal Year Idaho PERS Assumed return
2001 -6.10 8.00
2002 -7.10 8.00
2003 3.70 8.00
2004 18.10 7.75
2005 10.80 7.75
2006 12.20 7.75
2007 20.00 7.75
2008 -4.20 7.75
2009 -16.00 7.75
2010 12.40 7.75
2011 20.70 7.75
2012 1.60 7.50
2013 9.10 7.50
2014 17.20 7.50
2015 3.00 7.50
2016 1.80 7.50
2017 12.70 7.50
2018 8.70 7.05
2019 8.40 7.00
2020 3.10 7.00
2021 27.90 6.30
2022 -9.50 6.30
2023 9.60 6.35

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

Cash Flow vs. Total Assets (Millions)
Idaho PERS
2001-2023

Fiscal Year Cash Flow Assets
2001 -94.7 6,514.9
2002 47.0 6,081.3
2003 32.0 6,316.0
2004 8.4 7,438.1
2005 18.4 8,226.6
2006 -0.6 9,195.5
2007 -23.3 10,966.4
2008 -41.6 10,421.3
2009 -59.5 8,663.0
2010 -97.2 9,599.9
2011 -145.8 11,383.0
2012 -190.6 11,329.7
2013 -224.2 12,079.9
2014 -221.5 13,864.9
2015 -244.8 13,991.2
2016 -275.3 13,920.7
2017 -280.7 15,335.9
2018 -305.5 16,315.9
2019 -337.4 17,281.4
2020 -311.3 17,433.4
2021 -356.4 21,819.8
2022 -376.6 19,364.2
2023 -410.3 20,709.8

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
Idaho PERS
2001-2023

Fiscal Year Idaho PERS National Average
2001 -1.5 -2.0
2002 0.8 -2.4
2003 0.5 -2.5
2004 0.1 -1.8
2005 0.2 -2.2
2006 0.0 -2.2
2007 -0.2 -2.0
2008 -0.4 -2.1
2009 -0.7 -3.1
2010 -1.0 -3.2
2011 -1.3 -3.0
2012 -1.7 -3.2
2013 -1.9 -3.1
2014 -1.6 -2.9
2015 -1.7 -2.7
2016 -2.0 -2.9
2017 -1.8 -2.8
2018 -1.9 -2.4
2019 -2.0 -2.4
2020 -1.8 -2.3
2021 -1.6 -2.0
2022 -1.9 -1.9
2023 -2.0 -1.9

Source: Public Plans Database

National data averages are weighted by plan size.

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2022 Financial Reports

Benefits

Website for Idaho PERS benefit descriptions.