New Mexico PERA Basics

  • Established 1947
  • 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, New Mexico PERA, 2001-2019

Fiscal Year Net Assets (billions)
2001 8.00
2002 7.82
2003 8.08
2004 9.29
2005 10.12
2006 11.22
2007 13.11
2008 11.94
2009 8.80
2010 10.02
2011 11.99
2012 11.60
2013 12.71
2014 14.43
2015 14.26
2016 13.83
2017 14.80
2018 15.21
2019 15.51

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2019

Fiscal Year New Mexico PERA US State and Local Pensions
2001 2.4 2.5
2002 2.4 2.4
2003 2.2 2.3
2004 2.2 2.2
2005 2.2 2.1
2006 2.3 2.1
2007 2.2 2.0
2008 2.1 2.0
2009 2.1 1.9
2010 1.8 1.8
2011 1.7 1.7
2012 1.6 1.6
2013 1.6 1.5
2014 1.5 1.5
2015 1.4 1.5
2016 1.3 1.4
2017 1.3 1.4
2018 1.2 1.3
2019 1.2 1.3

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 New Mexico PERA, 2001-2019

Fiscal Year Portion of Employer ARC paid Portion of Employer ARC left unpaid US Avg Employer ARC ARC as a Percent of Payroll
2001 14.9 0.0 5.0 14.9
2002 14.7 0.0 4.8 14.7
2003 14.9 0.0 5.7 14.9
2004 13.8 0.0 7.3 13.8
2005 13.6 0.0 9.0 13.6
2006 13.3 0.0 9.3 13.3
2007 13.5 0.0 10.0 13.5
2008 14.9 0.0 10.4 14.9
2009 14.5 0.0 10.2 14.5
2010 16.4 0.0 10.5 16.4
2011 18.4 0.0 12.5 18.4
2012 23.4 0.0 12.9 23.4
2013 13.9 0.0 13.9 13.9
2014 17.6 0.0 14.5 17.6
2015 14.1 0.0 14.9 14.1
2016 15.2 0.0 14.8 15.2
2017 15.2 0.0 15.1 15.2
2018 14.4 0.0 18.1 14.4
2019 15.0 0.0 18.7 15.0

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for New Mexico PERA, 2001-2019

Fiscal Year New Mexico PERA National Data
2001 105.4 106.5
2002 103.1 101.1
2003 97.3 94.2
2004 93.1 93.1
2005 91.7 91.1
2006 92.1 90.5
2007 92.8 91.2
2008 93.3 90.2
2009 84.2 83.2
2010 78.5 81.5
2011 70.5 80.4
2012 65.3 78.9
2013 72.9 78.7
2014 75.8 79.0
2015 74.9 78.2
2016 75.3 76.3
2017 74.9 76.4
2018 71.6 76.5
2019 69.9 76.3

Source: Public Plans Database

National data averages are weighted by plan size and reflects the average for plans of similar type and Social Security coverage.

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Investments

Asset Allocation for New Mexico PERA, 2019

Category Percent
Equities 28.0
Fixed Income 35.6
Private Equity 6.5
Real Estate 6.8
Cash 0.3
Other 0.0
Commodities 15.8
Hedge Fund 7.0
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2019

Category Percent
Equities 47.0
Fixed Income 22.8
Private Equity 9.2
Real Estate 8.8
Cash 1.9
Other 0.0
Commodities 1.9
Hedge Fund 7.0
Misc. Alternatives 1.3

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for New Mexico PERA, 2001-2019

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 58.2 41.3 0.0 0.0 0.1 0.0 0.0 0.0 0.0
2002 51.3 43.2 0.0 0.0 5.1 0.0 0.0 0.0 0.0
2003 63.6 35.9 0.0 0.0 0.1 0.0 0.0 0.0 0.0
2004 64.7 34.4 0.0 0.0 0.6 0.0 0.0 0.0 0.0
2005 65.8 33.8 0.0 0.2 0.2 0.0 0.0 0.0 0.0
2006 72.9 26.9 0.0 0.2 0.0 0.0 0.0 0.0 0.0
2007 73.3 24.8 1.9 0.0 0.0 0.0 0.0 0.0 0.0
2008 66.0 24.7 7.1 0.0 0.1 0.0 0.0 2.1 0.0
2009 57.4 27.8 8.5 0.0 0.2 0.0 2.5 3.6 0.0
2010 71.1 11.5 0.0 0.0 0.1 0.0 0.0 0.0 17.2
2011 66.5 12.4 0.0 0.0 0.1 0.0 0.0 0.0 21.1
2012 63.6 10.2 0.0 0.0 3.9 0.0 0.0 0.0 22.2
2013 56.9 21.6 0.0 0.0 0.1 0.0 0.0 0.0 21.5
2014 49.9 24.3 4.2 2.8 6.1 0.0 2.1 10.6 0.0
2015 47.3 31.8 4.8 3.2 3.7 0.0 3.2 6.0 0.0
2016 44.7 30.4 6.4 5.0 7.2 0.0 2.5 3.7 0.0
2017 39.1 27.8 11.1 7.1 6.7 0.0 2.9 5.2 0.0
2018 32.0 35.1 5.7 6.7 1.2 0.0 13.7 5.5 0.0
2019 28.0 35.6 6.5 6.8 0.3 0.0 15.8 7.0 0.0

Source: Public Plans Database

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Annual Return as of June 30 for New Mexico PERA, 2001-2019

Fiscal Year New Mexico PERA Assumed return
2001 -1.85 8.00
2002 -2.07 8.00
2003 3.71 8.00
2004 15.55 8.00
2005 9.85 8.00
2006 11.74 8.00
2007 18.08 8.00
2008 -7.40 8.00
2009 -24.11 8.00
2010 15.02 8.00
2011 22.50 7.75
2012 -0.38 7.75
2013 13.26 7.75
2014 17.40 7.75
2015 1.84 7.75
2016 0.49 7.75
2017 11.10 7.75
2018 6.50 7.25
2019 5.60 7.25

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

Cash Flow vs. Total Assets (Millions)
New Mexico PERA
2001-2019

Fiscal Year Cash Flow Assets
2001 11.7 7,999.0
2002 0.7 7,824.8
2003 -18.4 8,084.9
2004 -45.2 9,287.7
2005 -69.4 10,119.1
2006 -81.0 11,215.0
2007 -98.6 13,111.0
2008 -107.2 11,936.7
2009 -120.3 8,795.8
2010 -175.3 10,016.5
2011 -254.5 11,994.5
2012 -302.6 11,600.0
2013 -375.6 12,707.8
2014 -414.6 14,428.5
2015 -446.0 14,255.5
2016 -489.8 13,826.7
2017 -535.4 14,798.9
2018 -594.0 15,210.5
2019 -640.5 15,507.5

Source: Public Plans Database

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Cash Flow as a Percentage of Assets
New Mexico PERA
2001-2019

Fiscal Year New Mexico PERA National Average
2001 0.1 -2.3
2002 0.0 -2.3
2003 -0.2 -2.6
2004 -0.5 -1.7
2005 -0.7 -1.9
2006 -0.7 -1.9
2007 -0.8 -1.7
2008 -0.9 -1.9
2009 -1.4 -2.7
2010 -1.7 -2.9
2011 -2.1 -2.8
2012 -2.6 -3.1
2013 -3.0 -3.0
2014 -2.9 -2.7
2015 -3.1 -2.8
2016 -3.5 -3.0
2017 -3.6 -2.9
2018 -3.9 -2.4
2019 -4.1 -2.7

Source: Public Plans Database

National data averages are weighted by plan size.

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2019 Financial Reports

Benefits

Website for New Mexico PERA benefit descriptions.