Ohio PERS Basics

  • Established 1935
  • Currently open to new hires
  • Plan covers state and local employees
  • Plan members not covered by Social Security
  • Multiple employer, cost sharing plan

Assets, Participants, and Benefits

Assets at Year-End, Ohio PERS, 2001-2022

Fiscal Year Net Assets (billions)
2001 53.97
2002 39.10
2003 48.24
2004 53.55
2005 57.66
2006 65.30
2007 69.96
2008 49.31
2009 57.63
2010 63.52
2011 61.69
2012 67.67
2013 74.62
2014 76.96
2015 74.21
2016 77.11
2017 86.59
2018 80.88
2019 91.12
2020 98.02
2021 109.21
2022 92.24

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2022

Fiscal Year Ohio PERS US State and Local Pensions
2001 3.1 2.4
2002 2.9 2.3
2003 2.4 2.2
2004 2.3 2.1
2005 2.3 2.1
2006 2.2 2.0
2007 2.2 2.0
2008 2.1 1.9
2009 2.0 1.9
2010 1.8 1.8
2011 1.7 1.7
2012 1.7 1.6
2013 1.6 1.5
2014 1.5 1.4
2015 1.5 1.4
2016 1.5 1.4
2017 1.5 1.4
2018 1.3 1.3
2019 1.3 1.3
2020 1.2 1.3
2021 1.2 1.2
2022 1.2 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 Ohio PERS, 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 9.1 0.0 8.7 9.1
2002 9.9 0.0 8.7 9.9
2003 9.3 0.0 10.5 9.3
2004 9.8 0.0 11.8 9.8
2005 10.1 0.0 13.7 10.1
2006 9.8 0.0 14.3 9.8
2007 8.7 0.0 13.9 8.7
2008 7.3 0.0 12.8 7.3
2009 8.5 0.0 14.4 8.5
2010 9.2 0.0 15.5 9.2
2011 10.8 0.0 16.4 10.8
2012 10.8 0.0 18.1 10.8
2013 13.5 0.0 20.3 13.5
2014 12.0 0.0 20.6 12.0
2015 12.2 0.0 20.6 12.2
2016 12.2 0.0 21.5 12.2
2017 13.2 0.0 21.4 13.2
2018 14.2 0.0 22.5 14.2
2019 14.2 0.0 22.6 14.2
2020 14.2 0.0 23.4 14.2
2021 14.2 0.0 23.6 14.2
2022 14.2 0.0 24.1 14.2

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Ohio PERS, 2001-2022

Fiscal Year Ohio PERS National Data
2001 103.0 101.7
2002 86.0 94.6
2003 85.0 88.8
2004 88.0 87.0
2005 89.1 85.4
2006 92.7 85.2
2007 96.3 86.3
2008 75.3 84.4
2009 75.3 78.4
2010 76.1 75.7
2011 77.4 74.3
2012 80.9 72.3
2013 82.4 71.8
2014 83.8 73.2
2015 84.9 73.2
2016 80.0 71.6
2017 81.0 72.0
2018 77.3 72.4
2019 79.3 72.5
2020 82.6 72.6
2021 83.8 75.8
2022 83.6 76.2

Source: Public Plans Database

National data averages are weighted by plan size.

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Investments

Asset Allocation for Ohio PERS, 2022

Category Percent
Equities 43.4
Fixed Income 24.7
Private Equity 12.6
Real Estate 11.1
Cash 4.1
Other 1.0
Commodities 0.0
Hedge Fund 3.0
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2022

Category Percent
Equities 41.4
Fixed Income 20.6
Private Equity 13.9
Real Estate 10.8
Cash 2.2
Other 0.4
Commodities 2.5
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 Ohio PERS, 2001-2022

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 67.8 20.5 0.4 9.8 1.5 0.0 0.0 0.0 0.0
2002 66.6 21.2 0.5 9.8 1.9 0.0 0.0 0.0 0.0
2003 68.7 21.0 0.5 6.0 3.8 0.0 0.0 0.0 0.0
2004 71.1 22.9 0.6 5.4 0.0 0.0 0.0 0.0 0.0
2005 65.7 24.9 1.3 7.2 0.9 0.0 0.0 0.0 0.0
2006 66.9 23.7 2.1 5.7 1.7 0.0 0.0 0.0 0.0
2007 64.6 24.1 3.4 6.8 1.2 0.0 0.0 0.0 0.0
2008 55.5 28.6 4.6 8.8 2.5 0.0 0.0 0.0 0.0
2009 62.5 23.9 4.3 6.4 2.9 0.0 0.0 0.0 0.0
2010 55.9 25.4 5.4 8.0 5.3 0.0 0.0 0.0 0.0
2011 49.8 26.4 8.4 9.7 4.4 0.0 0.0 1.3 0.0
2012 43.9 27.0 10.4 10.4 3.5 0.0 0.0 4.8 0.0
2013 42.5 23.2 10.9 10.3 3.8 0.0 0.0 9.4 0.0
2014 36.4 23.4 12.1 10.0 3.1 0.0 0.0 15.0 0.0
2015 35.1 23.5 12.2 11.1 3.2 0.0 0.0 14.8 0.0
2016 35.6 23.0 11.5 10.4 4.8 0.0 0.0 14.8 0.0
2017 41.2 21.1 10.7 8.8 2.7 0.0 1.0 14.6 0.0
2018 36.7 26.0 10.2 8.6 4.2 0.0 0.0 14.3 0.0
2019 39.0 27.6 9.4 8.4 4.9 0.0 0.0 10.8 0.0
2020 42.4 28.4 9.2 7.8 6.0 0.0 0.0 6.1 0.0
2021 46.5 25.6 11.1 8.2 3.7 0.0 0.0 5.0 0.0
2022 43.4 24.7 12.6 11.1 4.1 1.0 0.0 3.0 0.0

Source: Public Plans Database

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Annual Return as of December 31 for Ohio PERS, 2001-2022

Fiscal Year Ohio PERS Assumed return
2001 -4.60 8.00
2002 -10.74 8.00
2003 25.33 8.00
2004 12.50 8.00
2005 9.30 8.00
2006 15.10 8.00
2007 8.89 8.00
2008 -27.15 8.00
2009 19.09 8.00
2010 13.98 8.00
2011 0.36 8.00
2012 14.54 8.00
2013 14.38 8.00
2014 6.96 8.00
2015 0.33 8.00
2016 8.31 7.50
2017 16.82 7.50
2018 -2.99 7.20
2019 17.59 7.20
2020 11.95 7.20
2021 15.20 6.90
2022 -12.49 6.90

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

Cash Flow vs. Total Assets (Millions)
Ohio PERS
2001-2022

Fiscal Year Cash Flow Assets
2001 -537.5 53,972.7
2002 -95.1 39,100.0
2003 -453.0 48,239.3
2004 -575.1 53,554.3
2005 -753.9 57,662.2
2006 -1,015.6 65,297.4
2007 -1,165.0 69,959.6
2008 -1,410.0 49,312.8
2009 -1,673.3 57,630.4
2010 -1,918.3 63,515.0
2011 -2,228.9 61,692.7
2012 -2,516.1 67,668.1
2013 -2,473.4 74,618.5
2014 -2,718.6 76,956.2
2015 -3,017.8 74,213.3
2016 -3,050.9 77,109.6
2017 -3,110.2 86,585.8
2018 -3,185.0 80,876.6
2019 -3,287.5 91,121.6
2020 -3,468.6 98,024.7
2021 -3,683.0 109,209.7
2022 -3,748.9 92,243.7

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
Ohio PERS
2001-2022

Fiscal Year Ohio PERS National Average
2001 -1.0 -2.3
2002 -0.2 -1.0
2003 -0.9 -2.4
2004 -1.1 -2.6
2005 -1.3 -2.2
2006 -1.6 -2.2
2007 -1.7 -2.2
2008 -2.9 -2.9
2009 -2.9 -3.2
2010 -3.0 -3.2
2011 -3.6 -3.4
2012 -3.7 -3.3
2013 -3.3 -3.1
2014 -3.5 -2.9
2015 -4.1 -3.1
2016 -4.0 -3.2
2017 -3.6 -2.9
2018 -3.9 -3.1
2019 -3.6 -3.1
2020 -3.5 -2.8
2021 -3.4 -2.5
2022 -4.1 -2.9

Source: Public Plans Database

National data averages are weighted by plan size.

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2022 Financial Reports

Benefits

Website for Ohio PERS benefit descriptions.