Oklahoma PERS Basics

  • Established 1964
  • 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, Oklahoma PERS, 2001-2023

Fiscal Year Net Assets (billions)
2001 4.82
2002 4.49
2003 4.62
2004 5.13
2005 5.50
2006 5.82
2007 6.64
2008 6.26
2009 5.17
2010 5.77
2011 6.84
2012 6.82
2013 7.44
2014 8.57
2015 8.64
2016 8.44
2017 8.91
2018 9.36
2019 9.59
2020 9.72
2021 12.07
2022 9.99
2023 10.72

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2023

Fiscal Year Oklahoma PERS US State and Local Pensions
2001 2.1 2.4
2002 2.1 2.3
2003 2.0 2.2
2004 1.9 2.1
2005 1.9 2.1
2006 1.9 2.0
2007 1.8 2.0
2008 1.7 1.9
2009 1.7 1.9
2010 1.6 1.8
2011 1.4 1.7
2012 1.4 1.6
2013 1.4 1.5
2014 1.4 1.4
2015 1.3 1.4
2016 1.2 1.4
2017 1.1 1.4
2018 1.0 1.3
2019 1.0 1.3
2020 0.9 1.3
2021 0.9 1.2
2022 0.8 1.2
2023 0.8 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 Oklahoma 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 2.9 5.3 12.9
2002 9.6 3.3 5.2 13.0
2003 9.7 6.7 6.0 16.5
2004 9.6 8.9 7.8 18.6
2005 9.6 8.7 9.6 18.3
2006 10.9 8.8 9.9 19.8
2007 12.2 8.7 10.6 20.8
2008 13.1 8.5 11.0 21.6
2009 14.0 4.6 11.0 18.6
2010 15.4 7.7 11.6 23.1
2011 16.1 9.5 13.4 25.6
2012 16.1 0.0 14.1 14.7
2013 15.9 0.0 15.1 15.1
2014 16.1 0.0 15.7 14.8
2015 16.8 0.0 15.7 11.5
2016 16.4 0.0 15.6 9.1
2017 15.0 0.0 15.5 9.8
2018 15.3 0.0 16.2 10.0
2019 16.5 0.0 16.4 8.1
2020 17.3 0.0 16.8 7.5
2021 17.5 0.0 17.4 14.3
2022 18.2 0.0 18.1 7.5
2023 19.4 0.0 17.4 6.4

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Oklahoma PERS, 2001-2023

Fiscal Year Oklahoma PERS National Data
2001 82.6 101.7
2002 79.8 94.6
2003 76.8 88.8
2004 76.0 87.0
2005 72.0 85.4
2006 71.4 85.2
2007 72.6 86.3
2008 73.0 84.4
2009 66.8 78.4
2010 66.0 75.7
2011 80.7 74.3
2012 80.2 72.3
2013 81.6 71.8
2014 88.6 73.2
2015 93.6 73.2
2016 93.2 71.6
2017 94.5 72.0
2018 97.7 72.4
2019 98.6 72.5
2020 93.3 72.6
2021 99.5 75.8
2022 101.5 76.2
2023 98.5 74.2

Source: Public Plans Database

National data averages are weighted by plan size.

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Investments

Asset Allocation for Oklahoma PERS, 2023

Category Percent
Equities 68.4
Fixed Income 31.3
Private Equity 0.0
Real Estate 0.0
Cash 0.3
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 42.2
Fixed Income 20.5
Private Equity 14.0
Real Estate 10.5
Cash 1.8
Other 0.1
Commodities 2.7
Hedge Fund 6.6
Misc. Alternatives 1.8

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for Oklahoma PERS, 2001-2023

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 57.1 42.4 0.0 0.0 0.5 0.0 0.0 0.0 0.0
2002 56.0 43.0 0.0 0.0 1.0 0.0 0.0 0.0 0.0
2003 57.5 42.1 0.0 0.0 0.4 0.0 0.0 0.0 0.0
2004 60.2 39.5 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2005 60.5 39.2 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2006 63.8 35.8 0.0 0.0 0.4 0.0 0.0 0.0 0.0
2007 63.6 36.0 0.0 0.0 0.4 0.0 0.0 0.0 0.0
2008 61.8 37.8 0.0 0.0 0.4 0.0 0.0 0.0 0.0
2009 62.2 37.5 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2010 61.1 38.4 0.0 0.0 0.5 0.0 0.0 0.0 0.0
2011 66.9 32.8 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2012 63.8 35.9 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2013 67.3 32.4 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2014 70.2 29.5 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2015 69.7 30.0 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2016 67.1 32.5 0.0 0.2 0.2 0.0 0.0 0.0 0.0
2017 68.3 31.3 0.0 0.1 0.3 0.0 0.0 0.0 0.0
2018 69.8 29.8 0.0 0.1 0.3 0.0 0.0 0.0 0.0
2019 68.2 31.5 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2020 66.3 33.3 0.0 0.0 0.4 0.0 0.0 0.0 0.0
2021 69.8 29.9 0.0 0.0 0.3 0.0 0.0 0.0 0.0
2022 67.5 32.1 0.0 0.0 0.4 0.0 0.0 0.0 0.0
2023 68.4 31.3 0.0 0.0 0.3 0.0 0.0 0.0 0.0

Source: Public Plans Database

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

Fiscal Year Oklahoma PERS Assumed return
2001 -5.90 7.50
2002 -5.10 7.50
2003 5.70 7.50
2004 14.00 7.50
2005 10.50 7.50
2006 8.00 7.50
2007 16.40 7.50
2008 -4.20 7.50
2009 -15.40 7.50
2010 13.80 7.50
2011 21.20 7.50
2012 2.44 7.50
2013 12.03 7.50
2014 18.00 7.50
2015 3.20 7.50
2016 0.30 7.50
2017 12.80 7.00
2018 8.40 7.00
2019 6.10 7.00
2020 4.50 7.00
2021 28.00 6.50
2022 -14.50 6.50
2023 10.90 6.50

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

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

Fiscal Year Cash Flow Assets
2001 -118.9 4,815.3
2002 -78.9 4,485.5
2003 -106.8 4,619.1
2004 -129.1 5,126.4
2005 -144.3 5,504.5
2006 -122.3 5,817.2
2007 -115.5 6,640.5
2008 -108.6 6,255.2
2009 -114.4 5,173.5
2010 -116.1 5,774.4
2011 -160.1 6,841.0
2012 -174.4 6,821.3
2013 -183.7 7,441.8
2014 -189.7 8,570.1
2015 -198.0 8,636.4
2016 -216.6 8,435.6
2017 -255.3 8,914.0
2018 -288.0 9,360.9
2019 -312.0 9,593.1
2020 -306.0 9,722.5
2021 -336.1 12,067.7
2022 -343.6 9,987.5
2023 -343.3 10,715.9

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
Oklahoma PERS
2001-2023

Fiscal Year Oklahoma PERS National Average
2001 -2.5 -2.0
2002 -1.8 -2.4
2003 -2.3 -2.5
2004 -2.5 -1.8
2005 -2.6 -2.2
2006 -2.1 -2.2
2007 -1.7 -2.0
2008 -1.7 -2.1
2009 -2.2 -3.1
2010 -2.0 -3.2
2011 -2.3 -3.0
2012 -2.6 -3.2
2013 -2.5 -3.1
2014 -2.2 -2.9
2015 -2.3 -2.7
2016 -2.6 -2.9
2017 -2.9 -2.8
2018 -3.1 -2.4
2019 -3.3 -2.4
2020 -3.1 -2.3
2021 -2.8 -2.0
2022 -3.4 -1.9
2023 -3.2 -1.9

Source: Public Plans Database

National data averages are weighted by plan size.

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2022 Financial Reports

Benefits

Website for Oklahoma PERS benefit descriptions.