Oregon PERS Basics

  • Established 1946
  • 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, Oregon PERS, 2001-2023

Fiscal Year Net Assets (billions)
2001 37.41
2002 34.63
2003 37.04
2004 45.01
2005 49.06
2006 54.34
2007 62.89
2008 58.01
2009 42.90
2010 47.69
2011 55.79
2012 53.66
2013 58.48
2014 65.40
2015 64.92
2016 62.08
2017 66.37
2018 69.33
2019 70.20
2020 68.32
2021 84.33
2022 83.77
2023 83.49

Source: Public Plans Database

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Number of Actives per Annuitant, 2002-2023

Fiscal Year Oregon PERS US State and Local Pensions
2002 1.9 2.3
2003 1.8 2.2
2004 1.6 2.1
2005 1.4 2.1
2006 1.3 2.0
2007 1.4 2.0
2008 1.4 1.9
2009 1.4 1.9
2010 1.4 1.8
2011 1.5 1.7
2012 1.4 1.6
2013 1.4 1.5
2014 1.3 1.4
2015 1.3 1.4
2016 1.2 1.4
2017 1.2 1.4
2018 1.2 1.3
2019 1.2 1.3
2020 1.2 1.3
2021 1.2 1.2
2022 1.1 1.2
2023 1.1 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 Oregon 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 9.8 0.5 5.3 10.3
2002 10.3 0.6 5.2 10.9
2003 10.2 0.3 6.0 10.4
2004 8.6 0.0 7.8 8.6
2005 5.4 0.0 9.6 5.4
2006 7.2 0.0 9.9 7.2
2007 8.1 4.7 10.6 12.8
2008 7.7 2.7 11.0 10.4
2009 8.7 0.0 11.0 8.7
2010 7.4 0.0 11.6 7.4
2011 5.4 0.0 13.4 5.4
2012 7.6 1.5 14.1 9.1
2013 10.4 4.0 15.1 14.4
2014 10.0 0.0 15.7 10.0
2015 10.1 0.0 15.7 10.1
2016 10.0 0.0 15.6 10.0
2017 9.6 0.0 15.5 9.6
2018 13.1 0.0 16.2 13.1
2019 13.2 0.0 16.4 13.2
2020 17.1 0.0 16.8 17.1
2021 16.8 0.0 17.4 16.8
2022 16.4 0.0 18.1 16.4
2023 15.4 0.0 17.4 15.4

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Oregon PERS, 2001-2023

Fiscal Year Oregon PERS National Data
2001 96.4 101.7
2002 106.7 94.6
2003 91.0 88.8
2004 97.0 87.0
2005 96.2 85.4
2006 104.2 85.2
2007 110.5 86.3
2008 112.2 84.4
2009 80.2 78.4
2010 85.8 75.7
2011 86.9 74.3
2012 82.0 72.3
2013 90.7 71.8
2014 95.9 73.2
2015 83.6 73.2
2016 78.7 71.6
2017 75.4 72.0
2018 80.1 72.4
2019 74.9 72.5
2020 78.6 72.6
2021 75.9 75.8
2022 79.6 76.2
2023 72.8 74.2

Source: Public Plans Database

National data averages are weighted by plan size.

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Investments

Asset Allocation for Oregon PERS, 2023

Category Percent
Equities 23.3
Fixed Income 20.0
Private Equity 26.5
Real Estate 13.6
Cash 0.0
Other 0.0
Commodities 9.1
Hedge Fund 7.5
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 Oregon PERS, 2001-2023

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 41.4 34.7 13.0 6.0 4.9 0.0 0.0 0.0 0.0
2002 50.6 28.7 9.7 4.8 6.2 0.0 0.0 0.0 0.0
2003 54.7 24.2 10.4 4.5 6.2 0.0 0.0 0.0 0.0
2004 54.3 27.4 9.1 3.9 5.3 0.0 0.0 0.0 0.0
2005 53.1 27.5 8.3 5.5 5.6 0.0 0.0 0.0 0.0
2006 52.6 27.0 8.8 6.6 5.0 0.0 0.0 0.0 0.0
2007 50.2 26.8 11.0 6.8 5.2 0.0 0.0 0.0 0.0
2008 43.5 29.8 17.0 8.7 1.0 0.0 0.0 0.0 0.0
2009 38.3 31.2 17.9 10.5 0.0 0.0 0.0 2.1 0.0
2010 39.2 27.1 22.0 9.6 0.0 0.0 0.0 2.1 0.0
2011 40.0 24.9 22.3 10.9 0.0 0.0 0.0 1.9 0.0
2012 35.9 25.2 25.0 11.6 0.0 0.0 0.7 1.6 0.0
2013 39.2 23.3 23.2 12.1 0.0 0.0 1.0 1.3 0.0
2014 42.5 22.0 21.9 10.9 0.0 0.0 1.4 1.3 0.0
2015 42.5 22.0 21.0 10.9 0.0 0.0 2.1 1.5 0.0
2016 39.4 21.5 20.3 12.5 0.0 0.0 4.3 2.0 0.0
2017 40.5 20.0 20.1 11.7 0.0 0.0 5.5 2.1 0.0
2018 38.8 19.8 20.8 10.7 0.0 0.0 7.7 2.3 0.0
2019 36.4 20.1 21.4 11.1 0.0 0.0 8.9 2.1 0.0
2020 33.6 19.3 23.5 11.1 0.0 0.0 10.4 2.1 0.0
2021 34.0 17.0 26.4 10.4 0.0 0.0 9.9 2.2 0.0
2022 24.7 20.0 25.7 14.1 0.0 0.0 13.2 2.3 0.0
2023 23.3 20.0 26.5 13.6 0.0 0.0 9.1 7.5 0.0

Source: Public Plans Database

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

Fiscal Year Oregon PERS Assumed return
2001 -8.10 null
2002 -6.40 8.00
2003 2.80 8.00
2004 18.00 8.00
2005 13.70 8.00
2006 14.30 8.00
2007 18.60 8.00
2008 -3.80 8.00
2009 -22.30 8.00
2010 17.00 8.00
2011 22.30 8.00
2012 1.60 8.00
2013 12.70 8.00
2014 16.60 7.75
2015 4.30 7.50
2016 1.21 7.50
2017 11.92 7.20
2018 9.40 7.20
2019 6.52 7.20
2020 0.52 7.20
2021 25.54 6.90
2022 6.32 6.90
2023 3.17 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)
Oregon PERS
2001-2023

Fiscal Year Cash Flow Assets
2001 -620.7 37,405.7
2002 -350.1 34,633.6
2003 941.7 37,041.2
2004 787.6 45,011.4
2005 -1,633.5 49,063.4
2006 -1,638.9 54,343.2
2007 -2,040.4 62,891.9
2008 -2,076.9 58,010.3
2009 -2,202.3 42,904.8
2010 -2,522.9 47,685.0
2011 -2,821.6 55,794.8
2012 -2,516.2 53,659.4
2013 -2,755.9 58,478.9
2014 -2,964.1 65,401.5
2015 -2,842.3 64,923.6
2016 -3,255.5 62,082.1
2017 -3,370.4 66,371.7
2018 -3,291.7 69,327.5
2019 -3,133.8 70,203.7
2020 -2,807.7 68,319.3
2021 -2,986.4 84,331.3
2022 -1,351.5 83,769.6
2023 -3,186.0 83,487.6

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
Oregon PERS
2001-2023

Fiscal Year Oregon PERS National Average
2001 -1.7 -2.0
2002 -1.0 -2.4
2003 2.5 -2.5
2004 1.7 -1.8
2005 -3.3 -2.2
2006 -3.0 -2.2
2007 -3.2 -2.0
2008 -3.6 -2.1
2009 -5.1 -3.1
2010 -5.3 -3.2
2011 -5.1 -3.0
2012 -4.7 -3.2
2013 -4.7 -3.1
2014 -4.5 -2.9
2015 -4.4 -2.7
2016 -5.2 -2.9
2017 -5.1 -2.8
2018 -4.7 -2.4
2019 -4.5 -2.4
2020 -4.1 -2.3
2021 -3.5 -2.0
2022 -1.6 -1.9
2023 -3.8 -1.9

Source: Public Plans Database

National data averages are weighted by plan size.

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2022 Financial Reports

Benefits

Website for Oregon PERS benefit descriptions.