Montgomery County Employees Retirement System Basics, by Plan
Source: Public Plans Database (as of 2023)
Note: Montgomery County Employees Retirement System has 0 other plans.
Assets
Assets at Year-End
Montgomery County Employees Retirement System
2001-2023
| Fiscal Year |
Net Assets (billions) |
| 2001 |
1.8 |
| 2002 |
null |
| 2003 |
1.7 |
| 2004 |
2.0 |
| 2005 |
2.1 |
| 2006 |
2.3 |
| 2007 |
2.7 |
| 2008 |
2.6 |
| 2009 |
2.1 |
| 2010 |
2.4 |
| 2011 |
2.9 |
| 2012 |
2.9 |
| 2013 |
3.2 |
| 2014 |
3.7 |
| 2015 |
3.7 |
| 2016 |
3.6 |
| 2017 |
3.9 |
| 2018 |
4.1 |
| 2019 |
4.3 |
| 2020 |
4.3 |
| 2021 |
5.3 |
| 2022 |
4.8 |
| 2023 |
4.8 |
Membership
Ratio of Actives to Beneficiaries, 2001-2023
| Fiscal Year |
Montgomery County Employees Retirement System |
US State and Local Pensions |
| 2001 |
1.5 |
2.4 |
| 2002 |
1.5 |
2.3 |
| 2003 |
1.3 |
2.2 |
| 2004 |
1.2 |
2.1 |
| 2005 |
1.2 |
2.1 |
| 2006 |
1.1 |
2.0 |
| 2007 |
1.0 |
2.0 |
| 2008 |
1.0 |
1.9 |
| 2009 |
0.9 |
1.9 |
| 2010 |
1.0 |
1.8 |
| 2011 |
1.0 |
1.7 |
| 2012 |
1.0 |
1.6 |
| 2013 |
0.9 |
1.5 |
| 2014 |
0.9 |
1.4 |
| 2015 |
0.9 |
1.4 |
| 2016 |
0.9 |
1.4 |
| 2017 |
0.9 |
1.4 |
| 2018 |
0.9 |
1.3 |
| 2019 |
0.9 |
1.3 |
| 2020 |
0.9 |
1.3 |
| 2021 |
0.9 |
1.2 |
| 2022 |
0.9 |
1.2 |
| 2023 |
0.9 |
1.2 |
2023 Membership for Montgomery County Employees Retirement System
| Actives |
Beneficiaries |
Inactive Vested |
Total Membership |
# of Participating Employers |
| 6,229 |
6,809 |
768 |
13,806 |
9 |
Cash Flows
Cash Flow vs. Total Assets (Millions)
Montgomery County Employees Retirement System
2001-2023
| Fiscal Year |
Cash Flow |
Assets |
| 2001 |
-26.6 |
1,837.7 |
| 2002 |
null |
null |
| 2003 |
-33.2 |
1,726.5 |
| 2004 |
-37.8 |
1,975.6 |
| 2005 |
-28.3 |
2,144.8 |
| 2006 |
-24.1 |
2,307.7 |
| 2007 |
-14.3 |
2,714.3 |
| 2008 |
-13.7 |
2,618.8 |
| 2009 |
-44.3 |
2,146.0 |
| 2010 |
-39.0 |
2,442.7 |
| 2011 |
-55.5 |
2,897.2 |
| 2012 |
-78.1 |
2,936.8 |
| 2013 |
-60.4 |
3,184.2 |
| 2014 |
-65.8 |
3,652.9 |
| 2015 |
-58.3 |
3,661.7 |
| 2016 |
-77.7 |
3,641.6 |
| 2017 |
-121.4 |
3,933.5 |
| 2018 |
-124.3 |
4,149.3 |
| 2019 |
-150.6 |
4,316.6 |
| 2020 |
-156.5 |
4,333.5 |
| 2021 |
-178.6 |
5,296.0 |
| 2022 |
-202.5 |
4,836.3 |
| 2023 |
-239.9 |
4,778.3 |
2023 Cash Flows for Montgomery County Employees Retirement System (millions)
| Inflows |
Outflows |
Investment Gains (losses) |
Change in Net Assets |
| 86.1 |
326.0 |
181.9 |
-58.0 |
Cash Flow as a Percentage of Assets
Montgomery County Employees Retirement System
2001-2023
| Fiscal Year |
Montgomery County Employees Retirement System |
National Average |
| 2001 |
-1.4 |
-2.1 |
| 2002 |
null |
-2.0 |
| 2003 |
-1.9 |
-2.5 |
| 2004 |
-1.9 |
-2.0 |
| 2005 |
-1.3 |
-2.2 |
| 2006 |
-1.0 |
-2.2 |
| 2007 |
-0.5 |
-2.1 |
| 2008 |
-0.5 |
-2.3 |
| 2009 |
-2.1 |
-3.1 |
| 2010 |
-1.6 |
-3.2 |
| 2011 |
-1.9 |
-3.1 |
| 2012 |
-2.7 |
-3.3 |
| 2013 |
-1.9 |
-3.1 |
| 2014 |
-1.8 |
-2.9 |
| 2015 |
-1.6 |
-2.8 |
| 2016 |
-2.1 |
-3.0 |
| 2017 |
-3.1 |
-2.9 |
| 2018 |
-3.0 |
-2.6 |
| 2019 |
-3.5 |
-2.6 |
| 2020 |
-3.6 |
-2.4 |
| 2021 |
-3.4 |
-2.1 |
| 2022 |
-4.2 |
-2.1 |
| 2023 |
-5.0 |
-2.1 |
