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Montana Public Employees Retirement Board Basics, by Plan

Plan Assets (millions) Total Members
Montana PERS 5,903.3 56,096
Other Plans 1,784.3 32,881
Total 7,687.7 88,977

Source: Public Plans Database (as of 2019)

Note: Montana Public Employees Retirement Board has 7 other plans.

Assets

Assets at Year-End
Montana Public Employees Retirement Board
2001-2019

Fiscal Year Net Assets (billions)
2001 3.3
2002 3.1
2003 3.2
2004 3.6
2005 3.9
2006 4.3
2007 5.0
2008 4.7
2009 3.7
2010 4.1
2011 4.9
2012 4.9
2013 5.4
2014 6.3
2015 6.4
2016 6.4
2017 7.0
2018 7.5
2019 7.7

Source: Public Plans Database

Membership

Ratio of Actives to Beneficiaries, 2001-2019

Fiscal Year Montana Public Employees Retirement Board 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 1.8 2.0
2007 1.8 2.0
2008 1.7 1.9
2009 1.7 1.9
2010 1.7 1.8
2011 1.6 1.7
2012 1.6 1.6
2013 1.5 1.5
2014 1.4 1.5
2015 1.4 1.4
2016 1.4 1.4
2017 1.4 1.4
2018 1.3 1.3
2019 1.3 1.3

Source: Public Plans Database

Cash Flows

Cash Flow vs. Total Assets (Millions)
Montana Public Employees Retirement Board
2001-2019

Fiscal Year Cash Flow Assets
2001 -0.8 3,316.8
2002 -8.1 3,069.0
2003 -31.6 3,240.5
2004 -22.7 3,649.6
2005 -27.9 3,916.2
2006 -10.9 4,258.3
2007 -40.5 4,977.9
2008 -45.8 4,692.6
2009 -50.1 3,674.6
2010 -53.5 4,092.4
2011 -79.6 4,894.1
2012 -101.0 4,907.9
2013 -123.0 5,415.9
2014 -83.5 6,253.3
2015 -103.9 6,434.2
2016 -128.5 6,435.6
2017 -155.7 7,035.5
2018 -173.2 7,477.8
2019 -205.0 7,687.7

Source: Public Plans Database


Cash Flow as a Percentage of Assets
Montana Public Employees Retirement Board
2001-2019

Fiscal Year Montana Public Employees Retirement Board National Average
2001 -0.0 -2.0
2002 -0.3 -2.4
2003 -1.0 -2.6
2004 -0.6 -2.0
2005 -0.7 -2.2
2006 -0.3 -2.2
2007 -0.8 -2.1
2008 -1.0 -2.3
2009 -1.4 -3.1
2010 -1.3 -3.2
2011 -1.6 -3.1
2012 -2.1 -3.3
2013 -2.3 -3.1
2014 -1.3 -2.9
2015 -1.6 -2.8
2016 -2.0 -3.0
2017 -2.2 -2.9
2018 -2.3 -2.6
2019 -2.7 -2.6

Source: Public Plans Database