State Data » Montana » Montana Public Employees Retirement Board and Administration

Montana Public Employees Retirement Board and Administration Basics, by Plan

Plan Assets (millions) Total Members
Montana Firefighters 643.7 1,691
Montana Municipal Police 585.9 2,190
Montana PERS 6,920.9 84,794
Other Plans 1,144.4 20,077
Total 9,294.9 108,752

Source: Public Plans Database (as of 2023)

Note: Montana Public Employees Retirement Board and Administration has 5 other plans.

Assets

Assets at Year-End
Montana Public Employees Retirement Board and Administration
2001-2023

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
2020 7.7
2021 9.5
2022 8.9
2023 9.3

Source: Public Plans Database

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Membership

Ratio of Actives to Beneficiaries, 2001-2023

Fiscal Year Montana Public Employees Retirement Board and Administration 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 1.6
2014 1.4 1.5
2015 1.4 1.5
2016 1.4 1.4
2017 1.4 1.4
2018 1.3 1.4
2019 1.3 1.3
2020 1.3 1.3
2021 1.2 1.2
2022 1.2 1.2
2023 1.2 1.2

Source: Public Plans Database

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Cash Flows

Cash Flow vs. Total Assets (Millions)
Montana Public Employees Retirement Board and Administration
2001-2023

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
2020 -221.4 7,677.3
2021 -243.5 9,526.0
2022 -274.6 8,856.9
2023 -288.3 9,294.9

Source: Public Plans Database

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Cash Flow as a Percentage of Assets
Montana Public Employees Retirement Board and Administration
2001-2023

Fiscal Year Montana Public Employees Retirement Board and Administration National Average
2001 0.0 -2.1
2002 -0.3 -2.0
2003 -1.0 -2.5
2004 -0.6 -2.0
2005 -0.7 -2.2
2006 -0.3 -2.5
2007 -0.8 -2.1
2008 -1.0 -2.4
2009 -1.4 -3.2
2010 -1.3 -3.2
2011 -1.6 -3.1
2012 -2.1 -3.3
2013 -2.3 -3.2
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
2020 -2.9 -2.4
2021 -2.6 -2.1
2022 -3.1 -2.1
2023 -3.1 -2.2

Source: Public Plans Database

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