Montana Public Employees Retirement Board and Administration Basics, by Plan
| Plan | Assets (millions) | Total Members |
|---|---|---|
| Montana PERS | 6,920.9 | 60,158 |
| Other Plans | 2,374.0 | 48,594 |
| Total | 9,294.9 | 108,752 |
Source: Public Plans Database (as of 2023)
Note: Montana Public Employees Retirement Board and Administration has 7 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 |
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 | 1.5 |
| 2014 | 1.4 | 1.4 |
| 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 |
| 2020 | 1.3 | 1.3 |
| 2021 | 1.2 | 1.2 |
| 2022 | 1.2 | 1.2 |
| 2023 | 1.2 | 1.2 |
Membership for Montana Public Employees Retirement Board and Administration
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Cash Flows
2023 Cash Flows for Montana Public Employees Retirement Board and Administration (millions)
| Inflows | Outflows | Investment Gains (losses) | Change in Net Assets |
|---|---|---|---|
| 412.9 | 701.2 | 726.3 | 438.0 |
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 | -2.2 |
| 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 |
| 2020 | -2.9 | -2.4 |
| 2021 | -2.6 | -2.1 |
| 2022 | -3.1 | -2.1 |
| 2023 | -3.1 | -2.2 |