State Data » Montana » Montana Public Employees Retirement Board

Montana Public Employees Retirement Board Basics, by Plan

Plan Assets (millions) Total Members
Montana PERS 6,648.9 58,426
Other Plans 2,208.0 39,543
Total 8,856.9 97,969

Source: Public Plans Database (as of 2022)

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

Assets

Assets at Year-End
Montana Public Employees Retirement Board
2001-2022

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

Source: Public Plans Database

Copy this code into your HTML Editor, Blog Post or CMS.

Membership

Ratio of Actives to Beneficiaries, 2001-2022

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 1.4
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

Source: Public Plans Database

Copy this code into your HTML Editor, Blog Post or CMS.

Cash Flows

Cash Flow vs. Total Assets (Millions)
Montana Public Employees Retirement Board
2001-2022

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

Source: Public Plans Database

Copy this code into your HTML Editor, Blog Post or CMS.


Cash Flow as a Percentage of Assets
Montana Public Employees Retirement Board
2001-2022

Fiscal Year Montana Public Employees Retirement Board National Average
2001 0.0 -2.1
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
2020 -2.9 -2.4
2021 -2.6 -2.1
2022 -3.1 -2.1

Source: Public Plans Database

Copy this code into your HTML Editor, Blog Post or CMS.