University of California Retirement System Basics, by Plan
Source: Public Plans Database (as of 2023)
Note: University of California Retirement System has 0 other plans.
Assets
Assets at Year-End
University of California Retirement System
2001-2023
| Fiscal Year |
Net Assets (billions) |
| 2001 |
38.9 |
| 2002 |
34.4 |
| 2003 |
35.3 |
| 2004 |
39.2 |
| 2005 |
41.9 |
| 2006 |
43.4 |
| 2007 |
48.1 |
| 2008 |
42.0 |
| 2009 |
32.3 |
| 2010 |
34.6 |
| 2011 |
41.9 |
| 2012 |
41.8 |
| 2013 |
45.3 |
| 2014 |
52.8 |
| 2015 |
55.1 |
| 2016 |
54.2 |
| 2017 |
62.1 |
| 2018 |
66.8 |
| 2019 |
70.3 |
| 2020 |
71.0 |
| 2021 |
91.8 |
| 2022 |
81.4 |
| 2023 |
88.3 |
Membership
Ratio of Actives to Beneficiaries, 2001-2023
| Fiscal Year |
University of California Retirement System |
US State and Local Pensions |
| 2001 |
3.2 |
2.4 |
| 2002 |
3.3 |
2.3 |
| 2003 |
3.2 |
2.2 |
| 2004 |
3.1 |
2.1 |
| 2005 |
3.0 |
2.1 |
| 2006 |
2.7 |
2.0 |
| 2007 |
2.5 |
2.0 |
| 2008 |
2.3 |
1.9 |
| 2009 |
2.2 |
1.9 |
| 2010 |
2.1 |
1.8 |
| 2011 |
2.1 |
1.7 |
| 2012 |
2.0 |
1.6 |
| 2013 |
1.9 |
1.5 |
| 2014 |
1.9 |
1.4 |
| 2015 |
1.8 |
1.4 |
| 2016 |
1.8 |
1.4 |
| 2017 |
1.8 |
1.4 |
| 2018 |
1.7 |
1.3 |
| 2019 |
1.6 |
1.3 |
| 2020 |
1.7 |
1.3 |
| 2021 |
1.6 |
1.2 |
| 2022 |
1.6 |
1.2 |
| 2023 |
1.6 |
1.2 |
2023 Membership for University of California Retirement System
| Actives |
Beneficiaries |
Inactive Vested |
Total Membership |
# of Participating Employers |
| 141,416 |
87,282 |
39,149 |
267,847 |
1 |
Cash Flows
Cash Flow vs. Total Assets (Millions)
University of California Retirement System
2001-2023
| Fiscal Year |
Cash Flow |
Assets |
| 2001 |
-899.1 |
38,869.9 |
| 2002 |
-967.4 |
34,441.8 |
| 2003 |
-1,007.4 |
35,326.8 |
| 2004 |
-1,137.8 |
39,187.7 |
| 2005 |
-1,313.1 |
41,857.5 |
| 2006 |
-1,472.9 |
43,362.2 |
| 2007 |
-3,172.8 |
48,105.3 |
| 2008 |
-3,488.4 |
42,023.2 |
| 2009 |
-1,859.7 |
32,258.5 |
| 2010 |
-1,838.4 |
34,574.5 |
| 2011 |
-331.5 |
41,872.7 |
| 2012 |
-182.0 |
41,806.5 |
| 2013 |
-1,299.1 |
45,340.7 |
| 2014 |
-566.8 |
52,783.9 |
| 2015 |
277.8 |
55,055.5 |
| 2016 |
213.7 |
54,164.5 |
| 2017 |
83.4 |
62,114.3 |
| 2018 |
-182.8 |
66,838.8 |
| 2019 |
-517.4 |
70,343.7 |
| 2020 |
-551.8 |
70,977.9 |
| 2021 |
-609.5 |
91,826.0 |
| 2022 |
-624.2 |
81,428.1 |
| 2023 |
-867.5 |
88,262.8 |
2023 Cash Flows for University of California Retirement System (millions)
| Inflows |
Outflows |
Investment Gains (losses) |
Change in Net Assets |
| 3,976.6 |
4,844.1 |
7,702.2 |
6,834.7 |
Cash Flow as a Percentage of Assets
University of California Retirement System
2001-2023
| Fiscal Year |
University of California Retirement System |
National Average |
| 2001 |
-2.3 |
-2.1 |
| 2002 |
-2.8 |
-2.0 |
| 2003 |
-2.9 |
-2.5 |
| 2004 |
-2.9 |
-2.0 |
| 2005 |
-3.1 |
-2.2 |
| 2006 |
-3.4 |
-2.2 |
| 2007 |
-6.6 |
-2.1 |
| 2008 |
-8.3 |
-2.3 |
| 2009 |
-5.8 |
-3.1 |
| 2010 |
-5.3 |
-3.2 |
| 2011 |
-0.8 |
-3.1 |
| 2012 |
-0.4 |
-3.3 |
| 2013 |
-2.9 |
-3.1 |
| 2014 |
-1.1 |
-2.9 |
| 2015 |
0.5 |
-2.8 |
| 2016 |
0.4 |
-3.0 |
| 2017 |
0.1 |
-2.9 |
| 2018 |
-0.3 |
-2.6 |
| 2019 |
-0.7 |
-2.6 |
| 2020 |
-0.8 |
-2.4 |
| 2021 |
-0.7 |
-2.1 |
| 2022 |
-0.8 |
-2.1 |
| 2023 |
-1.0 |
-2.1 |
