The Annual Survey of State & Local Public-Employee Retirement Systems provides revenues, expenditures, financial assets, and membership information for public employee retirement systems. Data are shown for individual retirement systems as well as at the national, state, and local level. There were 3,418 public employee retirement systems in the sampling frame, of which 1,798 systems were selected for the sample. The increase in the number of systems from 2008 to 2009 is due to an increase in coverage of the retirement systems in Florida, Illinois, Minnesota, Pennsylvania, and Texas. A sample of these units was added in 2009. The coverage was improved through research and greatly impacted the local retirement systems universe. Any year-to-year comparisons should be exercised with caution .
The 2009 survey covered fiscal years that ended between July 1, 2008 and June 30, 2009 and does not reflect data for the entire calendar year of 2009.
Summary Report [PDF, 376KB]
Table | Description | File Formats | ||||
1 | National Summary of Public-Employee Retirement Systems | HTML | [TXT, 5KB] | [XLS, 30KB] | ||
2 | Revenues by State & Local Government | |||||
(A) Revenues | HTML | [TXT, 23KB] | [XLS, 41KB] | |||
(B) Coefficient of Variation for Revenues | HTML | [TXT, 23KB] | [XLS, 41KB] | |||
3 | Expenditures by State & Local Government | |||||
(A) Expenditures | HTML | [TXT, 17KB] | [XLS, 37KB] | |||
(B) Coefficient of Variation for Expenditures | HTML | [TXT, 17KB] | [XLS, 37KB] | |||
4 | Cash and Investments by State & Local Government | |||||
(A) Cash and Investments | [XLS, 54KB] | |||||
Part 1: Total Cash and Investment Holdings | HTML | [TXT, 17KB] | NOTE: The EXCEL file above includes all four parts. | |||
Part 2: Cash and Short-Term Investments | HTML | [TXT, 15KB] | ||||
Part 3: Securities | HTML | [TXT, 35KB] | ||||
Part 4: Other Investments | HTML | [TXT, 14KB] | ||||
(B) Coefficient of Variation for Cash and Investments | [XLS, 54KB] | |||||
Part 1: Total Cash and Investment Holdings | HTML | [TXT, 17KB] | NOTE: The EXCEL file above includes all four parts. | |||
Part 2: Cash and Short-Term Investments | HTML | [TXT, 15KB] | ||||
Part 3: Securities | HTML | [TXT, 35KB] | ||||
Part 4: Other Investments | HTML | [TXT, 15KB] | ||||
5 | Membership by State & Local Government | |||||
(A) Membership | HTML | [TXT, 9KB] | [XLS, 31KB] | |||
(B) Coefficient of Variation for Membership | HTML | [TXT, 9KB] | [XLS, 31KB] |