Skip to main content
PensionRisk

California State Teachers Retirement System (CalSTRS) vs Central States, Southeast & Southwest Areas Pension Fund

Side-by-side pension health comparison from DOL and public plan data

California State Teachers Retirement System (CalSTRS) and Central States, Southeast & Southwest Areas Pension Fund are meaningfully apart on the LakeQuality pension-health rubric: California State Teachers Retirement System (CalSTRS) grades B while Central States, Southeast & Southwest Areas Pension Fund grades A. Funding ratios: 73% vs 94%.

Central States, Southeast & Southwest Areas Pension Fund comes out ahead on the composite rubric. For a participant in either plan, the spread is informative but not directly actionable — pension participation is not portable, so the relevant question is what each plan's funded-status trajectory means for that participant's benefit security.

Verdict

Central States, Southeast & Southwest Areas Pension Fund has a stronger Pension Health Score of 97/100 (A) compared to California State Teachers Retirement System (CalSTRS) at 73/100 (B). Funding ratios differ by 21.2 percentage points (94.1% vs 72.9%). Central States, Southeast & Southwest Areas Pension Fund covers 634,861 participants.

MetricCalifornia State Teachers Retirement System (CalSTRS)Central States, Southeast & Southwest Areas Pension Fund
Health Score
Composite of funding ratio, trend, and PBGC risk
73/100 (B)97/100 (A)*
Funding Ratio
Assets as % of liabilities (100%+ is fully funded)
72.9%94.1%*
Total Assets$318.0B$55.6B
Total Liabilities$436.0B$59.1B*
Unfunded Liability$118.0B$3.5B*
Participants985,000634,861
1-Year Investment Return6.2%*4.5%
Plan Typepublicmultiemployer
PBGC Risk Levelmoderatelow
SponsorState of CaliforniaTeamsters Central States

Central States, Southeast & Southwest Areas Pension Fund has a stronger Pension Health Score of 97/100 (A) compared to California State Teachers Retirement System (CalSTRS) at 73/100 (B). Funding ratios differ by 21.2 percentage points (94.1% vs 72.9%). Central States, Southeast & Southwest Areas Pension Fund covers 634,861 participants.

Explore More