California State Teachers Retirement System (CalSTRS) vs UPS Retirement Plan
Side-by-side pension health comparison from DOL and public plan data
Verdict
California State Teachers Retirement System (CalSTRS) has a stronger Pension Health Score of 73/100 (B) compared to UPS Retirement Plan at 71/100 (B). Funding ratios differ by 4.9 percentage points (72.9% vs 77.8%). California State Teachers Retirement System (CalSTRS) covers 985,000 participants.
| Metric | California State Teachers Retirement System (CalSTRS) | UPS Retirement Plan |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 73/100 (B)* | 71/100 (B) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 72.9% | 77.8%* |
| Total Assets | $318.0B | $44.0B |
| Total Liabilities | $436.0B | $56.6B* |
| Unfunded Liability | $118.0B | $12.6B* |
| Participants | 985,000 | 335,000 |
| 1-Year Investment Return | 6.2% | 6.7%* |
| Plan Type | public | corporate |
| PBGC Risk Level | moderate | moderate |
| Sponsor | State of California | United Parcel Service |
California State Teachers Retirement System (CalSTRS) has a stronger Pension Health Score of 73/100 (B) compared to UPS Retirement Plan at 71/100 (B). Funding ratios differ by 4.9 percentage points (72.9% vs 77.8%). California State Teachers Retirement System (CalSTRS) covers 985,000 participants.