Central States, Southeast & Southwest Areas Pension Fund vs University of California Retirement Plan
Side-by-side pension health comparison from DOL and public plan data
Verdict
University of California Retirement Plan has a stronger Pension Health Score of 78/100 (B) compared to Central States, Southeast & Southwest Areas Pension Fund at 29/100 (F). Funding ratios differ by 61.5 percentage points (83.5% vs 22.0%). University of California Retirement Plan covers 305,000 participants.
| Metric | Central States, Southeast & Southwest Areas Pension Fund | University of California Retirement Plan |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 29/100 (F) | 78/100 (B)* |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 22.0% | 83.5%* |
| Total Assets | $9.5B | $82.0B |
| Total Liabilities | $43.2B* | $98.2B |
| Unfunded Liability | $33.7B | $16.2B* |
| Participants | 380,000 | 305,000 |
| 1-Year Investment Return | 4.5% | 7.2%* |
| Plan Type | multiemployer | public |
| PBGC Risk Level | critical | low |
| Sponsor | Teamsters Central States | University of California |
University of California Retirement Plan has a stronger Pension Health Score of 78/100 (B) compared to Central States, Southeast & Southwest Areas Pension Fund at 29/100 (F). Funding ratios differ by 61.5 percentage points (83.5% vs 22.0%). University of California Retirement Plan covers 305,000 participants.