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PensionRisk

NYC Employees Retirement System (NYCERS) vs UPS Retirement Plan

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

NYC Employees Retirement System (NYCERS) and UPS Retirement Plan are meaningfully apart on the LakeQuality pension-health rubric: NYC Employees Retirement System (NYCERS) grades B while UPS Retirement Plan grades A. Funding ratios: 77% vs 91%.

UPS Retirement Plan 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

UPS Retirement Plan has a stronger Pension Health Score of 95/100 (A) compared to NYC Employees Retirement System (NYCERS) at 71/100 (B). Funding ratios differ by 13.9 percentage points (90.7% vs 76.8%). UPS Retirement Plan covers 243,932 participants.

MetricNYC Employees Retirement System (NYCERS)UPS Retirement Plan
Health Score
Composite of funding ratio, trend, and PBGC risk
71/100 (B)95/100 (A)*
Funding Ratio
Assets as % of liabilities (100%+ is fully funded)
76.8%90.7%*
Total Assets$77.2B$9.7B
Total Liabilities$100.5B$10.7B*
Unfunded Liability$23.3B$993.0M*
Participants370,000243,932
1-Year Investment Return5.6%6.7%*
Plan Typepubliccorporate
PBGC Risk Levelmoderatelow
SponsorNew York CityUnited Parcel Service

UPS Retirement Plan has a stronger Pension Health Score of 95/100 (A) compared to NYC Employees Retirement System (NYCERS) at 71/100 (B). Funding ratios differ by 13.9 percentage points (90.7% vs 76.8%). UPS Retirement Plan covers 243,932 participants.

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