Oregon Public Employees Retirement System (PERS) vs Pennsylvania State Employees Retirement System (SERS)
Side-by-side pension health comparison from DOL and public plan data
Verdict
Oregon Public Employees Retirement System (PERS) has a stronger Pension Health Score of 72/100 (B) compared to Pennsylvania State Employees Retirement System (SERS) at 57/100 (C). Funding ratios differ by 14.2 percentage points (77.3% vs 63.1%). Oregon Public Employees Retirement System (PERS) covers 375,000 participants.
| Metric | Oregon Public Employees Retirement System (PERS) | Pennsylvania State Employees Retirement System (SERS) |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 72/100 (B)* | 57/100 (C) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 77.3%* | 63.1% |
| Total Assets | $84.0B | $36.2B |
| Total Liabilities | $108.7B | $57.4B* |
| Unfunded Liability | $24.7B | $21.2B* |
| Participants | 375,000 | 245,000 |
| 1-Year Investment Return | 5.7%* | 5.4% |
| Plan Type | public | public |
| PBGC Risk Level | moderate | high |
| Sponsor | State of Oregon | State of Pennsylvania |
Oregon Public Employees Retirement System (PERS) has a stronger Pension Health Score of 72/100 (B) compared to Pennsylvania State Employees Retirement System (SERS) at 57/100 (C). Funding ratios differ by 14.2 percentage points (77.3% vs 63.1%). Oregon Public Employees Retirement System (PERS) covers 375,000 participants.