Oregon Public Employees Retirement System (PERS) vs UPS Retirement Plan
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 UPS Retirement Plan at 71/100 (B). Funding ratios differ by 0.5 percentage points (77.3% vs 77.8%). Oregon Public Employees Retirement System (PERS) covers 375,000 participants.
| Metric | Oregon Public Employees Retirement System (PERS) | UPS Retirement Plan |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 72/100 (B)* | 71/100 (B) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 77.3% | 77.8%* |
| Total Assets | $84.0B | $44.0B |
| Total Liabilities | $108.7B | $56.6B* |
| Unfunded Liability | $24.7B | $12.6B* |
| Participants | 375,000 | 335,000 |
| 1-Year Investment Return | 5.7% | 6.7%* |
| Plan Type | public | corporate |
| PBGC Risk Level | moderate | moderate |
| Sponsor | State of Oregon | United Parcel Service |
Oregon Public Employees Retirement System (PERS) has a stronger Pension Health Score of 72/100 (B) compared to UPS Retirement Plan at 71/100 (B). Funding ratios differ by 0.5 percentage points (77.3% vs 77.8%). Oregon Public Employees Retirement System (PERS) covers 375,000 participants.