School Employees Retirement System of Ohio (SERS) vs Procter & Gamble Retirement Plan
Side-by-side pension health comparison from DOL and public plan data
School Employees Retirement System of Ohio (SERS) and Procter & Gamble Retirement Plan are meaningfully apart on the LakeQuality pension-health rubric: School Employees Retirement System of Ohio (SERS) grades B while Procter & Gamble Retirement Plan grades A. Funding ratios: 68% vs 99%.
Procter & Gamble 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
Procter & Gamble Retirement Plan has a stronger Pension Health Score of 100/100 (A) compared to School Employees Retirement System of Ohio (SERS) at 66/100 (B). Funding ratios differ by 31.4 percentage points (99.4% vs 67.9%). Procter & Gamble Retirement Plan covers 10,929 participants.
| Metric | School Employees Retirement System of Ohio (SERS) | Procter & Gamble Retirement Plan |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 66/100 (B) | 100/100 (A)* |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 67.9% | 99.4%* |
| Total Assets | $16.2B | $1.2B |
| Total Liabilities | $23.9B | $1.2B* |
| Unfunded Liability | $7.7B | $7.6M* |
| Participants | 218,000 | 10,929 |
| 1-Year Investment Return | 5.3% | 7.3%* |
| Plan Type | public | corporate |
| PBGC Risk Level | moderate | low |
| Sponsor | State of Ohio | Procter & Gamble |
Procter & Gamble Retirement Plan has a stronger Pension Health Score of 100/100 (A) compared to School Employees Retirement System of Ohio (SERS) at 66/100 (B). Funding ratios differ by 31.4 percentage points (99.4% vs 67.9%). Procter & Gamble Retirement Plan covers 10,929 participants.
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