Texas Municipal Retirement System (TMRS) vs Caterpillar Inc. Retirement Income Plan
Side-by-side pension health comparison from DOL and public plan data
Texas Municipal Retirement System (TMRS) (A) and Caterpillar Inc. Retirement Income Plan (A) are close on the LakeQuality rubric. Funding ratios sit at 88% and 106% respectively — within a few points of each other.
With grades this close, the comparison turns on plan-specific factors: status (active vs frozen), participant maturity, sponsor financial health, and multi-year trajectory rather than the headline composite.
Verdict
Caterpillar Inc. Retirement Income Plan has a stronger Pension Health Score of 100/100 (A) compared to Texas Municipal Retirement System (TMRS) at 82/100 (A). Funding ratios differ by 18.4 percentage points (106.2% vs 87.8%). Caterpillar Inc. Retirement Income Plan covers 39,566 participants.
| Metric | Texas Municipal Retirement System (TMRS) | Caterpillar Inc. Retirement Income Plan |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 82/100 (A) | 100/100 (A)* |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 87.8% | 106.2%* |
| Total Assets | $36.8B | $9.8B |
| Total Liabilities | $41.9B | $9.2B* |
| Unfunded Liability | $5.1B | $0* |
| Participants | 218,000 | 39,566 |
| 1-Year Investment Return | 6.3% | 6.7%* |
| Plan Type | public | corporate |
| PBGC Risk Level | low | low |
| Sponsor | Texas Cities | Caterpillar Inc. |
Caterpillar Inc. Retirement Income Plan has a stronger Pension Health Score of 100/100 (A) compared to Texas Municipal Retirement System (TMRS) at 82/100 (A). Funding ratios differ by 18.4 percentage points (106.2% vs 87.8%). Caterpillar Inc. Retirement Income Plan covers 39,566 participants.
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