University of California Retirement Plan vs Orange County Employees Retirement System (OCERS)
Side-by-side pension health comparison from DOL and public plan data
University of California Retirement Plan (B) and Orange County Employees Retirement System (OCERS) (B) are close on the LakeQuality rubric. Funding ratios sit at 84% and 76% 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
University of California Retirement Plan has a stronger Pension Health Score of 78/100 (B) compared to Orange County Employees Retirement System (OCERS) at 71/100 (B). Funding ratios differ by 7.3 percentage points (83.5% vs 76.2%). University of California Retirement Plan covers 305,000 participants.
| Metric | University of California Retirement Plan | Orange County Employees Retirement System (OCERS) |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 78/100 (B)* | 71/100 (B) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 83.5%* | 76.2% |
| Total Assets | $82.0B | $20.4B |
| Total Liabilities | $98.2B | $26.8B* |
| Unfunded Liability | $16.2B | $6.4B* |
| Participants | 305,000 | 46,000 |
| 1-Year Investment Return | 7.2%* | 5.5% |
| Plan Type | public | public |
| PBGC Risk Level | low | moderate |
| Sponsor | University of California | Orange County |
University of California Retirement Plan has a stronger Pension Health Score of 78/100 (B) compared to Orange County Employees Retirement System (OCERS) at 71/100 (B). Funding ratios differ by 7.3 percentage points (83.5% vs 76.2%). University of California Retirement Plan covers 305,000 participants.
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