University of California Retirement Plan vs School Employees Retirement System of Ohio (SERS)
Side-by-side pension health comparison from DOL and public plan data
Verdict
University of California Retirement Plan has a stronger Pension Health Score of 78/100 (B) compared to School Employees Retirement System of Ohio (SERS) at 66/100 (B). Funding ratios differ by 15.6 percentage points (83.5% vs 67.9%). University of California Retirement Plan covers 305,000 participants.
| Metric | University of California Retirement Plan | School Employees Retirement System of Ohio (SERS) |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 78/100 (B)* | 66/100 (B) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 83.5%* | 67.9% |
| Total Assets | $82.0B | $16.2B |
| Total Liabilities | $98.2B | $23.9B* |
| Unfunded Liability | $16.2B | $7.7B* |
| Participants | 305,000 | 218,000 |
| 1-Year Investment Return | 7.2%* | 5.3% |
| Plan Type | public | public |
| PBGC Risk Level | low | moderate |
| Sponsor | University of California | State of Ohio |
University of California Retirement Plan has a stronger Pension Health Score of 78/100 (B) compared to School Employees Retirement System of Ohio (SERS) at 66/100 (B). Funding ratios differ by 15.6 percentage points (83.5% vs 67.9%). University of California Retirement Plan covers 305,000 participants.