Western Conference of Teamsters Pension Trust vs IBM Personal Pension Plan
Side-by-side pension health comparison from DOL and public plan data
Verdict
IBM Personal Pension Plan has a stronger Pension Health Score of 83/100 (A) compared to Western Conference of Teamsters Pension Trust at 79/100 (B). Funding ratios differ by 8.2 percentage points (90.1% vs 81.9%). IBM Personal Pension Plan covers 382,000 participants.
| Metric | Western Conference of Teamsters Pension Trust | IBM Personal Pension Plan |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 79/100 (B) | 83/100 (A)* |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 81.9% | 90.1%* |
| Total Assets | $46.0B | $56.0B |
| Total Liabilities | $56.2B* | $62.2B |
| Unfunded Liability | $10.2B | $6.2B* |
| Participants | 590,000 | 382,000 |
| 1-Year Investment Return | 6.2% | 7.6%* |
| Plan Type | multiemployer | corporate |
| PBGC Risk Level | low | low |
| Sponsor | Teamsters Western Conference | IBM Corporation |
IBM Personal Pension Plan has a stronger Pension Health Score of 83/100 (A) compared to Western Conference of Teamsters Pension Trust at 79/100 (B). Funding ratios differ by 8.2 percentage points (90.1% vs 81.9%). IBM Personal Pension Plan covers 382,000 participants.