Western Conference of Teamsters Pension Trust vs School Employees Retirement System of Ohio (SERS)
Side-by-side pension health comparison from DOL and public plan data
Western Conference of Teamsters Pension Trust and School Employees Retirement System of Ohio (SERS) are meaningfully apart on the LakeQuality pension-health rubric: Western Conference of Teamsters Pension Trust grades A while School Employees Retirement System of Ohio (SERS) grades B. Funding ratios: 94% vs 68%.
Western Conference of Teamsters Pension Trust 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
Western Conference of Teamsters Pension Trust has a stronger Pension Health Score of 97/100 (A) compared to School Employees Retirement System of Ohio (SERS) at 66/100 (B). Funding ratios differ by 26.2 percentage points (94.1% vs 67.9%). Western Conference of Teamsters Pension Trust covers 634,861 participants.
| Metric | Western Conference of Teamsters Pension Trust | School Employees Retirement System of Ohio (SERS) |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 97/100 (A)* | 66/100 (B) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 94.1%* | 67.9% |
| Total Assets | $55.6B | $16.2B |
| Total Liabilities | $59.1B | $23.9B* |
| Unfunded Liability | $3.5B* | $7.7B |
| Participants | 634,861 | 218,000 |
| 1-Year Investment Return | 6.2%* | 5.3% |
| Plan Type | multiemployer | public |
| PBGC Risk Level | low | moderate |
| Sponsor | Teamsters Western Conference | State of Ohio |
Western Conference of Teamsters Pension Trust has a stronger Pension Health Score of 97/100 (A) compared to School Employees Retirement System of Ohio (SERS) at 66/100 (B). Funding ratios differ by 26.2 percentage points (94.1% vs 67.9%). Western Conference of Teamsters Pension Trust covers 634,861 participants.