Skip to main content
PensionWatch

Montana Public Employee Retirement Administration

public plan · State of Montana · Helena, MT

ACTIVE
B
Pension Health Score
67/100
Funding Status75% Funded
0%80% threshold100%
$11.8B
Total Assets
$15.8B
Total Liabilities
$4.0B
Unfunded Liability
69,293
Participants

Funding History

What This Means for You

Montana Public Employee Retirement Administration is in good financial health at 75% funded. This means for every dollar the plan owes in future benefits, it has 75 cents in assets to cover it. As a public pension, benefits are typically backed by the taxing authority of the sponsoring government. Participants in this plan have relatively low risk of benefit reductions.

Year-by-Year Funding

YearAssetsLiabilitiesFunding RatioContributions
2025$11.8B$15.8B74.7%$523.6M
2024$11.3B$15.2B74.4%$527.8M
2023$11.1B$13.8B80.5%$551.6M
2022$10.8B$13.5B80.1%$553.8M
2021$9.8B$13.3B73.4%$490.5M

Frequently Asked Questions

Montana Public Employee Retirement Administration is 75% funded, meaning it has 75 cents in assets for every dollar in future benefit obligations. This is below the 80% threshold actuaries consider healthy, and may require increased contributions.

Montana Public Employee Retirement Administration has 69,293 total participants, including 31,935 active employees and 37,358 retirees currently receiving benefits.

Montana Public Employee Retirement Administration is not covered by the PBGC. Benefits depend entirely on the plan's assets and the sponsor's ability to fund it.

The Pension Health Score (0-100, A-F) measures a pension plan's financial strength based on funding ratio (50%), funding trend over 3 years (30%), and PBGC risk level (20%). Higher scores indicate more secure retirement benefits.

Last updated:

Pension Health Score is calculated from funding ratio, 3-year funding trend, and PBGC risk classification.