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PensionWatch

Is Your Pension Healthy?

Funding analysis for 520 pension plans covering 39,846,450 workers and retirees. Every plan gets a Pension Health Score from A to F.

520
Pension Plans
39,846,450
Participants
$5964.2B
Total Assets
$8232.4B
Total Liabilities
72.4%
Avg Funding Ratio

Most Underfunded Plans

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Frequently Asked Questions

What is the Pension Health Score?

The Pension Health Score is PensionWatch's proprietary grading system that rates pension plans from A (healthiest) to F (most at-risk) based on three factors: funding ratio (50%), 3-year funding trend (30%), and PBGC risk level (20%). A plan with 100% funding, improving trend, and low PBGC risk scores 100/100 (grade A).

What is a funding ratio?

A funding ratio compares a pension plan's assets to its liabilities. A plan with $80 million in assets and $100 million in liabilities is 80% funded. Plans below 80% are considered underfunded. Plans below 65% are at serious risk of benefit cuts or requiring emergency contributions.

Where does this data come from?

Data comes from DOL Form 5500 filings (corporate and multiemployer plans), the Boston College Center for Retirement Research Public Plans Database (state and local plans), and PBGC reports. Data is updated annually as new filings become available.

What does PBGC coverage mean?

The Pension Benefit Guaranty Corporation (PBGC) insures private-sector defined benefit pension plans. If a PBGC-covered plan is terminated without enough money to pay all benefits, PBGC steps in to pay pension benefits up to a legal maximum. Public plans (state/local government) are not PBGC-covered.