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Aggregate funded ratio for US state pension plans up more than 2.5 per cent in Q4 2019, says Wilshire

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The aggregate funded ratio for US state pension plans increased by 2.6 percentage points during the fourth quarter of 2019 ending at 76.0 per cent, a 9.8 percentage points increase from December 2018, according to Wilshire Consulting. 

The aggregate funded ratio for US state pension plans increased by 2.6 percentage points during the fourth quarter of 2019 ending at 76.0 per cent, a 9.8 percentage points increase from December 2018, according to Wilshire Consulting. Wilshire Consulting assists in ensuring secure and safe retirements for millions of Americans including those participating in some of the nation’s largest corporate and public retirement plans.

The quarterly change in funding resulted from a 4.3 per cent increase in asset values partially offset by a 0.7 per cent increase in liability values. The aggregate funded ratio is estimated to have increased 9.8 percentage points over calendar year 2019.
 
“The fourth quarter’s rise in funded ratios was primarily driven by positive returns for public equities,” says Ned McGuire, Managing Director and a member of the Investment Management & Research Group of Wilshire Consulting. “Asset values increased by just over 18 per cent during 2019. This increase was led by public US equities. The 2019 Wilshire 5000 Total Market IndexSM return of 31.02 per cent was the best calendar year return since 2013.”

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