Pension Funds Financial Snapshot
The three systems had combined assets of approximately $2.91 billion as of May 31, 2010. For a summary of VPIC assets under management since January 2007, please click here.
Preliminary rates of return for calendar year 2009 were:
- 27.6 percent for the Vermont State Retirement System
- 26.5 percent for the State Teachers' Retirement System
- 28.8 percent for the Vermont Municipal Employees' Retirement System.
For the ten years ended September 30, 2009, the median public retirement plan in the United States (Independent Consultants Cooperative Data) had an average annualized total return of 4.3 percent, compared with:
- 4.0 percent for the Vermont State Retirement System
- 4.5 percent for the State Teachers' Retirement System
- 4.5 percent for the Vermont Municipal Employees' Retirement System.
Over the long term, Vermont's systems in aggregate compare favorably with the majority of public pension plans.
To see financial performance reports for the pension systems, click on one of the systems below:
Vermont State Retirement System (VSRS)
Vermont State Teachers' Retirement System (VSTRS)
Vermont Municipal Employees' Retirement System (VMERS)
