To provide summary data on the assets, revenue, and expenditure of the largest
public-employee retirement systems. The United States Code, Title 13,
authorizes this survey and provides for voluntary responses. Coverage is for 100 largest state and local government public-employee retirement
systems, which comprise about 85 percent of national activity among such entities. Data are collected on the financial holdings and activities of the largest public employment retirement systems. The financial holdings data show assets in various types of securities such as stocks, bonds, federal notes, and mortgages. Revenue data consist of earnings, as well as contributions from governments and employees. Expenditure data are primarily payments to beneficiaries and administrative costs. Data collection starts at the beginning of each calendar quarter and continues
for about 3 months. Data have been collected quarterly since 1968. Asset amounts
are as of the end of each calendar quarter (March, June, September, December).
Revenue collected and payments made represent transactions during the preceding
calendar quarter. A mail-out/mail-back survey of the largest state and local government employee
retirement systems. Systems are selected based on the value of their assets
as shown in the most recent Census of Governments. Systems are selected to account for about 85 percent of the financial activity
of all state and local retirement systems. One hundred systems are in the current
survey panel. The panel is drawn from a universe of about 2,200 public employee
retirement systems and is updated routinely. A single form is used to collect
quarterly data. Quarterly Summary of Public-Employee Retirement Systems reports are
published about 4 months after each calendar quarter. Summary tables show national
financial transactions in the largest public employee retirement systems and
trends for the past 5 years. Provides the most current data about investment decisions by public employee
retirement systems, which are among the largest types of institutional investors
in U.S. financial markets. The Bureau of Economic Analysis uses these data to update the governments sectors
of the Gross Domestic Product accounts. The Federal Reserve Board uses the data
in developing the flow of funds accounts. Investment bankers and analysts monitor
the data to assess changes in the investment patterns of public-employee retirement
systems. Public policy specialists and economists use the data in econometric
models that assess general economic conditions and state and local government
financial activities. EXPLORE INFORMATION CONTINUE OVERVIEW Last revised:
Thursday, 27-Jul-2006 10:39:16 EDT




QUARTERLY PUBLIC-EMPLOYEE RETIREMENT SYSTEMS SURVEY
PURPOSE
COVERAGE
CONTENT
FREQUENCY
METHODS
PRODUCTS
SPECIAL FEATURES
USES
RELATED PROGRAMS
Annual Survey of State
and Local Government Finances
State and Local Government
Public-Employee Retirement System Survey
Annual Public Employment
Survey