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Annual Survey of Public Pensions: State & Local Data

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Annual Survey of Public Pensions: State- and Locally-Administered Defined Benefit Data

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The Annual Survey of Public Pensions: State- and Locally-Administered Defined Benefit Data provides revenues, expenditures, financial assets, and membership information for the defined benefit public pension systems. Data are shown for individual retirement systems as well as at the national, state, and local level. There were 3,418 public employee retirement systems in the sampling frame, of which 1,798 systems were selected for the sample. The increase in the number of systems from 2008 to 2009 is due to an increase in coverage of the retirement systems in Florida, Illinois, Minnesota, Pennsylvania, and Texas. A sample of these units was added in 2009. The coverage was improved through research and greatly impacted the local retirement systems universe. Any year-to-year comparisons should be exercised with caution. These estimates are based on the 2009 survey year universe.

The 2011 survey covered fiscal years that ended between July 1, 2010 and June 30, 2011 and does not reflect data for the entire calendar year of 2011.

Current Forms and Information Collected

Press Release

Summary Report [PDF, 1,965KB]

Changes in Asset Classification Effective 2012


Effective with the 2012 survey cycle, the Annual Survey of Public Pensions: State- and Locally-Administered Defined Benefit Data revised the survey form to implement changes in asset classification. These changes apply to the categories designated as corporate stocks, corporate bonds, federal government securities, and other securities. Federally-sponsored agency securities are classified under federal government securities instead of corporate bonds. Private equity, venture capital, and leveraged buy-outs are classified under corporate stocks instead of other securities. Due to these changes in asset classification, there are shifts in the distribution of assets from corporate bonds to federal government securities and from other securities to corporate stocks. However, since investment decisions guide the distribution of assets, we cannot calculate the exact impact that the changes in classification had on the asset distribution for 2012. As such, for the above mentioned asset categories, any data comparisons between 2012 and prior to 2012 should be exercised with caution.


2011 Annual Survey of Public Pensions: State & Local Data

Table Description File Formats
1 National Summary of Public-Employee Retirement Systems [XLS, 29KB]
2 Revenues by State & Local Government
(A) Revenues [XLS, 48KB]
(B) Coefficient of Variation for Revenues [XLS, 50KB]
3 Expenditures by State & Local Government
(A) Expenditures [XLS, 36KB]
(B) Coefficient of Variation for Expenditures [XLS, 36KB]
4 Cash and Investments by State & Local Government
(A) Cash and Investments [XLS, 59KB]
(B) Coefficient of Variation for Cash and Investments [XLS, 52KB]
5 Membership by State & Local Government
(A) Membership [XLS, 39KB]
(B) Coefficient of Variation for Membership [XLS, 39KB]


Downloadable Data


  • Estimate Data File [XLS, 1,467KB] – Aggregates for the U.S. and by state of local government retirement systems and state government retirement systems (supporting documentation) [XLS, 41KB]
  • Individual Unit File [TXT, 2,620KB] – Detailed financial item data for each public employee retirement system (fixed length, no delimiter) (file layout) [PDF, 118KB]
  • Unit ID File [TXT, 675KB] – Name of each public employee retirement system (fixed length, no delimiter) (file layout) [PDF, 80KB]



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Source: U.S. Census Bureau | Annual Survey of Public Pensions: State & Local Data | 1 (888) 529-1963 | govs.pensions@census.gov |  Last Revised: March 13, 2014