Reports and Surveys | June 12, 2025
In 2024, multiemployer pension plans, like most investors, experienced steady investment gains. Further, a growing number of plans have received Special Financial Assistance (SFA) under the American Rescue Plan Act (ARPA).
Our 2025 survey of calendar-year plans found the percentage of plans in the green zone is 76 percent, up slightly from 75 percent one year earlier.
Ten percent of plans surveyed have received SFA.
The average funded percentage for determining zone status under the Pension Protection Act of 2006 (PPA), which is based on the actuarial value of assets and typically smooths investment gains and losses over five years, is 106 percent, up from 104 percent, excluding plans eligible for SFA.
The survey includes the most current data available from “zone-status” certifications of 181 calendar-year plans that were filed by March 31, 2025 — not estimates or projections of zone status. As a group, these multiemployer pension plans have more than $185 billion in assets and provide benefits to just over 2.7 million participants and beneficiaries.
Share this page
The survey presents many more statistics about multiemployer pension plans, including information for these industries: construction, entertainment, manufacturing, retail and food, service and transportation.
You’ll learn:
For trustees of multiemployer pension funds, there’s no greater challenge than navigating your plan through volatile periods. Knowing the details of how similarly situated plans have performed can provide a benchmark for your own plan’s performance.
The survey data, combined with the insight we’ve developed from decades of working with multiemployer pension plans, makes this annual report an invaluable tool for trustees. A plan’s direction and ability to withstand adverse experience is as important as its current zone status.
We understand multiemployer plans, having worked with hundreds of them for decades. That experience helps us provide innovative, cost-effective solutions to the challenges funds face. Our unbiased, objective advice allows funds to make decisions in the broader context of other multiemployer plans. Moreover, our ability to aggregate multiemployer data from our extensive client base enables us to determine trends and offer timely advice on emerging developments.
Contact Us
Retirement, Investment, Multiemployer Plans
Retirement, Multiemployer Plans
Compliance, Retirement, Multiemployer Plans, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate
This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.
© 2025 by The Segal Group, Inc.Terms & Conditions Privacy Policy Style Guide California Residents Sitemap Disclosure of Compensation Required Notices