Reports and Surveys | May 1, 2023

Slight Change in Zone Status Despite Investment Losses

Nearly three-quarters of all multiemployer pension plans in our latest survey remain in the green zone, although the zone status of some calendar-year multiemployer plans did change as of January 1, 2023, following 2022 investment performance.

To see a snapshot of key findings from our latest survey, download an infographic.

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You’ll learn:

  • The median net investment return for plans in the survey
  • How the percentage of plans in critical and declining status, critical status (the red zone), endangered status (yellow zone) and the green zone changed between 2021 and 2023
  • Why the average Pension Protection Act of 2006 funded percentage stayed level between 2022 and 2023 despite investment volatility
  • How much higher the “burn rate” — the rate of asset decline as a percent of total assets, without regard to investment income — is for C&D plans compared to plans in other zones

We can help you manage changes in your plan’s zone status.

Ask us to run projections that can help you make decisions with confidence.

About the survey

The 186 plans included in this survey are those with plan years beginning January 1, 2023. As a group, these plans have more than $133 billion in assets and provide benefits to just over 2.7 million participants.

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See more insights

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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.