Transcription
Private Pension Plan Bulletin Historical Tables and Graphs1975-2018January 2021Version 1.0Contract DOLOPS14D0017
TABLE OF CONTENTSE10g. Pension Plan Assets (Graph)by type of plan, 1975-2018.14SECTION E: HISTORICAL TABLES ANDGRAPHSE11.Pension Plan Assets of Plans with Fewer than100 Participantsby type of plan, 1975-2018.15E12.Pension Plan Assets of Plans with 100 orMore Participantsby type of plan, 1975-2018.16Pension Plan Contributionsby type of plan, 1975-2018.17E1.Number of Pension Plansby type of plan, 1975-2018.1E1g.Number of Pension Plans (Graph)by type of plan, 1975-2018.2E13.Number of Pension Plans with Fewer than 100Participantsby type of plan, 1975-2018.3E13g. Pension Plan Contributions (Graph)by type of plan, 1975-2018.18E2.E3.Number of Pension Plans with 100 or MoreParticipantsby type of plan, 1975-2018.4E14.Pension Plan Contributions to Plans withFewer than 100 Participantsby type of plan, 1975-2018.19E4.Number of Participants in Pension Plansby type of plan, 1975-2018.5E15.E4g.Number of Participants in Pension Plans(Graph)by type of plan, 1975-2018.6Pension Plan Contributions to Plans with 100or More Participantsby type of plan, 1975-2018.20E16.Pension Plan Benefits Disbursedby type of plan, 1975-2018.21E5.Number of Participants in Pension Plans withFewer than 100 Participantsby type of plan, 1975-2018.7E16g. Pension Plan Benefits Disbursed (Graph)by type of plan, 1975-2018.22E6.Number of Participants in Pension Plans with100 or More Participantsby type of plan, 1975-2018.8E7.Number of Active Participants in PensionPlansby type of plan, 1975-2018.9E7g.Number of Active Participants in PensionPlans (Graph)by type of plan, 1975-2018.10E8.Number of Active Participants in PensionPlans with Fewer than 100 Active Participantsby type of plan, 1975-2018.11E19g1. Number of 401(k) Type Plans and ActiveParticipants (Graph)1984-2018.26E9.Number of Active Participants in PensionPlans with 100 or More Active Participantsby type of plan, 1975-2018.12E19g2. Assets, Contributions, and Benefits of 401(k)Type Plans (Graph)1984-2018.27E10.Pension Plan Assetsby type of plan, 1975-2018.13E20.iE17.Pension Plan Benefits Disbursed from Planswith Fewer than 100 Participantsby type of plan, 1975-2018.23E18.Pension Plan Benefits Disbursed from Planswith 100 or More Participantsby type of plan, 1975-2018.24E19.Number of 401(k) Type Plans, ActiveParticipants, Assets, Contributions, andBenefits1984-2018.25Aggregate Rates of Return Earnedby Pension Plans with 100 or MoreParticipants, 1998-2018.28
E21.Aggregate Investment Performanceof Pension Plans with 100 or MoreParticipants, 1998-2018.29Appendix A: Notes on Changes to the Private PensionPlan Bulletin Historical Tables since December2011.34-35E22.Aggregate Rates of Return Earnedby Employee Stock Ownership Plans and401(k) Type Plans with 100 or MoreParticipants, 2003-2018.30Appendix B: Timing Definition ChangesOriginating with the 2002 Form 5500 Private PensionPlan Research File.36E23.Number of 401(k) Type Plans and Assetsby extent of participant direction ofinvestments, 1999-2018.31E24.Number of Total and Active Participants in401(k) Type plansby extent of participant direction ofinvestments, 1999-2018.32E25.Appendix C: Changes to Participant CountsOriginating with the 2005 Form 5500 Private PensionPlan Research File.37-39Appendix D: Weighting MethodologyChanges.40-41Appendix E: Sampling Methodology ChangesOriginating with the 2010 Form 5500 Private PensionPlan Research File .42Contributions and Benefits of 401(k) TypePlansby extent of participant direction ofinvestments, 1999-2018.33Appendix F: Changes to Entity Type ClassificationOriginating with the 2012 Form 5500 Private PensionPlan Research File.43Appendix G: Changes to Plan Classification andParticipationOriginating with the 2014 Form 5500 Private PensionPlan Research File.44-45Appendix H: Changes to Defined Benefit and DefinedContribution Plan ClassificationOriginating with the 2015 Form 5500 Private PensionPlan Research File.46-47Appendix I: Changes to Plan Entity TypeClassification Originating with the 2017 Form 5500Private Pension Plan Research File.48-49ii
Table E1. Number of Pension Plansby type of plan, 1975-2018YearTotalTotal PlansDefinedDefinedBenefitContribution1Single Employer ployer Plans 721,4131,4121,3991,3881,2341,2241,0951,084Multiple Employer 7302212074,4384,523NOTES: The methods used to develop the statistics in this report have changed over time. These changes are outlined in Appendices A through I.Excludes "one-participant plans."Some totals do not equal the sum of the components due to rounding.Pension plan statistics are weighted to estimate the impact of delinquent filers. This may result in non-integer plan counts and associated statistics in the underlying data. For more information on the weighted estimates, referto the “Weights” section in the User Guide of the Form 5500 Private Pension Research File.1For purposes of this report, includes single-employer plans and plans of controlled groups of corporations that are filing as a single-employer plan in accordance with the Form 5500 instructions. All defined benefit planspaying premiums to PBGC's single-employer program are included (except for those that indicated being multiple-employer plans on the Form 5500 or Form 5500-SF). Prior to 2017, this group also included multiple-employernoncollectively bargained plans. Beginning in 2017, multiple-employer plans are classified as a distinct group.2For purposes of this report, includes multiemployer plans and all defined benefit plans paying premiums to PBGC's multiemployer program. Prior to 2017, this group also included multiple-employer collectively bargainedplans. Beginning in 2017, multiple-employer plans are classified as a distinct group.SOURCE: Form 5500 filings with the U.S. Department of Labor.1
Graph E1g. Number of Pension Plansby type of plan, 0200,000100,00001975198019851990Total1995Defined Benefit2000200520102015Defined ContributionNOTES: The methods used to develop the statistics in this report have changed over time. These changes are outlined in Appendices A through I.Excludes "one-participant plans."Pension plan statistics are weighted to estimate the impact of delinquent filers. This may result in non-integer plan counts and associated statistics in the underlyingdata. For more information on the weighted estimates, refer to the “Weights” section in the User Guide of the Form 5500 Private Pension Research File.SOURCE: Form 5500 filings with the U.S. Department of Labor.2
Table E2. Number of Pension Plans with Fewer Than 100 Participantsby type of plan, 1975-2018YearSingle Employer PlansTotal bution1Multiemployer Plans otalDefinedBenefitMultiple Employer fit5852DefinedContribution2,1922,220NOTES: The methods used to develop the statistics in this report have changed over time. These changes are outlined in Appendices A through I.Excludes "one-participant plans."Some totals do not equal the sum of the components due to rounding.Pension plan statistics are weighted to estimate the impact of delinquent filers. This may result in non-integer plan counts and associated statistics in the underlying data. For more information on the weighted estimates, referto the “Weights” section in the User Guide of the Form 5500 Private Pension Research File.1For purposes of this report, includes single-employer plans and plans of controlled groups of corporations that are filing as a single-employer plan in accordance with the Form 5500 instructions. All defined benefit planspaying premiums to PBGC's single-employer program are included (except for those that indicated being multiple-employer plans on the Form 5500 or Form 5500-SF). Prior to 2017, this group also included multipleemployer noncollectively bargained plans. Beginning in 2017, multiple-employer plans are classified as a distinct group.2For purposes of this report, includes multiemployer plans and all defined benefit plans paying premiums to PBGC's multiemployer program. Prior to 2017, this group also included multiple-employer collectively bargainedplans. Beginning in 2017, multiple-employer plans are classified as a distinct group.SOURCE: Form 5500 filings with the U.S. Department of Labor.3
Table E3. Number of Pension Plans with 100 or More Participantsby type of plan, 1975-2018YearSingle Employer PlansTotal finedBenefit1Multiemployer Plans 2DefinedContributionTotalDefinedBenefitMultiple Employer TES: The methods used to develop the statistics in this report have changed over time. These changes are outlined in Appendices A through I.Some totals do not equal the sum of the components due to rounding.Pension plan statistics are weighted to estimate the impact of delinquent filers. This may result in non-integer plan counts and associated statistics in the underlying data. For more information on the weighted estimates, referto the “Weights” section in the User Guide of the Form 5500 Private Pension Research File.1For purposes of this report, includes single-employer plans and plans of controlled groups of corporations that are filing as a single-employer plan in accordance with the Form 5500 instructions. All defined benefit planspaying premiums to PBGC's single-employer program are included (except for those that indicated being multiple-employer plans on the Form 5500 or Form 5500-SF). Prior to 2017, this group also included multipleemployer noncollectively bargained plans. Beginning in 2017, multiple-employer plans are classified as a distinct group.2For purposes of this report, includes multiemployer plans and all defined benefit plans paying premiums to PBGC's multiemployer program. Prior to 2017, this group also included multiple-employer collectively bargainedplans. Beginning in 2017, multiple-employer plans are classified as a distinct group.SOURCE: Form 5500 filings with the U.S. Department of Labor.4
Table E4. Number of Participants in Pension Plansby type of plan, 1975-2018(thousands)Single Employer Plans 1Total alDefinedBenefitMultiemployer Plans 2DefinedContributionTotalDefinedBenefitMultiple Employer ,26536,96336,44765,41467,06968,55067,73
Pension plan statistics are weighted to estimate the impact of delinquent filers. This may result in non-integer plan counts and associated statistics in the underlying data. For more information on the weighted estimat
