Baton Rouge City-Parish (LA) ERS — assets, returns and funding
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
Baton Rouge City-Parish (LA) ERS (Louisiana) reported $1.3bn of assets for fiscal year 2024, a one-year investment return of 7.7%, and was 64.4% funded — below the ~80% mark the industry reads as sound.
| Total assets (FY 2024) | $1.3bn |
| 1-year return | 7.7% |
| 5-year return (annualised) | 6.5% |
| 10-year return (annualised) | 6.7% |
| Funded ratio (GASB) | 64.4% |
How the money is invested (asset allocation)
Baton Rouge City-Parish (LA) ERS held 38.5% of its assets in public equities and 27.2% in fixed income (bonds) for fiscal year 2024 — the largest of 7 sleeves it reports, with the rest below:
| Public equities | 38.5% |
| Fixed income (bonds) | 27.2% |
| Private equity | 11.9% |
| Real estate | 10.7% |
| Hedge funds | 6.2% |
| Commodities | 5.1% |
| Cash | 0.5% |
Compare Baton Rouge City-Parish (LA) ERS with similar plans
The plans most worth reading Baton Rouge City-Parish (LA) ERS against — similar in size, or invested in the same managers — side by side, each with its own page for the detail:
| Plan | Assets | 1-yr return | Funded ratio | Why comparable |
|---|---|---|---|---|
| Louisiana Teachers | $29.3bn | 11.1% | 80.3% | Same state — Louisiana |
| Louisiana SERS | $17.2bn | 12.4% | 74.5% | Same state — Louisiana |
| Louisiana Parochial Employees | $5.7bn | 11.4% | 102.4% | Same state — Louisiana |
| Louisiana Municipal Police | $3.1bn | 11.3% | 89.3% | Same state — Louisiana |
| Louisiana Firefighters | $2.8bn | 11.8% | 86.8% | Same state — Louisiana |
| Louisiana Schools | $2.4bn | 7.9% | 84.3% | Same state — Louisiana |
Questions this page answers
How much does Baton Rouge City-Parish (LA) ERS have in assets?
Baton Rouge City-Parish (LA) ERS reported $1.3bn in total assets for fiscal year 2024, as compiled by the Public Plans Database.
What return did Baton Rouge City-Parish (LA) ERS make on its investments?
Baton Rouge City-Parish (LA) ERS reported a 7.7% one-year investment return for fiscal year 2024, and 6.7% a year over the past ten years, per the Public Plans Database.
Is Baton Rouge City-Parish (LA) ERS fully funded?
Baton Rouge City-Parish (LA) ERS was 64.4% funded for fiscal year 2024 — below the ~80% mark many treat as reasonably sound. US public plans face no federal funding minimum, and actuaries add that the trend matters more than any single line (Public Plans Database).
How is Baton Rouge City-Parish (LA) ERS's money invested?
Baton Rouge City-Parish (LA) ERS held 38.5% of its assets in public equities and 27.2% in fixed income (bonds), its largest sleeves for fiscal year 2024 (Public Plans Database).
See also: all tracked plans · how the private-equity funds these plans invest in have actually performed, from the plans' own disclosures: private market performance, and where plans' numbers diverge on the same fund.