Burlington (VT) 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
Burlington (VT) ERS (Vermont) reported $269m of assets for fiscal year 2025, a one-year investment return of 12.6%, and was 66.3% funded — below the ~80% mark the industry reads as sound.
| Total assets (FY 2025) | $269m |
| 1-year return | 12.6% |
| 5-year return (annualised) | 9.8% |
| 10-year return (annualised) | 6.7% |
| Funded ratio (GASB) | 66.3% |
Compare Burlington (VT) ERS with similar plans
The plans most worth reading Burlington (VT) 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 |
|---|---|---|---|---|
| Vermont Teachers | $3.1bn | 11.0% | 63.4% | Same state — Vermont |
| Vermont State Employees | $2.9bn | 10.5% | 73.2% | Same state — Vermont |
| Vermont Municipal Employees | $1.1bn | 10.5% | 74.3% | Same state — Vermont |
| Omaha (NE) ERS | $275m | 5.9% | 54.0% | Similar size |
| Wyoming Firemen's Plan B | $260m | 10.5% | 100.5% | Similar size |
| Knox County (TN) Police | $245m | 10.6% | 64.4% | Similar size |
Questions this page answers
How much does Burlington (VT) ERS have in assets?
Burlington (VT) ERS reported $269m in total assets for fiscal year 2025, as compiled by the Public Plans Database.
What return did Burlington (VT) ERS make on its investments?
Burlington (VT) ERS reported a 12.6% one-year investment return for fiscal year 2025, and 6.7% a year over the past ten years, per the Public Plans Database.
Is Burlington (VT) ERS fully funded?
Burlington (VT) ERS was 66.3% funded for fiscal year 2025 — 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).
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.