Charlotte (NC) Firefighters' RS — assets, returns and funding
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
Charlotte (NC) Firefighters' RS (North Carolina) reported $712m of assets for fiscal year 2025, a one-year investment return of 11.8%, and was 68.8% funded — below the ~80% mark the industry reads as sound.
| Total assets (FY 2025) | $712m |
| 1-year return | 11.8% |
| 5-year return (annualised) | 7.9% |
| 10-year return (annualised) | 7.1% |
| Funded ratio (GASB) | 68.8% |
Compare Charlotte (NC) Firefighters' RS with similar plans
The plans most worth reading Charlotte (NC) Firefighters' RS 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 |
|---|---|---|---|---|
| North Carolina Teachers and State Employees | $93.4bn | 9.9% | 88.8% | Same state — North Carolina |
| North Carolina Local Government | $37.0bn | 9.9% | 85.2% | Same state — North Carolina |
| Charlotte (NC) Law Enforcement | $0k | — | — | Same state — North Carolina |
| Delaware Police and Fire | $722m | 11.3% | 93.4% | Similar size |
| Wichita (KS) ERS | $694m | 13.9% | 88.0% | Similar size |
| Montana Municipal Police | $690m | 9.5% | 74.6% | Similar size |
Questions this page answers
How much does Charlotte (NC) Firefighters' RS have in assets?
Charlotte (NC) Firefighters' RS reported $712m in total assets for fiscal year 2025, as compiled by the Public Plans Database.
What return did Charlotte (NC) Firefighters' RS make on its investments?
Charlotte (NC) Firefighters' RS reported a 11.8% one-year investment return for fiscal year 2025, and 7.1% a year over the past ten years, per the Public Plans Database.
Is Charlotte (NC) Firefighters' RS fully funded?
Charlotte (NC) Firefighters' RS was 68.8% 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.