Jersey (NJ) 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
Jersey (NJ) ERS (New Jersey) reported $177m of assets for fiscal year 2024, a one-year investment return of 11.0%, and was 56.9% funded — in the strained sub-60% range.
| Total assets (FY 2024) | $177m |
| 1-year return | 11.0% |
| 5-year return (annualised) | 7.1% |
| 10-year return (annualised) | 6.3% |
| Funded ratio (GASB) | 56.9% |
Compare Jersey (NJ) ERS with similar plans
The plans most worth reading Jersey (NJ) 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 |
|---|---|---|---|---|
| New Jersey PERS | $41.0bn | 11.0% | 57.1% | Same state — New Jersey |
| New Jersey Police & Fire | $37.5bn | 11.0% | 67.7% | Same state — New Jersey |
| New Jersey Teachers | $33.9bn | 11.0% | 48.6% | Same state — New Jersey |
| Kansas City (MO) Civilian | $184m | 6.8% | 69.8% | Similar size |
| St. Louis (MO) Firefighters | $187m | 22.4% | 78.6% | Similar size |
| Bismarck (ND) Employees | $131m | 8.6% | 86.6% | Similar size |
Questions this page answers
How much does Jersey (NJ) ERS have in assets?
Jersey (NJ) ERS reported $177m in total assets for fiscal year 2024, as compiled by the Public Plans Database.
What return did Jersey (NJ) ERS make on its investments?
Jersey (NJ) ERS reported a 11.0% one-year investment return for fiscal year 2024, and 6.3% a year over the past ten years, per the Public Plans Database.
Is Jersey (NJ) ERS fully funded?
Jersey (NJ) ERS was 56.9% funded for fiscal year 2024 — in the strained range, near 60% or below. 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.