Milwaukee (WI) City 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
Milwaukee (WI) City ERS (Wisconsin) reported $6.0bn of assets for fiscal year 2024, a one-year investment return of 6.8%, and was 76.0% funded — below the ~80% mark the industry reads as sound.
| Total assets (FY 2024) | $6.0bn |
| 1-year return | 6.8% |
| 5-year return (annualised) | 6.9% |
| 10-year return (annualised) | 7.4% |
| Funded ratio (GASB) | 76.0% |
How the money is invested (asset allocation)
Milwaukee (WI) City ERS held 37.0% of its assets in public equities and 30.4% in fixed income (bonds) for fiscal year 2024 — the largest of 6 sleeves it reports, with the rest below:
| Public equities | 37.0% |
| Fixed income (bonds) | 30.4% |
| Private equity | 12.5% |
| Commodities | 10.8% |
| Hedge funds | 7.7% |
| Cash | 1.5% |
Compare Milwaukee (WI) City ERS with similar plans
The plans most worth reading Milwaukee (WI) City 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 |
|---|---|---|---|---|
| Wisconsin RS | $134.5bn | 8.5% | 98.1% | Same state — Wisconsin |
| Milwaukee County (WI) ERS | $1.7bn | 8.7% | 70.4% | Same state — Wisconsin |
| Houston (TX) Firefighters | $5.8bn | 11.9% | 93.3% | Similar size |
| Louisiana Parochial Employees | $5.7bn | 11.4% | 102.4% | Similar size |
| Kentucky ERS | $6.3bn | 11.3% | 32.1% | Similar size |
| Colorado Municipal | $6.5bn | 14.1% | 88.2% | Similar size |
Questions this page answers
How much does Milwaukee (WI) City ERS have in assets?
Milwaukee (WI) City ERS reported $6.0bn in total assets for fiscal year 2024, as compiled by the Public Plans Database.
What return did Milwaukee (WI) City ERS make on its investments?
Milwaukee (WI) City ERS reported a 6.8% one-year investment return for fiscal year 2024, and 7.4% a year over the past ten years, per the Public Plans Database.
Is Milwaukee (WI) City ERS fully funded?
Milwaukee (WI) City ERS was 76.0% 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 Milwaukee (WI) City ERS's money invested?
Milwaukee (WI) City ERS held 37.0% of its assets in public equities and 30.4% 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.