Montgomery County (MD) Schools — assets, returns and funding
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
Montgomery County (MD) Schools (Maryland) reported $2.6bn of assets for fiscal year 2025, a one-year investment return of 12.1%, and was 86.5% funded — around the ~80% mark the industry reads as sound.
| Total assets (FY 2025) | $2.6bn |
| 1-year return | 12.1% |
| 5-year return (annualised) | 7.0% |
| 10-year return (annualised) | 6.1% |
| Funded ratio (GASB) | 86.5% |
Compare Montgomery County (MD) Schools with similar plans
The plans most worth reading Montgomery County (MD) Schools 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 |
|---|---|---|---|---|
| Maryland Teachers | $44.2bn | 9.8% | 76.8% | Same state — Maryland |
| Maryland PERS | $24.6bn | 9.8% | 69.3% | Same state — Maryland |
| Montgomery County (MD) ERS | $5.1bn | 9.2% | 95.6% | Same state — Maryland |
| Baltimore (MD) Fire and Police | $3.5bn | 10.9% | 72.4% | Same state — Maryland |
| Baltimore (MD) City Employees | $2.3bn | 9.5% | 82.0% | Same state — Maryland |
| Jacksonville (FL) Police and Fire | $2.6bn | 20.8% | 44.1% | Similar size |
Questions this page answers
How much does Montgomery County (MD) Schools have in assets?
Montgomery County (MD) Schools reported $2.6bn in total assets for fiscal year 2025, as compiled by the Public Plans Database.
What return did Montgomery County (MD) Schools make on its investments?
Montgomery County (MD) Schools reported a 12.1% one-year investment return for fiscal year 2025, and 6.1% a year over the past ten years, per the Public Plans Database.
Is Montgomery County (MD) Schools fully funded?
Montgomery County (MD) Schools was 86.5% funded for fiscal year 2025 — above 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.