New Mexico PERA — assets, returns and funding
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
New Mexico PERA (New Mexico) reported $18.6bn of assets for fiscal year 2025, a one-year investment return of 9.7%, and was 65.2% funded — below the ~80% mark the industry reads as sound.
| Total assets (FY 2025) | $18.6bn |
| 1-year return | 9.7% |
| 5-year return (annualised) | 8.7% |
| 10-year return (annualised) | 6.6% |
| Funded ratio (GASB) | 65.2% |
Compare New Mexico PERA with similar plans
The plans most worth reading New Mexico PERA 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 Mexico Educational | $19.0bn | 10.0% | 67.8% | Same state — New Mexico |
| Georgia ERS | $18.6bn | 12.0% | 75.9% | Similar size |
| Nebraska Schools | $18.5bn | 11.7% | 102.1% | Similar size |
| Arizona Public Safety | $18.2bn | 11.1% | 71.1% | Similar size |
| Indiana Teachers | $19.3bn | 11.0% | 80.5% | Similar size |
| Alabama ERS | $17.9bn | 10.4% | 65.9% | Similar size |
Questions this page answers
How much does New Mexico PERA have in assets?
New Mexico PERA reported $18.6bn in total assets for fiscal year 2025, as compiled by the Public Plans Database.
What return did New Mexico PERA make on its investments?
New Mexico PERA reported a 9.7% one-year investment return for fiscal year 2025, and 6.6% a year over the past ten years, per the Public Plans Database.
Is New Mexico PERA fully funded?
New Mexico PERA was 65.2% 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.