Philadelphia (PA) Municipal — assets, returns and funding
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
Philadelphia (PA) Municipal (Pennsylvania) reported $9.5bn of assets for fiscal year 2025, a one-year investment return of 12.8%, and was 65.4% funded — below the ~80% mark the industry reads as sound.
| Total assets (FY 2025) | $9.5bn |
| 1-year return | 12.8% |
| 5-year return (annualised) | 9.4% |
| 10-year return (annualised) | 7.3% |
| Funded ratio (GASB) | 65.4% |
Compare Philadelphia (PA) Municipal with similar plans
The plans most worth reading Philadelphia (PA) Municipal 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 |
|---|---|---|---|---|
| Pennsylvania School Employees | $82.6bn | 9.7% | 66.6% | Same state — Pennsylvania |
| Pennsylvania State ERS | $42.6bn | 13.7% | 71.7% | Same state — Pennsylvania |
| Pennsylvania Municipal | $4.0bn | 14.1% | 101.7% | Same state — Pennsylvania |
| Pittsburgh (PA) Fire | $386m | 11.8% | — | Same state — Pennsylvania |
| Pittsburgh (PA) Police | $369m | 10.4% | 69.9% | Same state — Pennsylvania |
| Pittsburgh (PA) Municipal | $343m | 10.4% | 98.6% | Same state — Pennsylvania |
Questions this page answers
How much does Philadelphia (PA) Municipal have in assets?
Philadelphia (PA) Municipal reported $9.5bn in total assets for fiscal year 2025, as compiled by the Public Plans Database.
What return did Philadelphia (PA) Municipal make on its investments?
Philadelphia (PA) Municipal reported a 12.8% one-year investment return for fiscal year 2025, and 7.3% a year over the past ten years, per the Public Plans Database.
Is Philadelphia (PA) Municipal fully funded?
Philadelphia (PA) Municipal was 65.4% 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.