Private Pension Plan Bulletin Historical Tables and Graphs 1975-2018
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Private Pension Plan Bulletin Historical Tables and Graphs 1975-2018 January 2021 Version 1.0 Contract DOLOPS14D0017 E10g. Pension Plan Assets (Graph) TABLE OF CONTENTS by type of plan, 1975-2018............................14 E11. Pension Plan Assets of Plans with Fewer than SECTION E: HISTORICAL TABLES AND 100 Participants GRAPHS by type of plan, 1975-2018............................15 E1. Number of Pension Plans E12. Pension Plan Assets of Plans with 100 or by type of plan, 1975-2018..............................1 More Participants by type of plan, 1975-2018............................16 E1g. Number of Pension Plans (Graph) by type of plan, 1975-2018..............................2 E13. Pension Plan Contributions by type of plan, 1975-2018............................17 E2. Number of Pension Plans with Fewer than 100 Participants E13g. Pension Plan Contributions (Graph) by type of plan, 1975-2018..............................3 by type of plan, 1975-2018............................18 E3. Number of Pension Plans with 100 or More E14. Pension Plan Contributions to Plans with Participants Fewer than 100 Participants by type of plan, 1975-2018..............................4 by type of plan, 1975-2018............................19 E4. Number of Participants in Pension Plans E15. Pension Plan Contributions to Plans with 100 by type of plan, 1975-2018..............................5 or More Participants by type of plan, 1975-2018............................20 E4g. Number of Participants in Pension Plans (Graph) E16. Pension Plan Benefits Disbursed by type of plan, 1975-2018..............................6 by type of plan, 1975-2018............................21 E5. Number of Participants in Pension Plans with E16g. Pension Plan Benefits Disbursed (Graph) Fewer than 100 Participants by type of plan, 1975-2018............................22 by type of plan, 1975-2018..............................7 E17. Pension Plan Benefits Disbursed from Plans E6. Number of Participants in Pension Plans with with Fewer than 100 Participants 100 or More Participants by type of plan, 1975-2018............................23 by type of plan, 1975-2018..............................8 E18. Pension Plan Benefits Disbursed from Plans E7. Number of Active Participants in Pension with 100 or More Participants Plans by type of plan, 1975-2018............................24 by type of plan, 1975-2018..............................9 E19. Number of 401(k) Type Plans, Active E7g. Number of Active Participants in Pension Participants, Assets, Contributions, and Plans (Graph) Benefits by type of plan, 1975-2018............................10 1984-2018.....................................................25 E8. Number of Active Participants in Pension E19g1. Number of 401(k) Type Plans and Active Plans with Fewer than 100 Active Participants Participants (Graph) by type of plan, 1975-2018............................11 1984-2018.....................................................26 E9. Number of Active Participants in Pension E19g2. Assets, Contributions, and Benefits of 401(k) Plans with 100 or More Active Participants Type Plans (Graph) by type of plan, 1975-2018............................12 1984-2018.....................................................27 E10. Pension Plan Assets E20. Aggregate Rates of Return Earned by type of plan, 1975-2018............................13 by Pension Plans with 100 or More Participants, 1998-2018...............................28 i E21. Aggregate Investment Performance Appendix A: Notes on Changes to the Private Pension of Pension Plans with 100 or More Plan Bulletin Historical Tables since December Participants, 1998-2018................................29 2011......................................................................34-35 E22. Aggregate Rates of Return Earned Appendix B: Timing Definition Changes by Employee Stock Ownership Plans and Originating with the 2002 Form 5500 Private Pension 401(k) Type Plans with 100 or More Plan Research File....................................................36 Participants, 2003-2018................................30 Appendix C: Changes to Participant Counts E23. Number of 401(k) Type Plans and Assets Originating with the 2005 Form 5500 Private Pension by extent of participant direction of Plan Research File...............................................37-39 investments, 1999-2018.................................31 Appendix D: Weighting Methodology E24. Number of Total and Active Participants in Changes................................................................40-41 401(k) Type plans by extent of participant direction of Appendix E: Sampling Methodology Changes investments, 1999-2018.................................32 Originating with the 2010 Form 5500 Private Pension Plan Research File…................................................42 E25. Contributions and Benefits of 401(k) Type Plans Appendix F: Changes to Entity Type Classification by extent of participant direction of Originating with the 2012 Form 5500 Private Pension investments, 1999-2018.................................33 Plan Research File....................................................43 Appendix G: Changes to Plan Classification and Participation Originating with the 2014 Form 5500 Private Pension Plan Research File...............................................44-45 Appendix H: Changes to Defined Benefit and Defined Contribution Plan Classification Originating with the 2015 Form 5500 Private Pension Plan Research File...............................................46-47 Appendix I: Changes to Plan Entity Type Classification Originating with the 2017 Form 5500 Private Pension Plan Research File....................48-49 ii Table E1. Number of Pension Plans by type of plan, 1975-2018 Total Plans Single−Employer Plans 1 Multiemployer Plans 2 Multiple−Employer Plans Year Defined Defined Defined Defined Defined Defined Defined Defined Total Total Total Total Benefit Contribution Benefit Contribution Benefit Contribution Benefit Contribution 1975 311,094 103,346 207,748 308,651 101,214 207,437 2,443 2,132 311 1976 359,980 113,970 246,010 357,521 111,859 245,662 2,459 2,111 348 1977 402,627 121,655 280,972 400,134 119,525 280,609 2,493 2,130 363 1978 442,998 128,407 314,591 440,443 126,238 314,205 2,555 2,169 386 1979 470,921 139,489 331,432 468,265 137,243 331,022 2,656 2,246 410 1980 488,901 148,096 340,805 486,142 145,764 340,378 2,759 2,332 427 1981 545,611 167,293 378,318 542,789 165,042 377,747 2,822 2,252 570 1982 594,456 174,998 419,458 591,417 172,662 418,755 3,039 2,336 703 1983 602,848 175,143 427,705 599,822 172,843 426,979 3,026 2,300 726 1984 604,434 168,015 436,419 601,413 165,732 435,681 3,021 2,283 738 1985 632,135 170,172 461,963 629,069 167,911 461,158 3,066 2,261 805 1986 717,627 172,642 544,985 714,563 170,431 544,132 3,063 2,210 853 1987 733,029 163,065 569,964 729,909 160,904 569,005 3,112 2,157 955 1988 729,922 145,952 583,971 726,648 143,833 582,815 3,275 2,119 1,156 1989 731,356 132,467 598,889 728,276 130,472 597,804 3,080 1,995 1,085 1990 712,308 113,062 599,245 709,404 111,251 598,153 2,904 1,812 1,092 1991 699,294 101,752 597,542 696,300 99,931 596,369 2,994 1,821 1,173 1992 708,335 88,621 619,714 705,226 86,797 618,429 3,109 1,824 1,285 1993 702,097 83,596 618,501 698,918 81,737 617,180 3,179 1,859 1,320 1994 690,344 74,422 615,922 687,158 72,555 614,603 3,186 1,867 1,319 1995 693,404 69,492 623,912 690,265 67,682 622,584 3,139 1,810 1,328 1996 696,224 63,657 632,566 692,957 61,790 631,167 3,267 1,867 1,399 1997 720,041 59,499 660,542 716,912 57,720 659,192 3,130 1,779 1,351 1998 730,031 56,405 673,626 726,997 54,699 672,297 3,035 1,706 1,329 1999 732,995 49,895 683,100 729,983 48,168 681,815 3,011 1,727 1,285 2000 735,651 48,773 686,878 732,654 47,015 685,639 2,997 1,758 1,239 2001 733,470 46,859 686,611 730,534 45,159 685,375 2,935 1,700 1,235 2002 733,312 47,369 685,943 730,347 45,771 684,577 2,965 1,598 1,366 2003 700,012 47,036 652,976 697,075 45,466 651,609 2,937 1,570 1,367 2004 683,070 47,503 635,567 680,165 45,970 634,195 2,905 1,533 1,372 2005 679,095 47,614 631,481 676,151 46,090 630,061 2,945 1,524 1,420 2006 694,550 48,579 645,971 691,513 47,072 644,440 3,037 1,507 1,530 2007 707,787 48,982 658,805 704,818 47,493 657,325 2,969 1,489 1,480 2008 717,532 48,375 669,157 714,593 46,927 667,666 2,939 1,449 1,491 2009 706,667 47,137 659,530 703,716 45,735 657,981 2,951 1,402 1,549 2010 701,012 46,543 654,469 698,186 45,072 653,114 2,826 1,471 1,355 2011 683,647 45,256 638,390 680,906 43,814 637,092 2,741 1,442 1,299 2012 676,622 43,601 633,021 673,883 42,182 631,701 2,738 1,419 1,319 2013 681,154 44,163 636,991 678,435 42,746 635,689 2,720 1,418 1,302 2014 685,203 44,869 640,334 682,532 43,466 639,066 2,671 1,403 1,268 2015 693,925 45,672 648,252 691,278 44,259 647,019 2,647 1,413 1,234 2016 702,540 46,300 656,241 699,904 44,888 655,017 2,636 1,412 1,224 2017 709,527 46,698 662,829 702,374 45,079 657,295 2,494 1,399 1,095 4,659 221 4,438 2018 721,876 46,869 675,007 714,675 45,275 669,400 2,472 1,388 1,084 4,730 207 4,523 NOTES: The methods used to develop the statistics in this report have changed over time.