The Multiemployer Retirement Plan Landscape:
A 15-Year Look (2002-2016)

For the sixth year, Horizon Actuarial Services, LLC, and the International Foundation have partnered on The Multiemployer Retirement Plan Landscape: A 15-Year Look (2002-2016), an annual benchmarking report on multiemployer pension and retirement plans. The report covers both defined benefit (DB) and defined contribution (DC) plans using data from Form 5500 Annual Reports filed with the Department of Labor, with 2016 being the most recent information currently available.

The report analyzes key trends in demographics, cash flows, and investments for defined benefit and defined contribution plans over the fifteen-year period from 2002 through 2016, and helps trustees, consultants and policy makers gain a better understanding of these plans and their environment.

Download the Report

If you are not an International Foundation member, visit our bookstore to purchase a copy.
Members of the media can request a copy of the report from brendah@ifebp.org.

The Multiemployer DB Plan Landscape 2002-2016

The nation’s 1,301 solvent multiemployer defined benefit (DB) plans had more than $496 billion in assets and covered 10.8 million participants and beneficiaries in 2016. Most participants in multiemployer DC plans are also covered by a multiemployer DB plan.

The Multiemployer DC Plan Landscape 2002-2016

The 1,067 multiemployer defined contribution (DC) plans in the United States had total assets of more than $145 billion in 2016, and the median account balance climbed to $38,900.


About the Survey:

The International Foundation of Employee Benefit Plans and Horizon Actuarial Services, LLC have partnered to build a database of historical information for multiemployer retirement plans in the United States. A database of multiemployer defined benefit (DB) plans was originally built during the summer of 2013 using publicly available information from Form 5500 filings. The database of multiemployer defined contribution (DC) plans was built during the summer of 2014 as a supplement to the original DB plan database.