| 1990 | 1991 | 1992 | 1993 | 1994 | 1995 | 1996 | 1997 | 1998 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|
| millions of dollars | ||||||||||
| Total 1 | ||||||||||
| Assets | 302,746 | 339,841 | 366,591 | 436,994 | 443,586 | 498,508 | 567,788 | 623,653 | 680,383 | 732,168 |
| Contributions | 14,001 | 17,066 | 19,941 | 21,047 | 20,034 | 20,652 | 21,174 | 21,901 | 21,832 | 22,595 |
| Investment Income | 26,326 | 26,258 | 26,602 | 27,776 | 28,946 | 31,019 | 32,724 | 34,621 | 36,850 | 38,241 |
| Withdrawals | 15,966 | 16,868 | 18,073 | 20,227 | 22,209 | 23,633 | 24,855 | 28,945 | 32,263 | 32,538 |
| Revaluations | .. | 10,640 | -1,720 | 41,808 | -20,179 | 26,884 | 40,236 | 28,289 | 30,311 | 23,487 |
| Trusteed Pension Plans | ||||||||||
| Assets | 199,408 | 227,904 | 250,207 | 306,544 | 304,722 | 349,984 | 409,000 | 455,253 | 492,461 | 531,878 |
| Contributions | 8,403 | 10,723 | 13,587 | 15,066 | 14,309 | 14,348 | 14,385 | 14,835 | 14,401 | 13,440 |
| Investment Income | 15,908 | 15,711 | 15,515 | 16,116 | 16,780 | 18,007 | 18,805 | 19,185 | 20,943 | 21,779 |
| Withdrawals | 10,842 | 11,194 | 12,014 | 13,960 | 15,722 | 16,659 | 17,342 | 19,854 | 22,282 | 23,118 |
| Revaluations | .. | 13,256 | 5,215 | 39,115 | -17,189 | 29,566 | 43,168 | 32,087 | 24,146 | 27,316 |
| Trusteed Pension Plans (Public) | ||||||||||
| Assets | 111,142 | 132,874 | 151,001 | 190,547 | 191,040 | 220,770 | 248,538 | 279,848 | 306,628 | 335,125 |
| Contributions | 5,641 | 7,315 | 9,344 | 9,702 | 9,194 | 8,325 | 8,872 | 9,649 | 9,261 | 7,746 |
| Investment Income | 10,500 | 10,395 | 10,246 | 10,606 | 11,182 | 11,824 | 11,732 | 12,017 | 13,145 | 14,083 |
| Withdrawals | 5,735 | 5,955 | 6,659 | 7,024 | 8,065 | 8,966 | 8,985 | 10,765 | 11,846 | 12,268 |
| Revaluations | .. | 9,977 | 5,196 | 26,262 | -11,818 | 18,547 | 16,149 | 20,410 | 16,220 | 18,936 |
| Trusteed Pension Plans (Private) | ||||||||||
| Assets | 88,266 | 95,030 | 99,206 | 115,997 | 113,682 | 129,214 | 160,462 | 175,405 | 185,833 | 196,753 |
| Contributions | 2,762 | 3,408 | 4,243 | 5,364 | 5,115 | 6,023 | 5,513 | 5,186 | 5,140 | 5,694 |
| Investment Income | 5,408 | 5,316 | 5,269 | 5,510 | 5,598 | 6,183 | 7,073 | 7,168 | 7,798 | 7,696 |
| Withdrawals | 5,107 | 5,239 | 5,355 | 6,936 | 7,657 | 7,693 | 8,357 | 9,089 | 10,436 | 10,850 |
| Revaluations | .. | 3,279 | 19 | 12,853 | -5,371 | 11,019 | 27,019 | 11,677 | 7,926 | 8,380 |
| Government Consolidated Revenue Agreement | ||||||||||
| Assets | 89,170 | 97,354 | 101,570 | 114,400 | 122,943 | 131,909 | 140,884 | 149,161 | 166,966 | 174,171 |
| Contributions | 4,055 | 4,773 | 4,458 | 4,083 | 3,846 | 4,184 | 4,241 | 4,002 | 4,134 | 4,653 |
| Investment Income | 9,491 | 9,681 | 10,250 | 10,848 | 11,333 | 12,170 | 13,074 | 14,574 | 14,957 | 15,331 |
| Withdrawals | 4,357 | 4,907 | 5,298 | 5,368 | 5,504 | 6,057 | 6,670 | 8,227 | 8,995 | 8,311 |
| Revaluations | .. | -1,363 | -5,194 | 3,267 | -1,132 | -1,331 | -1,670 | -2,072 | 7,709 | -4,468 |
| Other Employer Sponsored Pension Plans | ||||||||||
| Assets | 14,168 | 14,583 | 14,814 | 16,050 | 15,921 | 16,615 | 17,904 | 19,239 | 20,956 | 26,119 |
| Contributions | 1,543 | 1,570 | 1,896 | 1,898 | 1,879 | 2,120 | 2,548 | 3,064 | 3,297 | 4,502 |
| Investment Income | 927 | 866 | 837 | 812 | 833 | 842 | 845 | 862 | 950 | 1,131 |
| Withdrawals | 767 | 767 | 761 | 899 | 983 | 917 | 843 | 864 | 986 | 1,109 |
| Revaluations | .. | -1,253 | -1,741 | -574 | -1,858 | -1,351 | -1,262 | -1,726 | -1,544 | 639 |
| 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|
| millions of dollars | |||||||||
| Total 1 | |||||||||
| Assets | 786,015 | 767,051 | 752,007 | 821,677 | 912,297 | 1,013,729 | 1,129,004 | 1,190,319 | 1,064,836 |
| Contributions | 23,480 | 25,540 | 27,567 | 36,482 | 44,037 | 47,513 | 52,993 | 55,587 | .. |
| Investment Income | 41,105 | 39,245 | 37,046 | 40,571 | 42,330 | 46,637 | 51,963 | 56,624 | .. |
| Withdrawals | 30,859 | 38,468 | 37,665 | 40,057 | 43,047 | 43,266 | 49,896 | 55,104 | .. |
| Revaluations | 20,121 | -45,281 | -41,992 | 32,674 | 47,301 | 50,548 | 60,215 | 4,210 | .. |
| Trusteed Pension Plans | |||||||||
| Assets | 577,155 | 566,916 | 543,341 | 603,228 | 679,421 | 769,501 | 874,675 | 925,433 | 804,434 |
| Contributions | 13,312 | 13,871 | 16,821 | 24,949 | 29,701 | 32,530 | 38,353 | 37,132 | .. |
| Investment Income | 23,706 | 21,900 | 20,878 | 24,361 | 25,521 | 29,175 | 33,970 | 37,843 | .. |
| Withdrawals | 20,908 | 23,872 | 24,010 | 28,649 | 30,927 | 30,971 | 36,363 | 40,668 | .. |
| Revaluations | 29,167 | -22,138 | -37,264 | 39,226 | 51,898 | 59,346 | 69,213 | 16,452 | .. |
| Trusteed Pension Plans (Public) | |||||||||
| Assets | 361,583 | 363,615 | 347,225 | 384,075 | 435,459 | 499,851 | 576,053 | 624,727 | 555,720 |
| Contributions | 7,460 | 7,630 | 8,433 | 14,088 | 16,358 | 19,223 | 22,486 | 22,994 | .. |
| Investment Income | 14,758 | 14,469 | 13,735 | 17,330 | 17,455 | 19,649 | 23,223 | 24,875 | .. |
| Withdrawals | 12,587 | 11,674 | 14,092 | 16,286 | 17,362 | 18,908 | 19,482 | 21,628 | .. |
| Revaluations | 16,826 | -8,392 | -24,466 | 21,718 | 34,933 | 44,427 | 49,975 | 22,433 | .. |
| Trusteed Pension Plans (Private) | |||||||||
| Assets | 215,572 | 203,301 | 196,116 | 219,153 | 243,962 | 269,650 | 298,621 | 300,706 | 248,714 |
| Contributions | 5,852 | 6,241 | 8,388 | 10,861 | 13,343 | 13,307 | 15,867 | 14,138 | .. |
| Investment Income | 8,948 | 7,431 | 7,143 | 7,031 | 8,066 | 9,526 | 10,747 | 12,968 | .. |
| Withdrawals | 8,321 | 12,198 | 9,918 | 12,363 | 13,565 | 12,063 | 16,881 | 19,040 | .. |
| Revaluations | 12,341 | -13,746 | -12,798 | 17,508 | 16,965 | 14,919 | 19,238 | -5,981 | .. |
| Government Consolidated Revenue Agreement | |||||||||
| Assets | 180,082 | 165,576 | 177,055 | 180,197 | 184,194 | 188,241 | 193,738 | 199,288 | 203,971 |
| Contributions | 5,086 | 4,667 | 5,441 | 5,696 | 6,003 | 6,259 | 6,389 | 6,810 | .. |
| Investment Income | 16,106 | 15,918 | 14,920 | 14,812 | 14,980 | 15,269 | 15,581 | 15,836 | .. |
| Withdrawals | 9,078 | 13,088 | 12,325 | 9,710 | 10,220 | 10,592 | 11,306 | 11,801 | .. |
| Revaluations | -6,203 | -22,003 | 3,443 | -7,656 | -6,766 | -6,889 | -5,167 | -5,295 | .. |
| Other Employer Sponsored Pension Plans | |||||||||
| Assets | 28,778 | 34,559 | 31,611 | 38,252 | 48,682 | 55,987 | 60,591 | 65,598 | 56,431 |
| Contributions | 5,082 | 7,002 | 5,305 | 5,837 | 8,333 | 8,724 | 8,251 | 11,645 | .. |
| Investment Income | 1,293 | 1,427 | 1,248 | 1,398 | 1,829 | 2,193 | 2,412 | 2,945 | .. |
| Withdrawals | 873 | 1,508 | 1,330 | 1,698 | 1,900 | 1,703 | 2,227 | 2,635 | .. |
| Revaluations | -2,843 | -1,140 | -8,171 | 1,104 | 2,169 | -1,909 | -3,831 | -6,947 | .. |