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Products and services > Downloadable Publications > 75F0010XIE

Labour market and income data guide
December 2000
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Survey of Trusteed Pension Funds

Description: provides data on the income, expenditures, and assets of trusteed pension funds

Who/what is surveyed: census of the approximately 3,500 trusteed pension funds in Canada. The unit of analysis is the fund, not the plan (which describes the conditions for membership, collecting benefits, et cetera). Information on the plans is available through the survey, entitled Pension Plans in Canada.

How the data is collected: Data concerning the funds are collected from employers and unions who sponsor trusteed pension plans, or from pension fund managers who manage the funds on behalf of the plan members. They mail back either completed questionnaires or financial statements in lieu of completed questionnaires.

Geographic detail: Canada only

Information collected:

1. sources of income of funds, including contributions by employees and employers, investment income, profits from securities transactions, and miscellaneous sources
2. types of disbursements from funds, including benefit payouts, the purchase of annuities for members, administration costs, losses on securities transactions, and administration costs charged to the fund
3. the book and market values of fund assets, by major asset type, for example, stocks and bonds
4. breakdown by sector (public/private)
5. type of organization of employer, such as provincial public sector or incorporated company

Frequency: annual (except for 1991) until 1994; biennial since then

Data availability: first published in 1953

Reference period: financial year-end of funds falling within April 1, 1996 to March 31, 1997 for the latest edition available (1996)

Release dates: the publication is released approximately 12 months after the reference end-period

What makes the data valuable:
1. the most comprehensive data on the investment of pension fund assets
2. a complete measure of the second largest pool of investment capital in Canada (after the financial assets of chartered banks)

Products and services:
1. Trusteed Pension Funds: Financial Statistics (Catalogue no. 74-201-XPB)
2. A quarterly survey of the largest trusteed pension funds is also conducted to collect summary information on income, expenditures and assets; these data are supplemented with estimates for smaller funds based on information from the census of funds, and are published in Quarterly Estimates of Trusteed Pension Funds (Catalogue no. 74-001-XPB)
3. Articles in Perspectives on Labour and Income,Catalogue no. 75-001-XPE, quarterly paper edition and Catalogue no. 75-001-XIE, monthly online edition.
4. Microdata files and special tabulations are are available on a cost-recovery basis.

Responsible division: Income Statistics



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Date Modified: 2003-11-07 Important Notices