Table S-30
OVERFUNDED | UNDERFUNDED | TOTAL | ||||||
---|---|---|---|---|---|---|---|---|
REGION/STATE | Assets (in millions) | Liabilities * (in millions) | Overfunding (in millions) | Assets (in millions) | Liabilities * (in millions) | Underfunding (in millions) | Assets (in millions) | Liabilities * (in millions) |
NEW ENGLAND | $119,234 | $88,660 | $30,574 | $29,627 | $33,203 | $3,576 | $148,862 | $121,863 |
Connecticut | 74,280 | 54,790 | 19,490 | 17,071 | 18,662 | 1,592 | 91,350 | 73,452 |
Maine | 1,744 | 1,413 | 332 | 523 | 575 | 51 | 2,268 | 1,987 |
Massachusetts | 30,761 | 24,245 | 6,516 | 9,108 | 10,484 | 1,376 | 39,869 | 34,729 |
New Hampshire | 841 | 710 | 131 | 1,642 | 1,886 | 244 | 2,483 | 2,596 |
Rhode Island | 10,945 | 6,936 | 4,009 | 1,062 | 1,328 | 266 | 12,007 | 8,264 |
Vermont | 663 | 566 | 96 | 222 | 268 | 46 | 885 | 835 |
MID-ATLANTIC | 408,656 | 331,840 | 76,815 | 122,707 | 139,939 | 17,232 | 531,363 | 471,779 |
Delaware | 3,951 | 3,209 | 742 | 2,265 | 2,503 | 238 | 6,216 | 5,712 |
District of Columbia | 11,735 | 8,496 | 3,240 | 4,387 | 4,765 | 378 | 16,122 | 13,261 |
Maryland | 30,000 | 25,546 | 4,454 | 6,155 | 6,911 | 757 | 36,155 | 32,458 |
New Jersey | 82,323 | 65,169 | 17,154 | 26,555 | 29,882 | 3,327 | 108,878 | 95,050 |
New York | 191,962 | 159,302 | 32,660 | 45,253 | 52,082 | 6,829 | 237,216 | 211,384 |
Pennsylvania | 66,958 | 53,395 | 13,563 | 24,025 | 27,539 | 3,514 | 90,983 | 80,934 |
Virginia | 20,982 | 16,073 | 4,909 | 12,755 | 14,691 | 1,937 | 33,736 | 30,764 |
West Virginia | 745 | 651 | 94 | 1,312 | 1,565 | 252 | 2,057 | 2,216 |
SOUTHEAST | 122,481 | 98,023 | 24,459 | 39,842 | 45,928 | 6,086 | 162,323 | 143,950 |
Alabama | 3,588 | 2,739 | 850 | 1,425 | 1,682 | 258 | 5,013 | 4,421 |
Arkansas | 1,276 | 1,021 | 255 | 204 | 245 | 41 | 1,480 | 1,266 |
Florida | 9,677 | 5,718 | 3,959 | 5,776 | 6,623 | 847 | 15,453 | 12,341 |
Georgia | 45,595 | 36,070 | 9,526 | 6,476 | 7,351 | 875 | 52,071 | 43,421 |
Kentucky | 2,818 | 2,301 | 517 | 3,349 | 3,836 | 487 | 6,168 | 6,137 |
Louisiana | 5,778 | 5,013 | 765 | 561 | 662 | 101 | 6,339 | 5,675 |
Mississippi | 671 | 563 | 109 | 313 | 377 | 64 | 985 | 940 |
North Carolina | 22,536 | 19,713 | 2,823 | 10,873 | 12,750 | 1,878 | 33,409 | 32,464 |
South Carolina | 2,395 | 1,884 | 512 | 3,676 | 4,073 | 397 | 6,071 | 5,957 |
Tennessee | 28,146 | 23,002 | 5,144 | 7,190 | 8,328 | 1,138 | 35,336 | 31,330 |
GREAT LAKES | 251,552 | 196,284 | 55,268 | 185,342 | 212,780 | 27,438 | 436,893 | 409,064 |
Illinois | 85,757 | 62,851 | 22,906 | 44,442 | 50,205 | 5,763 | 130,199 | 113,056 |
Indiana | 12,573 | 8,496 | 4,076 | 8,515 | 10,070 | 1,555 | 21,087 | 18,566 |
Michigan | 75,553 | 65,315 | 10,238 | 84,587 | 98,823 | 14,235 | 160,140 | 164,137 |
Minnesota | 19,719 | 15,418 | 4,301 | 10,287 | 11,466 | 1,179 | 30,006 | 26,884 |
Ohio | 46,349 | 35,280 | 11,069 | 27,398 | 30,922 | 3,524 | 73,747 | 66,202 |
Wisconsin | 11,602 | 8,924 | 2,678 | 10,113 | 11,295 | 1,182 | 21,714 | 20,219 |
MIDWEST | $23,932 | $19,360 | $4,572 | $16,089 | $18,539 | $2,450 | $40,021 | $37,899 |
Iowa | 3,349 | 2,603 | 746 | 2,678 | 3,064 | 386 | 6,027 | 5,667 |
Kansas | 5,010 | 4,521 | 489 | 1,264 | 1,419 | 155 | 6,274 | 5,940 |
Missouri | 12,688 | 9,853 | 2,835 | 10,783 | 12,481 | 1,699 | 23,471 | 22,334 |
Nebraska | 2,322 | 1,957 | 365 | 1,281 | 1,488 | 206 | 3,603 | 3,445 |
North Dakota | 330 | 259 | 71 | 74 | 78 | 3 | 404 | 337 |
South Dakota | 233 | 167 | 66 | 9 | 9 | ** | 242 | 176 |
SOUTHWEST | 78,593 | 56,163 | 22,430 | 33,174 | 37,635 | 4,461 | 111,767 | 93,798 |
Arizona | 2,809 | 2,316 | 493 | 1,798 | 2,036 | 238 | 4,607 | 4,351 |
New Mexico | 3,691 | 2,140 | 1,550 | 38 | 41 | 2 | 3,729 | 2,181 |
Oklahoma | 4,330 | 3,868 | 462 | 1,828 | 2,155 | 327 | 6,158 | 6,023 |
Texas | 67,763 | 47,839 | 19,925 | 29,510 | 33,403 | 3,894 | 97,273 | 81,242 |
ROCKY MOUNTAIN | 34,740 | 26,134 | 8,606 | 7,844 | 8,816 | 972 | 42,584 | 34,949 |
Colorado | 28,698 | 21,214 | 7,484 | 4,076 | 4,676 | 599 | 32,775 | 25,889 |
Idaho | 1,279 | 1,049 | 230 | 1,860 | 2,024 | 164 | 3,139 | 3,072 |
Montana | 349 | 298 | 50 | 316 | 317 | 1 | 664 | 615 |
Nevada | 536 | 444 | 92 | 553 | 601 | 48 | 1,089 | 1,045 |
Utah | 3,823 | 3,085 | 738 | 1,024 | 1,184 | 160 | 4,847 | 4,269 |
Wyoming | 56 | 44 | 12 | 14 | 15 | 1 | 70 | 59 |
PACIFIC | 122,540 | 93,937 | 28,603 | 23,116 | 27,122 | 4,007 | 145,655 | 121,059 |
Alaska | 124 | 77 | 47 | 122 | 142 | 19 | 246 | 219 |
California | 74,036 | 55,260 | 18,776 | 15,448 | 18,490 | 3,042 | 89,485 | 73,750 |
Hawaii | 2,477 | 1,689 | 788 | 855 | 1,035 | 180 | 3,331 | 2,724 |
Oregon | 2,624 | 2,002 | 623 | 3,229 | 3,669 | 440 | 5,854 | 5,671 |
Washington | 43,279 | 34,909 | 8,370 | 3,461 | 3,787 | 326 | 46,739 | 38,695 |
U.S. TERRITORIES | 1,118 | 842 | 277 | 912 | 1,182 | 270 | 2,030 | 2,024 |
American Samoa | --- | --- | --- | 2 | 3 | 1 | 2 | 3 |
Puerto Rico | 1,115 | 842 | 274 | 882 | 1,143 | 262 | 1,997 | 1,985 |
Virgin Islands | 3 | ** | 3 | 28 | 36 | 8 | 31 | 36 |
FOREIGN COUNTRIES | 168 | 97 | 70 | 15 | 19 | 3 | 183 | 116 |
TOTAL | $1,163,014 | $911,339 | $251,675 | $458,668 | $525,162 | $66,495 | $1,621,682 | $1,436,502 |
Source: Internal Revenue Service Form 5500 Series Filings for single-employer plans with 100 or more participants.
Due to rounding of individual items, totals may not exactly equal those in other tables or add up exactly across columns.
Funding data is reported by state of plan administration.
*Vested liabilities have been adjusted to an interest rate that, along with the GAM-83 mortality table, reflects the cost to purchase an annuity at the beginning of 1999.
**Less than $500,000.