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U.S. Department of Labor

Employee Benefits Security Administration (EBSA)

September 2014

 

Private Pension Plan Bulletin Historical Tables and Graphs [September 2014]

http://www.dol.gov/ebsa/pdf/historicaltables.pdf

[full-text, 49 pages]

 

TABLE OF CONTENTS

SECTION E: HISTORICAL TABLES AND GRAPHS

E1. Number of Pension Plans by type of plan, 1975-2012.............................................................1

E1g. Number of Pension Plans (Graph) by type of plan, 1975-2012.............................................................2

E2. Number of Pension Plans with Fewer than 100  Participants by type of plan, 1975-2012.............................................................3

E3. Number of Pension Plans with 100 or More  Participants by type of plan, 1975-2012.............................................................4

E5. Number of Participants in Pension Plans by type of plan, 1975-2012.............................................................5

E5g. Number of Participants in Pension Plans (Graph) by type of plan, 1975-2012.............................................................6

E6. Number of Participants in Pension Plans with Fewer than  100 Participants by type of plan, 1975-2012.............................................................7

E7. Number of Participants in Pension Plans with 100 or More  Participants by type of plan, 1975-2012.............................................................8

E8. Number of Active Participants in Pension Plans by type of plan, 1975-2012.............................................................9

E8g. Number of Active Participants in Pension Plans (Graph) by type of plan, 1975-2012…………………………………...…10

E9. Number of Active Participants in Pension Plans with  Fewer than 100 Active Participants by type of plan, 1975-2012...........................................................11

E10. Number of Active Participants in Pension Plans with  100 or More Active Participants by type of plan, 1975-2012...........................................................12

E11. Pension Plan Assets by type of plan, 1975-2012...........................................................13

E11g. Pension Plan Assets (Graph) by type of plan, 1975-2012…………………………………...…14

E12. Pension Plan Assets of Plans with Fewer than 100  Participants by type of plan, 1975-2012...........................................................15

E13. Pension Plan Assets of Plans with 100 or More  Participants by type of plan, 1975-2012...........................................................16

E14. Pension Plan Contributions by type of plan, 1975-2012...........................................................17

E14g. Pension Plan Contributions (Graph) by type of plan, 1975-2012…………………………………...…18

E15. Pension Plan Contributions to Plans with Fewer than 100  Participants by type of plan, 1975-2012...........................................................19

E16. Pension Plan Contributions to Plans with 100 or More  Participants by type of plan, 1975-2012...........................................................20

E17. Pension Plan Benefits Disbursed by type of plan, 1975-2012...........................................................21

E17g. Pension Plan Benefits Disbursed (Graph) by type of plan, 1975-2012………………………...……………...22

E18. Pension Plan Benefits Disbursed from Plans with  Fewer than 100 Participants by type of plan, 1975-2012...........................................................23

E19. Pension Plan Benefits Disbursed From Plans with 100 or  More Participants by type of plan, 1975-2012...........................................................24

E20. Number of 401(k) Type Plans, Active Participants,  Assets, Contributions, and Benefit Payments 1984-2012….................................................................................25

E20g1. Number of 401(k) Type Plans and Active Participants (Graph) 1984-2012.....................................................................................26

E20g2. Assets, Contributions, and Benefit Payments of 401(k)  Type Plans (Graph) 1984-2012.....................................................................................27

E21. Aggregate Rates of Return Earned  by Pension Plans with 100 or More Participants,  1993-2012.....................................................................................28

E22. Aggregate Investment Performance  of Pension Plans with 100 or More Participants,  1993-2012.....................................................................................29

E23. Aggregate Rates of Return Earned  by Employee Stock Ownership Plans and 401(k) Plans with 100  or More Participants, 1998-2012................................................30

E24. Number of 401(k) Type Plans and Assets  by extent of participant direction of investments,  1999-2012...............................................................……..………31

E25. Number of Total and Active Participants in 401(k) Type plans by extent of participant direction of investments,  1999-2012..............................................................................…...32

E26. Contributions and Benefits of 401(k) Type Plans by extent of participant direction of investments,  1999-2012....…...........................................................…………..33

 

Appendix A: Notes on Changes to the Private Pension Plan Bulletin

Historical Tables.................................................................................34-35

Appendix B: Changes to Entity Type Classification Originating with the  2012 Private Pension Plan Research File................................................36

Appendix C: Sampling Methodology Changes Originating with the 2010 Form 5500 Private Pension Plan Research  File............................................................................................................37

Appendix D: Weighting Methodology Changes................................ 38-40

Appendix E: Changes to Participant Counts  Originating with the 2005 Form 5500 Private Pension Plan Research  File.......................................................................................................41-44

Appendix F: Timing Definition Changes  Originating with the 2002 Form 5500 Private Pension Plan Research  File............................................................................................................45

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