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Retirement & Pension Plans in the US - Industry Market Research Report

  • ID: 16881
  • Report
  • July 2021
  • Region: United States
  • 42 pages
  • IBISWorld
Uncertain Future: Large Declines in Investment Income Are Expected to Cause Revenue to Contract

Retirement & Pension Plans in the US

The Retirement and Pension Plans industry has experienced a large contraction over the five years to 2019, as strong gains in investment income and contributions during the latter half of the current period did not restore massive declines in investment income in 2015. Revenue for the industry is measured as the sum of plan contributions and investment gains. Performance in financial markets is closely tied to the yield on assets managed by pension funds. Investment returns affect the capital available to distribute benefits to pension members. Despite volatility in investment income, defined benefit plan assets are expected to rise steadily during the current period due to growing contributions. While defined contribution plans have increased in popularity, defined plan assets are expected to increase over the five years to 2024, due to rising contributions and investment income. This increase is projected to contribute to an increase in the number of funds and the number of individuals employed in the industry over the next five years.

This industry is composed of private and public pension funds that provide retirement saving and income benefits exclusively for the sponsor’s employees or members. This industry only includes defined benefit plans and excludes defined contribution plans. Revenue in this industry refers to total contributions plus investment gains, while establishments refer to the number of funds. Fees from portfolio management or other third-party services are not included in this report.

This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.

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ABOUT THIS INDUSTRY
  • Industry Definition
  • Main Activities
  • Similar Industries
  • Additional Resources
INDUSTRY AT A GLANCE

INDUSTRY PERFORMANCE
  • Executive Summary
  • Key External Drivers
  • Current Performance
  • Industry Outlook
  • Industry Life Cycle
PRODUCTS & MARKETS
  • Supply Chain
  • Products & Services
  • Demand Determinants
  • Major Markets
  • International Trade
  • Business Locations
COMPETITIVE LANDSCAPE
  • Market Share Concentration
  • Key Success Factors
  • Cost Structure Benchmarks
  • Basis of Competition
  • Barriers to Entry
  • Industry Globalization
MAJOR COMPANIES

OPERATING CONDITIONS
  • Capital Intensity
  • Technology & Systems
  • Revenue Volatility
  • Regulation & Policy
  • Industry Assistance
KEY STATISTICS
  • Industry Data
  • Annual Change
  • Key Ratios
JARGON & GLOSSARY
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A selection of companies mentioned in this report includes:

  • California Public Employees' Retirement System
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