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

Retirement & Pension Plans in the US

The Retirement and Pension Plans industry has experienced significant growth over the five years to 2018, as strong gains in equity markets and gains in disposable income have boosted industry revenue. Further, strength in the general economy over the five years to 2018, has enabled greater employee and employer contributions to pension funds. Dwindling popularity for DB plans will cause industry revenue to decelerate over the five years to 2023. Despite the increasing popularity of DC plans, IBISWorld projects growth in investment income and contributions for DB pension funds. This projected growth in investment income is largely due to projected annualized growth of 5.9% in the S&P 500 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.


  • About this Industry
  • Industry at a Glance
    • Table Key Statistics Snapshot
    • Table Revenue vs. employment growth
    • Table Products and services segmentation (2018)
    • Table Industry Structure
  • Industry Performance
    • Table S&P 500
    • Table Industry revenue
    • Table Life Cycle Stage
  • Products & Markets
    • Table KEY BUYING INDUSTRIES
    • Table KEY SELLING INDUSTRIES
    • Table Products and services segmentation (2018)
    • Table Major market segmentation (2018)
    • Table Business Locations 2018
    • Table Distribution of employment vs. population
  • Competitive Landscape
    • Table Sector vs. Industry Costs
    • Table Barriers to Entry checklist
  • Major Companies
    • Table Major players
    • Table California Public Employees' Retirement System (US industry-specific segment) - financial performance*
  • Operating Conditions
    • Table Capital intensity
    • Table Tools of the Trade: Growth Strategies for Success
    • Table Volatility vs. growth
  • Key Statistics
    • Table Industry Data
    • Table Annual Change
    • Table Key Ratios
    • Table Industry Financial Ratios
  • Jargon & Glossary

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