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

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.

  • About this Industry
  • Industry at a Glance
    • Table Key Statistics Snapshot
    • Table Revenue vs. employment growth
    • Table Products and services segmentation (2019)
    • Table Industry Structure
  • Industry Performance
    • Table S&P 500
    • Table Industry revenue
    • Table Life Cycle Stage
  • Products & Markets
    • Table Products and services segmentation (2019)
    • Table Major market segmentation (2019)
    • Table Business Locations 2019
    • 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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