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Financial Reports and Studies

Each year, PERA releases its Annual Comprehensive Financial Report (ACFR) to provide audited financial information on the retirement plan. It provides complete, reliable information that the PERA Board of Trustees, PERA staff, elected officials, and the public can use to evaluate PERA’s financial condition. PERA also creates a condensed version of the ACFR called the Popular Annual Financial Report that is mailed to all members and retirees.

In addition to the ACFR and Popular Annual Financial Report, PERA also produces an ACFR for the PERAPlus 401(k)/457 and PERA DC Plans.

Actuarial valuations which provide a summary of the funded status of PERA are also available on this page. These valuations are produced by PERA’s actuarial consultants.

Financial Reports for previous years are available upon request at reportrequest@copera.org. This mailbox is only for Financial Reports; if you have requests for other records, please visit our CORA policy page.

2020 ACFR Highlights2020 Economic and Fiscal Impacts Report