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Pensions indicators
methods, notes and classification
Pensions indicators
Methoden, Erläuterungen und Klassifizierung
Variables
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Pension Plan Type
0
Occupational pension plans
Personal pension plans
1
Personal pension plans
2
Personal pension plans, to which access can be linked to employment or professional activity
3
Personal pension plans, to which access is not linked to employment or professional activity
4
Total, by pension plan type
Definition Type
0
Defined benefit (traditional)
1
Defined benefit (hybrid/mixed)
2
Defined contribution (protected)
3
Defined contribution (unprotected)
4
Total, by definition type
Contract Type
0
Pension funds (autonomous)
1
Book reserve (non-autonomous)
2
Pension insurance contracts
3
Investment companies managed funds
4
Banks managed funds
5
Other
6
Total all funds
Variable
00
INVESTMENT
01
Of which: total investments in the plan sponsor
Assets overseas issued by entities located abroad
02
Assets overseas issued by entities located abroad
03
Of which: Cash and deposits
04
Of which: Bills and bonds
05
Of which: Equity
06
Assets overseas issued in foreign currencies
07
Of which: infrastructure investments
08
Cash and Deposits
Bills and bonds issued by public and private sector
09
Bills and bonds issued by public and private sector
0a
Of which: Bills and bonds issued by public administration
0b
Of which: Bonds issued by the private sector
0c
Loans
Equity
0d
Equity
0e
Of which: Listed equity
0f
Of which: Unlisted equity
0g
Land and Buildings
Mutual funds (CIS)
0h
Mutual funds (CIS)
0i
Of which: Cash and deposits
0j
Of which: Bills and bonds
0k
Of which: Equity
0l
Of which: Land and buildings
0m
Of which: Other
0n
Unallocated insurance contracts
0o
Hedge funds
0p
Private equity funds
0q
Structured products
0r
Other investments
0s
Notional value of derivatives held
0t
Market or fair value of derivatives held
0u
LIABILITIES
0v
Capital
0w
Net technical provisions
0x
Other liabilities
0y
NET INVESTMENT INCOME
0z
GROSS INVESTMENT INCOME
10
CONTRIBUTIONS
11
Employer contributions
12
Employee contributions
13
OTHER INCOME
14
BENEFITS
15
Lump sum
16
Pension
17
Insurance premium payable
18
Investment expenses
19
Administrative costs
1a
Other expenses
MEMBERS
1b
MEMBERS
1c
Of which: Men
1d
Of which: Women
Active members
1e
Active members
1f
Deferred members
1g
Passive members
1h
Other beneficiaries
1i
TOTAL NUMBER OF FUNDS
1j
TOTAL NUMBER OF PLANS
Indicator
Structure of Pension Systems
0
Assets by type of financing vehicle, in percent of total private pension assets
1
Occupational Assets as a percent of GDP
2
Personal Assets as a percent of GDP
3
DB Total Assets in percent of total assets
4
DC Total Assets as a percent of total assets
5
DB Total Assets in percent of Occupational Assets
6
DC Total Assets in percent of Occupational Assets
Wealth and Investments
7
Assets as a Share of GDP
8
Percent change
9
Geographical distribution
a
Structure of assets
b
Foreign assets as a % of total assets
c
Foreign currency assets as a % of total assets
Benefits and Contributions
d
Net income in millions of USD
e
Contributions as a share of GDP
f
Employers contributions as a percent of total contributions
g
Employees contributions as a percent of total contributions
h
Benefits as a share of GDP
Membership
i
Active members as a percent of total members
j
Passive Members as a percent of total members
k
Ratio Active/Passive
l
Male members as a % of total members
m
Female members as a % of total members
Operating Costs
n
Investment expenses as a % of total assets
o
Administrative costs as a % of total assets
Country
00
Australia
01
Austria
02
Belgium
03
Canada
04
Chile
05
Colombia
06
Costa Rica
07
Czechia
08
Denmark
09
Estonia
0a
Finland
0b
France
0c
Germany
0d
Greece
0e
Hungary
0f
Iceland
0g
Ireland
0h
Israel
0i
Italy
0j
Japan
0k
Korea
0l
Latvia
0m
Lithuania
0n
Luxembourg
0o
Mexico
0p
Netherlands
0q
New Zealand
0r
Norway
0s
Poland
0t
Portugal
0u
Slovak Republic
0v
Slovenia
0w
Spain
0x
Sweden
0y
Switzerland
0z
Türkiye
10
United Kingdom
11
United States
Non-OECD Economies
12
Albania
13
Angola
14
Argentina
15
Armenia
16
Bolivia
17
Botswana
18
Brazil
19
Bulgaria
1a
China (People's Republic of)
1b
Croatia
1c
Dominican Republic
1d
Egypt
1e
El Salvador
1f
Georgia
1g
Ghana
1h
Gibraltar
1i
Guyana
1j
Hong Kong, China
1k
India
1l
Indonesia
1m
Isle of Man
1n
Jamaica
1o
Jordan
1p
Kazakhstan
1q
Kenya
1r
Kosovo
1s
Lesotho
1t
Liechtenstein
1u
Macau, China
1v
Malawi
1w
Malaysia
1x
Maldives
1y
Malta
1z
Mauritius
20
Morocco
21
Mozambique
22
Namibia
23
North Macedonia
24
Nigeria
25
Pakistan
26
Panama
27
Papua New Guinea
28
Peru
29
Romania
2a
Russia
2b
Serbia
2c
Singapore
2d
South Africa
2e
Suriname
2f
Tanzania
2g
Thailand
2h
Trinidad and Tobago
2i
Uganda
2j
Ukraine
2k
Uruguay
2l
Zambia
2m
Zimbabwe