Social Security: Pensions

In the catalog, use the following subject headings:

401(k) plans

Age and employment

Defined benefit pension plans

Old age pensions

Pensions

Pension trusts

Retirement income

• Employee Benefits Security Administration Form 5500 Data

Statistical summary of Form 5500 data on private pension plans including plan counts, participant counts, and financial totals (including assets by category, contributions, and benefits). The data sets from 1999-  are also available.

• Public Plans Data

Public Plans Data, gathers extensive information about the retirement plans that state and local governments offer their employees, drawn from those plans’ annual financial reports. The project maintains a range of datasets, including two decades of participation and financial figures for 200+ plans that account for “95 percent of public pension membership and assets nationwide,” their investments, early payout options, and more. It also provides interactive tools and an API.”

• EBRI Databook on Employee Benefits

Several chapters in the retirement programs section cover various pension and retirement savings plans.  Published by the Employee Benefit Research Institute (EBRI) since 1990. Proquest Statistical Insight (Princeton Only) has 1995, 1998 and 2006 in PDF or microfiche. Print for 1990-1992 in Firestone (F) HD4928.N62 U663. [View Catalog Record]

• National Conference of State Legislatures

Includes links to summaries of Annual Enacted State Pension Legislation (1999-2013), Pensions and Retirement State Legislation Database, and other pension information.

• Oxford handbook of pensions and retirement income.

Edited by Gordon L. Clark, Alicia H. Munnell and J. Michael Orszag. Oxford : Oxford University Press, 2006. 893 p.

• Pension Insurance Data Book/Tables

Statistics for single-employer and multi-employer programs and private defined benefit pension system. Published by the federal Pension Benefit Guarantee Corporation. Online from 1996 (except for 2000). Print 1996-2009 Firestone (F) HD7105.45.U6 P443 [View Catalog Record]

• The handbook of West European pension politics.

Edited by Ellen M. Immergut, Karen M. Anderson and Isabelle Schulze. Oxford ; New York : Oxford University Press, 2007. 932 p.

• OECD Pensions at a Glance

Report on pension systems across OECD countries. (Biennial from 2005)

• OECD Pensions Outlook

Includes statistical annex with life expectancies and annuity factors, pension ages, ratio of expenditure to contribution revenue, etc. (Biennial from 2012)