Retirement System
Publications
Summary of Plan Performance
Arlington’s Retirement System remains financially and actuarially sound. The System’s position results from regular contributions from members and Arlington County combined with better than average investment returns over the long term. With $1,536 million in net assets at June 30,2011, the System remains well positioned to meet its obligations.
Investment performance for fiscal year 2011, which ended June 30, 2011, of 23.1% was above the benchmark return of 19.7%, and the average performance of a peer group of public funds of 21.1%. System net assets increased by $264 million to $1.536 billion for the fiscal year.
The System remains actuarially sound, with a funding ratio of the actuarial value of assets to actuarial accrued liabilities of 95% as of July 1, 2011. Current employer contribution levels from the County are substantial and consistent with funding guidelines provided in the Arlington Code.
The diversification of investments, the funding policy and a long investment horizon positions the System to withstand difficult financial markets. We remain focused on limiting the System’s risk to potential losses during these volatile times. More details can be found in the Comprehensive Annual Financial Report (CAFR) below.
All files are in PDF format.
Comprehensive Annual Financial Reports (CAFR)
Annual Newsletters
2011 Retirement Fund Annual Summary
2010 Retirement Fund Annual Summary
2009 Retirement Fund Annual Summary
2008 Retirement Fund Annual Summary
Quarterly Fund Performance Reports:
The quarterly fund performance reports contain a snapshot outlining fund balance, net performance, asset allocation and key updates.
CONTACT US
Retirement Investment Office
2100 Clarendon Boulevard, Suite 504
Arlington, VA 22201
(at the Courthouse Metro Station)
www.arlingtonva.us/retirement
TEL 703-228-3321
FAX 703-228-0646
Staff E-Mail:
Daniel Zito
Executive Director & Chief Investment Officer
Randee Stenroos
Assistant Director/Pension Investment Officer
