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Retirement & Pension Plans in the US Industry Data and Analysis
The Retirement & Pension Plans industry plays a crucial role in providing financial security and stability to individuals in their retirement years. Shifting demographics, government regulations and advancements in technology are changing the industry. In response to these changes, the industry is focusing on offering more flexible and personalized retirement plans to meet the unique needs of different segments of the population. Over the past five years, the industry has increasingly experienced the baby boomer generation retiring and beginning to withdraw funds from their retirement and pension plans, hindering the industry's revenue.
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What's included in this industry analysis
IBISWorld's research coverage on the Retirement & Pension Plans industry in the United States includes market sizing, forecasting, data and analysis from 2015-2030. The most recent publication was released May 2025.
About this industry
What's this industry report about?
The Retirement & Pension Plans industry in the United States operates under the NAICS industry code 52511. 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. Related terms covered in the Retirement & Pension Plans industry in the United States include defined benefit (db) plan, defined contribution (dc) plan, individual retirement account (ira), pension fund, roth ira and tax qualified plan.
What's included in this industry?
Products and services covered in Retirement & Pension Plans industry in the United States include Private defined benefit plans, State and local government defined benefit plans and Federal defined benefit plans.
What companies are included in this industry?
Companies covered in the Retirement & Pension Plans industry in the United States include California Public Employees' Retirement System.
Performance
What's included in the Performance chapter?
The Performance chapter covers detailed analysis, datasets, detailed current performance, sources of volatility and an outlook with forecasts for the Retirement & Pension Plans industry in the United States.
Questions answered in this chapter include what's driving current industry performance, what influences industry volatility, how do successful businesses overcome volatility, what's driving the industry outlook. This analysis is supported with data and statistics on industry revenues, costs, profits, businesses and employees.
Products & Markets
What's included in the Products and Markets chapter?
The Products and Markets chapter covers detailed products and service segmentation and analysis of major markets for the for the Retirement & Pension Plans industry in the United States.
Questions answered in this chapter include how are the industry's products and services performing, what are innovations in industry products and services, what products or services do successful businesses offer and what's influencing demand from the industry's markets. This includes data and statistics on industry revenues by product and service segmentation and major markets.
Geographic Breakdown
What's included in the Geographic Breakdown chapter?
The Geographic Breakdown chapter covers detailed analysis and datasets on regional performance of the Retirement & Pension Plans industry in the United States.
Questions answered in this chapter include where are industry businesses located and how do businesses use location to their advantage. This includes data and statistics on industry revenues by location.
Competitive Forces
What's included in the Competitive Forces chapter?
The Competitive Forces chapter covers the concentration, barriers to entry and supplier and buyer profiles in the Retirement & Pension Plans industry in the United States. This includes data and statistics on industry market share concentration, barriers to entry, substitute products and buyer & supplier power.
Questions answered in this chapter include what impacts the industry's market share concentration, how do successful businesses handle concentration, what challenges do potential industry entrants face, how can potential entrants overcome barriers to entry, what are substitutes for industry services, how do successful businesses compete with substitutes and what power do buyers and suppliers have over the industry and how do successful businesses manage buyer & supplier power.
Companies
What's included in the Companies chapter?
The Companies chapter covers Key Takeaways, Market Share and Companies in the Retirement & Pension Plans industry in the United States. This includes data and analysis on companies operating in the industry that hold a market share greater than 5%.
Questions answered in this chapter include what companies have a meaningful market share and how each company is performing.
External Environment
What's included in the External Environment chapter?
The External Environment chapter covers Key Takeaways, External Drivers, Regulation & Policy and Assistance in the Retirement & Pension Plans industry in the United States. This includes data and statistics on factors impacting industry revenue such as economic indicators, regulation, policy and assistance programs.
Questions answered in this chapter include what demographic and macroeconomic factors impact the industry, what regulations impact the industry, what assistance is available to this industry.
Financial Benchmarks
What's included in the Financial Benchmarks chapter?
The Financial Benchmarks chapter covers Key Takeaways, Cost Structure, Financial Ratios, Valuation Multiples and Key Ratios in the Retirement & Pension Plans industry in the United States. This includes financial data and statistics on industry performance including key cost inputs, profitability, key financial ratios and enterprise value multiples.
Questions answered in this chapter include what trends impact industry costs and how financial ratios have changed overtime.
Industry Data
What's included in the Industry Data chapter?
The Industry Data chapter includes 10 years of historical data with 5 years of forecast data covering statistics like revenue, industry value add, establishments, enterprises, employment and wages in the Retirement & Pension Plans industry in the United States.
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Frequently Asked Questions
What is the market size of the Retirement & Pension Plans industry in the United States in 2026?
The market size of the Retirement & Pension Plans industry in the United States is $449.5bn in 2026.
How many businesses are there in the Retirement & Pension Plans industry in the United States in 2025?
There are 53,915 businesses in the Retirement & Pension Plans industry in the United States, which has grown at a CAGR of 0.8 % between 2020 and 2025.
How may import tariffs affect the Retirement & Pension Plans industry in the United States?
The Retirement & Pension Plans industry in the United States is unlikely to be materially impacted by import tariffs with imports accounting for a low share of industry revenue.
How may export tariffs affect the Retirement & Pension Plans industry in the United States?
The Retirement & Pension Plans industry in the United States is unlikely to be materially impacted by export tariffs with exports accounting for a low share of industry revenue.
Has the Retirement & Pension Plans industry in the United States grown or declined over the past 5 years?
The market size of the Retirement & Pension Plans industry in the United States has been declining at a CAGR of 16.2 % between 2020 and 2025.
What is the forecast growth of the Retirement & Pension Plans industry in the United States over the next 5 years?
Over the next five years, the Retirement & Pension Plans industry in the United States is expected to grow.
What are the biggest companies in the Retirement & Pension Plans industry in the United States?
The biggest company operating in the Retirement & Pension Plans industry in the United States is California Public Employees' Retirement System
What does the Retirement & Pension Plans industry in the United States include?
Providing defined benefit plans to beneficiaries and Collecting employer and employee contributions are part of the Retirement & Pension Plans industry in the United States.
Which companies have the highest market share in the Retirement & Pension Plans industry in the United States?
The company holding the most market share in the Retirement & Pension Plans industry in the United States is California Public Employees' Retirement System.
How competitive is the Retirement & Pension Plans industry in the United States?
The level of competition is moderate and steady in the Retirement & Pension Plans industry in the United States.
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