Financial & Statistical

A summary of the results of the annual actuarial valuation of System assets and liabilities and determination of the Employer Contribution Rate. Also refer to the Recommended Actuarial Assumptions 2021 Report and memos on the 2017 Valuation Rate of Interest and 2019 Valuation Rate of Interest.

• As of June 30, 2023
• As of June 30, 2022
• As of June 30, 2021
• As of June 30, 2020
• As of June 30, 2019
• As of June 30, 2018
• As of June 30, 2017
• As of June 30, 2016
• As of June 30, 2015
• As of June 30, 2014
• As of June 30, 2013
• As of June 30, 2012
• As of June 30, 2011

The following reports summarize NYSTRS’ deliberative process to address climate risk and opportunities related to its investment portfolio. Learn more about our long-term investment strategy and portfolio.

• March 2024 Stewardship Report
• January 2023 Stewardship Update: Climate Change Action Through Responsible Stewardship
• December 2021 Climate Update

• NYSTRS' minority- and women-owned business enterprises (MWBE) asset management and financial institution guidelines.
   
• The MWBE asset management and financial institution strategy report pursuant to Chapter 171 of the Laws of 2010:
  • For Fiscal Year 2023-24
  • For Fiscal Year 2022-23
  • For Fiscal Year 2021-22
  • For Fiscal Year 2020-21
  • For Fiscal Year 2019-20
  • For Fiscal Year 2018-19
  • For Fiscal Year 2017-18
  • For Fiscal Year 2016-17
  • For Fiscal Year 2015-16

The Governmental Accounting Standards Board (GASB) accounting standards impact public pension plans and participating employers. Learn more on the GASB Public Pension Accounting Standards page. Required disclosure materials for employers are found here.

Schedule of Employer Allocations and Schedule of Pension Amounts by Employer:

• June 30, 2024
• June 30, 2023
• June 30, 2022
• June 30, 2021
• June 30, 2020
• June 30, 2019

The financial statements of the New York State Teachers' Retirement System (NYSTRS) Retired Employee Health Benefits Trust, also known as the Other Postemployment Benefits (OPEB) Trust. Funds from this trust are used to provide health insurance benefits to System retirees.

Basic Financial Statements and Required Supplementary Information:

• June 30, 2024 and 2023
• June 30, 2023 and 2022
• June 30, 2022 and 2021
• June 30, 2021 and 2020
• June 30, 2020 and 2019