Other
Expected long-term rate of return on plan assets
PNC Financial Services Expected long-term rate of return on plan assets decreased by 7.6% to $0.06 in Q4 2023 compared to the prior quarter.
Analysis
StatementIncome Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityStable
First reportedQ1 2013
Last reportedQ4 2023Feb 20, 2026
How to read this metric
A higher rate reduces the calculated pension expense, while a lower rate increases the required company contributions.
Detailed definition
The estimated annual percentage return on assets held in a defined benefit pension plan. This assumption is used by mana...
Peer comparison
Peers in the energy sector typically align this with long-term capital market expectations for diversified portfolios.
Metric ID:
other_defined_benefit_plan_assumptions_used_calculating__e33353Historical Data
3 periods
| Q4 '21 | Q4 '22 | Q4 '23 | |
|---|---|---|---|
| Value | $0.06 | $0.07 | $0.06 |
| QoQ Change | — | +6.5% | -7.6% |
| YoY Change | — | +6.5% | -7.6% |
Range$0.06 – $0.07
Avg YoY Growth-0.6%
Median YoY Growth-0.6%
Expected long-term rate of return on plan assets at Other Companies
Frequently Asked Questions
- What is PNC Financial Services's expected long-term rate of return on plan assets?
- PNC Financial Services (PNC) reported expected long-term rate of return on plan assets of $0.06 in Q4 2023.
- What does expected long-term rate of return on plan assets mean?
- The expected annual return rate used to project the growth of pension plan assets.