MSCI Underfunded Retirement Plans increased by 7.5% to $40.10M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 7.5%, from $37.30M to $40.10M. Over 4 years (FY 2021 to FY 2025), Underfunded Retirement Plans shows an upward trend with a 3.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A decrease is favorable as it reduces long-term balance sheet liabilities and future funding requirements.
This represents the shortfall between the projected benefit obligations of a company's pension or postretirement plans a...
Varies significantly based on industry maturity and the age of the workforce.
underfunded_retirement_plans| Q4 '21 | Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|---|
| Value | $34.50M | $20.10M | $31.90M | $37.30M | $40.10M |
| QoQ Change | — | -41.7% | +58.7% | +16.9% | +7.5% |
| YoY Change | — | -41.7% | +58.7% | +16.9% | +7.5% |