Other
Expected long-term rate of return on plan assets
TMUSZ Expected long-term rate of return on plan assets remained flat by 0.0% to $0.02 in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 14.3%, from $0.02 to $0.02. Over 4 years (FY 2021 to FY 2025), Expected long-term rate of return on plan assets shows an upward trend with a 18.9% CAGR.
Analysis
StatementIncome Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityStable
First reportedQ1 2020
Last reportedQ4 2025Feb 11, 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
5 years
| FY'21 | FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|---|
| Value | 0 | 0.1 | 0.1 | 0.1 | 0.1 |
| YoY Change | — | +25.0% | +40.0% | +0.0% | +14.3% |
Range0 – 0.1
CAGR+18.9%
Avg YoY Growth+19.8%
Median YoY Growth+19.6%
Current Streak4+ years growth
Expected long-term rate of return on plan assets at Other Companies
Frequently Asked Questions
- What is TMUSZ's expected long-term rate of return on plan assets?
- TMUSZ (TMUSZ) reported expected long-term rate of return on plan assets of $0.02 in Q4 2025.
- How has TMUSZ's expected long-term rate of return on plan assets changed year-over-year?
- TMUSZ's expected long-term rate of return on plan assets increased by 14.3% year-over-year, from $0.02 to $0.02.
- What is the long-term trend for TMUSZ's expected long-term rate of return on plan assets?
- Over 4 years (2021 to 2025), TMUSZ's expected long-term rate of return on plan assets has grown at a 18.9% compound annual growth rate (CAGR), from $0.04 to $0.08.
- 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.