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Sonoma County Employees' Retirement Association

SCERA at a Glance

Key actuarial, membership, and financial statistics as of December 31, 2025, compiled from SCERA's Actuarial Valuation and related actuarial reports approved by the Board of Retirement in May 2026.

Fund Statistics

Membership

  • Actives: 4,571 (General: 3,827; Safety: 744)
  • Deferred/Transferred: 1,825 (General: 1,557; Safety: 268)
  • Retired: 5,275 (General: 4,215; Safety: 1,060)
  • Beneficiaries: 732 (General: 569; Safety: 163)

Participating Employer's Member Count

  • County of Sonoma: 4,326
  • Superior Court - State of California: 168
  • Sonoma Valley Fire District: 77

Assets

$3.8 Billion (Valuation Value of Assets)

Funded Ratio: 95.6% (Valuation Value of Assets)

Policy Asset Allocation:

  • Equities: 59%
  • Fixed Income: 15%
  • Real Assets: 26%
  • Opportunistic: 0-6%

Investment Earnings 15-year Annualized Return

7.3% (net of investment fees and administrative expenses)

Retirement Benefits Paid/Average Years of Service

General Members

Plan Average Annual Benefit Average Years of Service
Pre-Plan A $18,493 17.0 years
Plan A $44,417 17.7 years
Plan B $15,492 7.4 years

Safety Members

Plan Average Annual Benefit Average Years of Service
Pre-Plan A $44,872 21.7 years
Plan A $64,503 19.1 years
Plan B $24,275 7.5 years

Distibution of Benefits Paid

  • Less than $10,000/year: 14.51%
  • $10,000 to $19,999/year: 17.86%
  • $20,000 to $49,999/year: 39.37%
  • $50,000 to $99,999/year: 22.88%
  • Over $100,000/year: 5.38%

For additional information, please see Contributions.

Member Reserve Interest Crediting Rate:

Semi-annually on 6/30 and 12/31 interest is credited to contributions made by members at SCERA’s Member Reserve Interest Crediting Rate, which is set at the current yield of the 10 Year Treasury Note.  SCERA credits 50% of the 10 Year Treasury Note yield on 6/30 and 50% on 12/31.  For more information on interest crediting and changes to the Member Reserve Interest Crediting Rate, please see the Interest Crediting and Reserve Policy.

Rates are updated semi-annually, with June 30 rates posted in July and December 31 rates posted in January.

Below is the most recent Member Interest Crediting Information as of 12/31/25:

  • 10 Year Treasury Note: 4.18%
  • Member Reserve Interest Crediting Rate: 2.09% (Amount credited)