Occupational defined contribution landscape 2023 annex

In this year’s statistics release, we describe the collection methods for the data contained in the annex to this publication, together with information on what is covered by each section of the annex.

1. In this section and throughout, hybrids refers to schemes which have both a defined benefit (DB) section and a defined contribution (DC) section. Some hybrid schemes offer one benefit type (a combination of DB and DC, e.g. DC with DB underpin), but these schemes are not covered here.
2. File 1 (schemes), 2 (memberships), and 3 (finances) are based on schemes with 12 or more members (except for Table 1.1 and 1.18 in section 1, which is based on all schemes with two or more members).
3. File 4 (AE schemes) is based on all schemes with two or more members.
4. File 5 (micro schemes) is based on schemes with two to 11 members.
5. File 6 (effective date information) shows relevant effective date information.

File 1: Schemes

Notes

1. Table 1.1 covers DC schemes with 2 or more members, excluding hybrid schemes with DC members.
2. Tables 1.2 to 1.17 cover DC schemes with 12 or more members.
3. Tables 1.2 and 1.3 include hybrid schemes with 12 or more DC members.
4. Tables 1.4 to 1.17 exclude hybrid schemes with DC members.
5. Figures in total columns may not equal the sum of figures in sub-columns due to rounding. Scheme numbers are rounded to the nearest ten.
6. Table 1.1 is shown back to 1997, as in 1997 the occupational pension regulatory authority (the predecessor for the pensions regulator) took control of the pension register. There is a known peak in scheme registrations in 1988, and this is shown on Table 1.18.
7. Table 1.1 is calculated starting from current scheme volumes and working back using annual scheme registrations and annual scheme wind ups. These calculations can be seen on Table 1.18.
8. Tables 1.4 and 1.5 show the number of schemes who have reported having any members aged 50 to 59. Tables 1.6 and 1.7 show all schemes who have reported any members aged 60 or over.
9. Please see accompanying descriptive text document for description of self-annuitising and lifetime annuities (shown in tables 1.11 to 1.14).
10. Within the annex tables 1.8, 2.17 and 4.3 a bundled and unbundled split is provided. This is defined logically via the following rules applied in sequence:
    • if a scheme lists the same company as their insurer and their administrator, or the contacts provided for the insurer and administrator share the same company domain in their email address; the scheme is classified as bundled
    • if a scheme lists different companies as their insurer and administrator; the scheme is classified as unbundled
    • if the administrator is not present or either role could not be derived from the email address data; the scheme is classified as unknown
    • if an insurance company is not provided; the scheme is classified as unbundled
11. The regulator operates a different scheme return for micro DC schemes (schemes with fewer than 12 members), with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
12. Any figures of 5 or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.

Table 1.1: Total schemes by year established (excludes hybrid schemes)

Year	Total schemes year end
1997	86,290
1998	82,350
1999	76,330
2000	72,060
2001	68,320
2002	64,040
2003	58,890
2004	54,030
2005	50,680
2006	45,850
2007	41,700
2008	35,280
2009	32,850
2010	31,080
2011	29,780
2012	29,170
2013	29,020
2014	28,790
2015	28,560
2016	28,380
2017	28,050
2018	27,580
2019	26,440
2020	26,260
2021	26,070
2022	25,940
2023	25,800

Table 1.2: Number of schemes by size (includes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	2,260	1,030	310	80	3,660
31/12/2012	1,890	980	300	70	3,240
31/12/2013	1,780	920	290	80	3,080
31/12/2014	1,670	870	290	100	2,930
31/12/2015	1,540	790	290	120	2,740
31/12/2016	1,340	710	290	130	2,470
31/12/2017	1,130	630	280	140	2,180
31/12/2018	1,000	560	270	140	1,980
31/12/2019	840	500	250	150	1,740
31/12/2020	760	420	240	140	1,560
31/12/2021	660	360	210	140	1,370
31/12/2022	590	320	180	130	1,220
31/12/2023	510	280	160	130	1,080

Table 1.3: Number of schemes by status (includes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2011	1,870	770	700	320	3,660
31/12/2012	1,670	730	630	220	3,240
31/12/2013	1,540	730	610	190	3,080
31/12/2014	1,200	990	550	190	2,930
31/12/2015	1,070	920	570	170	2,740
31/12/2016	940	840	540	150	2,470
31/12/2017	770	760	510	140	2,180
31/12/2018	670	690	480	130	1,980
31/12/2019	600	580	440	120	1,740
31/12/2020	540	510	420	90	1,560
31/12/2021	470	440	390	70	1,370
31/12/2022	410	380	340	80	1,220
31/12/2023	360	340	310	70	1,080

Table 1.4: Number of schemes with membership aged 50 to 59 by scheme size (excludes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	1,530	480	130	30	2,170
31/12/2012	1,430	460	120	40	2,050
31/12/2013	1,370	410	120	50	1,960
31/12/2014	1,290	400	120	60	1,860
31/12/2015	1,220	340	120	60	1,740
31/12/2016	1,080	300	120	70	1,570
31/12/2017	890	250	110	80	1,320
31/12/2018	760	220	100	90	1,170
31/12/2019	650	180	90	80	1,000
31/12/2020	570	150	80	80	870
31/12/2021	500	120	60	70	760
31/12/2022	440	110	50	70	670
31/12/2023	380	90	40	70	580

Table 1.5: Number of schemes with membership aged 50 to 59 by scheme status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2011	1,100	420	470	180	2,170
31/12/2012	1,040	400	450	160	2,050
31/12/2013	970	420	420	140	1,960
31/12/2014	730	620	380	140	1,860
31/12/2015	640	560	410	130	1,740
31/12/2016	540	510	400	120	1,570
31/12/2017	390	460	370	110	1,320
31/12/2018	330	400	330	110	1,170
31/12/2019	280	330	300	100	1,000
31/12/2020	250	280	280	70	870
31/12/2021	220	240	250	50	760
31/12/2022	180	200	220	70	670
31/12/2023	150	180	190	60	580

Table 1.6: Number of schemes with membership aged 60+ by scheme size (excludes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	1,210	460	120	30	1,840
31/12/2012	1,150	450	120	40	1,760
31/12/2013	1,110	400	120	50	1,670
31/12/2014	1,070	390	120	60	1,630
31/12/2015	1,010	330	120	60	1,520
31/12/2016	900	280	110	70	1,370
31/12/2017	760	240	110	80	1,190
31/12/2018	670	220	100	90	1,080
31/12/2019	590	170	90	80	940
31/12/2020	540	150	80	80	840
31/12/2021	460	120	60	70	720
31/12/2022	420	110	50	70	650
31/12/2023	370	90	40	70	570

Table 1.7: Number of schemes with membership aged 60+ by scheme status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2011	920	360	400	150	1,840
31/12/2012	880	340	390	140	1,760
31/12/2013	820	360	370	130	1,670
31/12/2014	630	550	330	130	1,630
31/12/2015	550	490	350	120	1,520
31/12/2016	480	450	340	110	1,370
31/12/2017	360	420	320	100	1,190
31/12/2018	320	370	300	100	1,080
31/12/2019	280	300	270	90	940
31/12/2020	240	260	270	70	840
31/12/2021	210	220	240	50	720
31/12/2022	170	200	210	80	650
31/12/2023	150	180	180	60	570

Table 1.8: Number of schemes by Governance Structure and scheme size as of 31/12/2023 (excludes hybrid schemes)

	Master trust	Bundled	Unbundled	Unknown	Total
12 to 99	0	180	210	10	400
100 to 999	0	40	60	**	90
1,000 to 4,999	0	10	30	0	40
5,000+	30	10	30	**	70
Total	30	240	320	10	600

Table 1.9: Number of schemes by use of default strategy by status as of 31/12/2023 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
Does use default	130	90	40	30	290
Doesn't use default	10	100	160	30	290
Unknown	10	0	**	**	20
Total	150	190	200	60	600
Percentage using default	86%	47%	22%	51%	49%

Table 1.10: Number of schemes by use of default strategy by size as of 31/12/2023 (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Does use default	120	70	40	60	290
Doesn't use default	260	30	**	**	290
Unknown	10	**	**	**	20
Total	400	90	40	70	600
Percentage using default	31%	71%	95%	96%	49%

Table 1.11: Number of schemes allowing Self Annuitisations by status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2012	60	20	10	10	100
31/12/2013	60	20	10	10	100
31/12/2014	50	50	30	10	130
31/12/2015	40	40	60	10	140
31/12/2016	30	30	60	10	120
31/12/2017	30	30	60	**	110
31/12/2018	20	20	70	**	110
31/12/2019	20	20	70	**	110
31/12/2020	10	10	80	**	110
31/12/2021	10	10	90	**	120
31/12/2022	10	20	90	10	120
31/12/2023	10	20	90	**	110

Table 1.12: Number of schemes allowing Self Annuitisations by size (excludes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2012	50	30	10	10	100
31/12/2013	60	30	10	**	100
31/12/2014	90	30	10	**	130
31/12/2015	100	30	10	**	140
31/12/2016	90	20	10	**	120
31/12/2017	90	10	10	**	110
31/12/2018	90	20	10	**	110
31/12/2019	80	20	10	**	110
31/12/2020	90	10	10	**	110
31/12/2021	100	10	**	**	120
31/12/2022	100	20	**	**	120
31/12/2023	90	20	**	**	11

Table 1.13: Number of schemes allowing Lifetime annuities by status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2012	170	60	60	50	340
31/12/2013	150	70	60	40	310
31/12/2014	100	120	80	30	340
31/12/2015	90	100	110	40	340
31/12/2016	70	80	100	20	280
31/12/2017	60	70	90	30	250
31/12/2018	50	60	100	30	240
31/12/2019	40	60	90	30	220
31/12/2020	40	40	100	20	200
31/12/2021	30	30	110	10	190
31/12/2022	30	40	100	20	180
31/12/2023	10	30	90	20	150

Table 1.14: Number of schemes allowing Lifetime annuities by size (excludes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2012	200	100	30	10	340
31/12/2013	190	90	30	10	310
31/12/2014	210	100	30	10	340
31/12/2015	220	90	20	10	340
31/12/2016	180	80	20	10	280
31/12/2017	160	60	20	10	250
31/12/2018	150	60	20	10	240
31/12/2019	150	50	20	10	220
31/12/2020	140	40	20	**	210
31/12/2021	130	30	20	**	190
31/12/2022	130	30	10	10	180
31/12/2023	120	30	10	**	150

Table 1.15: Number of schemes with leaving members by scheme size as of 31/12/2023 (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired	80	70	40	60	250
Transferred	60	70	40	60	240
Other	30	40	30	60	170

Table 1.16: Number of schemes with leaving members by scheme status as of 31/12/2023 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Retired	110	70	30	30	250
Transferred	120	50	30	30	240
Other	100	40	10	10	170

Table 1.17: Number of Schemes with assets by Membership banding as of 31/12/2023 (excludes hybrid schemes)

Non-MT

	12 to 99	100 to 999	1,000 to 4,999	5,000+
0 to 10m	390	50	**	**
10m to 25m	**	30	**	0
25m to 100m	**	20	20	**
100m to 250m	0	**	10	10
250m to 1b	0	0	**	20
1b to 2.5b	0	0	0	10
2.5b +	0	0	0	**
Total	400	90	40	40

MT

	12 to 99	100 to 999	1,000 to 4,999	5,000+
0 to 10m	0	0	0	**
10m to 25m	0	0	0	0
25m to 100m	0	0	0	**
100m to 250m	0	0	0	**
250m to 1b	0	0	0	10
1b to 2.5b	0	0	0	10
2.5b +	0	0	0	10
Total	0	0	0	30

Table 1.18: Calculation of total schemes by year established (excludes hybrid schemes)

Year	Established	Wound up	Total schemes year end
1988	9,160	130	93,390
1989	4,310	180	97,510
1990	2,710	280	99,950
1991	3,430	1,010	102,370
1992	2,880	840	104,420
1993	2,710	1,120	106,010
1994	3,330	1,430	107,910
1995	3,100	1,890	109,120
1996	4,240	3,600	109,750
1997	3,120	26,590	86,290
1998	2,450	6,390	82,350
1999	1,990	8,010	76,330
2000	1,960	6,220	72,060
2001	1,910	5,650	68,320
2002	1,500	5,780	64,040
2003	1,390	6,540	58,890
2004	1,130	5,990	54,030
2005	1,240	4,590	50,680
2006	770	5,600	45,850
2007	580	4,740	41,700
2008	570	6,980	35,280
2009	540	2,970	32,850
2010	570	2,340	31,080
2011	620	1,920	29,780
2012	1,010	1,610	29,170
2013	1,120	1,280	29,020
2014	1,020	1,250	28,790
2015	1,050	1,270	28,560
2016	1,060	1,240	28,380
2017	810	1,130	28,050
2018	680	1,150	27,580
2019	620	1,770	26,440
2020	560	730	26,260
2021	610	800	26,070
2022	580	710	25,940
2023	380	520	25,800

Table 1.19: Number of schemes by size and scheme benefit type

Date	Scheme benefit type	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	Defined Contribution	1,940	550	140	40	2,670
31/12/2011	Hybrid	320	480	160	30	990
31/12/2012	Defined Contribution	1,610	500	140	40	2,290
31/12/2012	Hybrid	280	480	160	30	950
31/12/2013	Defined Contribution	1,500	450	130	50	2,130
31/12/2013	Hybrid	280	470	170	30	950
31/12/2014	Defined Contribution	1,410	430	120	60	2,020
31/12/2014	Hybrid	260	450	160	40	910
31/12/2015	Defined Contribution	1,300	360	120	70	1,840
31/12/2015	Hybrid	240	430	160	50	890
31/12/2016	Defined Contribution	1,140	310	120	70	1,640
31/12/2016	Hybrid	200	410	170	50	830
31/12/2017	Defined Contribution	940	260	120	80	1,400
31/12/2017	Hybrid	190	360	170	60	770
31/12/2018	Defined Contribution	810	240	110	90	1,240
31/12/2018	Hybrid	180	320	170	60	730
31/12/2019	Defined Contribution	680	190	90	80	1,050
31/12/2019	Hybrid	160	310	160	60	690
31/12/2020	Defined Contribution	600	160	80	80	920
31/12/2020	Hybrid	160	260	150	60	640
31/12/2021	Defined Contribution	530	130	60	70	790
31/12/2021	Hybrid	140	230	140	60	580
31/12/2022	Defined Contribution	460	110	50	70	700
31/12/2022	Hybrid	130	210	130	60	530
31/12/2023	Defined Contribution	400	90	40	70	600
31/12/2023	Hybrid	110	190	120	60	480

Table 1.20: Number of schemes by status and scheme benefit type

Date	Scheme benefit type	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2011	Defined Contribution	1,330	490	580	270	2,670
31/12/2011	Hybrid	540	280	130	50	990
31/12/2012	Defined Contribution	1,150	450	500	180	2,290
31/12/2012	Hybrid	520	270	130	30	950
31/12/2013	Defined Contribution	1,060	450	460	160	2,130
31/12/2013	Hybrid	480	280	150	30	950
31/12/2014	Defined Contribution	790	660	420	150	2,020
31/12/2014	Hybrid	410	330	130	40	910
31/12/2015	Defined Contribution	680	590	440	140	1,840
31/12/2015	Hybrid	400	330	130	30	890
31/12/2016	Defined Contribution	560	540	410	120	1,640
31/12/2016	Hybrid	380	300	130	20	830
31/12/2017	Defined Contribution	420	480	390	110	1,400
31/12/2017	Hybrid	350	280	120	20	770
31/12/2018	Defined Contribution	350	420	350	120	1,240
31/12/2018	Hybrid	320	260	130	20	730
31/12/2019	Defined Contribution	300	340	310	100	1,050
31/12/2019	Hybrid	300	240	130	20	690
31/12/2020	Defined Contribution	260	290	300	80	920
31/12/2020	Hybrid	280	220	130	10	640
31/12/2021	Defined Contribution	220	250	260	60	790
31/12/2021	Hybrid	250	190	130	10	580
31/12/2022	Defined Contribution	180	210	230	80	700
31/12/2022	Hybrid	230	170	120	10	530
31/12/2023	Defined Contribution	150	190	200	60	600
31/12/2023	Hybrid	210	150	110	10	480

File 2: Membership

Notes

1. In this section and throughout, hybrids refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, e.g. DC with DB underpin), but these schemes are not covered here.
2. Tables 2.1 to 2.4 and 2.18 to 2.19 cover all DC schemes with 12 or more members, including hybrid schemes with DC members.
3. Tables 2.5 to 2.17 show DC schemes with 12 or more members but excludes hybrid schemes with DC members.
4. Figures in total columns may not equal the sum of figures in sub columns due to rounding. Membership figures are rounded to the nearest 1,000.
5. Number of reported pensioner members are not shown here, though reported pensioner members are included in the total memberships figure. Please see the accompanying text document for a fuller explanation of this.
6. Please see accompanying descriptive text document for description of self-annuitising and lifetime annuities (shown in tables 2.9 to 2.12).
7. Please see accompanying descriptive text for a definitions of governance structures (shown in table 2.17) and methodology for identifying them.
8. The regulator operates a different scheme return for micro DC schemes (schemes with fewer than 12 members), with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
9. Any figures of 5 or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.

Table 2.1: Membership by scheme size (includes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	78,000	358,000	660,000	1,159,000	2,255,000
31/12/2012	65,000	342,000	663,000	1,196,000	2,265,000
31/12/2013	62,000	324,000	661,000	1,566,000	2,613,000
31/12/2014	60,000	307,000	635,000	3,666,000	4,668,000
31/12/2015	55,000	286,000	658,000	5,932,000	6,931,000
31/12/2016	48,000	260,000	646,000	8,866,000	9,820,000
31/12/2017	40,000	227,000	612,000	11,743,000	12,622,000
31/12/2018	36,000	205,000	594,000	15,934,000	16,768,000
31/12/2019	31,000	183,000	569,000	18,833,000	19,615,000
31/12/2020	28,000	158,000	542,000	20,994,000	21,722,000
31/12/2021	25,000	138,000	482,000	22,767,000	23,412,000
31/12/2022	22,000	122,000	413,000	25,449,000	26,006,000
31/12/2023	19,000	107,000	372,000	28,278,000	28,776,000

Table 2.2: Active membership by scheme size (includes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	21,000	145,000	307,000	467,000	939,000
31/12/2012	18,000	140,000	311,000	503,000	971,000
31/12/2013	17,000	132,000	304,000	813,000	1,266,000
31/12/2014	19,000	124,000	290,000	2,623,000	3,056,000
31/12/2015	15,000	118,000	332,000	4,018,000	4,483,000
31/12/2016	12,000	107,000	337,000	5,384,000	5,840,000
31/12/2017	7,000	89,000	313,000	6,976,000	7,385,000
31/12/2018	5,000	73,000	298,000	8,799,000	9,176,000
31/12/2019	4,000	69,000	268,000	9,609,000	9,950,000
31/12/2020	4,000	54,000	237,000	9,870,000	10,165,000
31/12/2021	3,000	43,000	216,000	9,871,000	10,133,000
31/12/2022	3,000	36,000	170,000	10,573,000	10,782,000
31/12/2023	2,000	27,000	156,000	10,866,000	11,052,000

Table 2.3: Deferred membership by scheme size (includes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	48,000	202,000	345,000	662,000	1,258,000
31/12/2012	42,000	192,000	342,000	669,000	1,244,000
31/12/2013	41,000	183,000	348,000	740,000	1,313,000
31/12/2014	37,000	177,000	335,000	1,029,000	1,578,000
31/12/2015	37,000	162,000	318,000	1,900,000	2,417,000
31/12/2016	34,000	148,000	304,000	3,470,000	3,957,000
31/12/2017	31,000	133,000	295,000	4,758,000	5,218,000
31/12/2018	28,000	127,000	292,000	7,127,000	7,574,000
31/12/2019	25,000	110,000	294,000	9,215,000	9,645,000
31/12/2020	23,000	101,000	300,000	11,113,000	11,537,000
31/12/2021	20,000	93,000	264,000	12,880,000	13,258,000
31/12/2022	18,000	85,000	241,000	14,859,000	15,203,000
31/12/2023	16,000	78,000	215,000	17,391,000	17,700,000

Table 2.4: Membership by scheme status (includes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2011	1,653,000	404,000	119,000	80,000	2,255,000
31/12/2012	1,706,000	393,000	115,000	50,000	2,265,000
31/12/2013	1,964,000	472,000	104,000	74,000	2,613,000
31/12/2014	3,883,000	619,000	93,000	73,000	4,668,000
31/12/2015	6,266,000	493,000	121,000	51,000	6,931,000
31/12/2016	9,193,000	474,000	115,000	37,000	9,820,000
31/12/2017	11,938,000	513,000	135,000	36,000	12,622,000
31/12/2018	16,049,000	552,000	84,000	84,000	16,768,000
31/12/2019	18,927,000	531,000	78,000	79,000	19,615,000
31/12/2020	20,965,000	539,000	124,000	95,000	21,722,000
31/12/2021	22,802,000	434,000	130,000	47,000	23,412,000
31/12/2022	25,440,000	400,000	102,000	65,000	26,006,000
31/12/2023	27,969,000	559,000	113,000	136,000	28,776,000

Table 2.5: Membership aged 50 to 59 by scheme size (excludes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	18,000	41,000	59,000	125,000	244,000
31/12/2012	17,000	41,000	67,000	153,000	278,000
31/12/2013	16,000	38,000	67,000	224,000	345,000
31/12/2014	16,000	37,000	61,000	561,000	675,000
31/12/2015	16,000	32,000	67,000	882,000	997,000
31/12/2016	15,000	29,000	64,000	1,301,000	1,409,000
31/12/2017	13,000	26,000	61,000	1,922,000	2,022,000
31/12/2018	12,000	24,000	52,000	2,716,000	2,804,000
31/12/2019	11,000	20,000	49,000	3,169,000	3,249,000
31/12/2020	10,000	18,000	48,000	3,586,000	3,662,000
31/12/2021	9,000	14,000	38,000	4,060,000	4,121,000
31/12/2022	8,000	13,000	28,000	4,854,000	4,902,000
31/12/2023	7,000	11,000	24,000	4,978,000	5,019,000

Table 2.6: Membership aged 50 to 59 by scheme status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2011	181,000	37,000	12,000	14,000	244,000
31/12/2012	214,000	37,000	15,000	11,000	278,000
31/12/2013	272,000	43,000	14,000	16,000	345,000
31/12/2014	542,000	101,000	16,000	16,000	675,000
31/12/2015	909,000	57,000	19,000	12,000	997,000
31/12/2016	1,327,000	57,000	19,000	6,000	1,409,000
31/12/2017	1,914,000	70,000	31,000	7,000	2,022,000
31/12/2018	2,676,000	94,000	17,000	17,000	2,804,000
31/12/2019	3,135,000	82,000	15,000	17,000	3,249,000
31/12/2020	3,570,000	61,000	21,000	9,000	3,662,000
31/12/2021	4,055,000	43,000	17,000	5,000	4,121,000
31/12/2022	4,838,000	38,000	11,000	15,000	4,902,000
31/12/2023	4,904,000	63,000	21,000	32,000	5,019,000

Table 2.7: Membership aged 60+ by scheme size (excludes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	6,000	12,000	16,000	27,000	60,000
31/12/2012	5,000	12,000	19,000	32,000	68,000
31/12/2013	5,000	11,000	16,000	53,000	85,000
31/12/2014	5,000	11,000	17,000	140,000	172,000
31/12/2015	5,000	10,000	19,000	202,000	236,000
31/12/2016	5,000	9,000	18,000	306,000	338,000
31/12/2017	4,000	8,000	19,000	589,000	620,000
31/12/2018	4,000	8,000	17,000	893,000	921,000
31/12/2019	4,000	6,000	15,000	1,065,000	1,090,000
31/12/2020	4,000	6,000	16,000	1,286,000	1,311,000
31/12/2021	4,000	5,000	12,000	1,472,000	1,493,000
31/12/2022	4,000	5,000	10,000	1,821,000	1,839,000
31/12/2023	4,000	5,000	9,000	2,205,000	2,223,000

Table 2.8: Membership aged 60+ by scheme status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2011	42,000	8,000	5,000	5,000	60,000
31/12/2012	50,000	7,000	5,000	6,000	68,000
31/12/2013	65,000	10,000	4,000	6,000	85,000
31/12/2014	136,000	26,000	5,000	6,000	172,000
31/12/2015	210,000	15,000	6,000	6,000	236,000
31/12/2016	314,000	15,000	6,000	3,000	338,000
31/12/2017	588,000	21,000	7,000	3,000	620,000
31/12/2018	880,000	29,000	6,000	6,000	921,000
31/12/2019	1,053,000	26,000	5,000	7,000	1,090,000
31/12/2020	1,276,000	24,000	7,000	4,000	1,311,000
31/12/2021	1,466,000	19,000	6,000	2,000	1,493,000
31/12/2022	1,810,000	19,000	5,000	5,000	1,839,000
31/12/2023	2,166,000	30,000	12,000	15,000	2,223,000

Table 2.9: Membership receiving Self Annuitisations by status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2017	^^	^^	^^	^^	^^
31/12/2018	^^	^^	1,000	^^	1,000
31/12/2019	^^	^^	^^	^^	^^
31/12/2020	^^	^^	^^	^^	^^
31/12/2021	^^	^^	^^	^^	^^
31/12/2022	^^	^^	^^	^^	^^
31/12/2023	^^	^^	^^	^^	^^

Table 2.10: Membership receiving Self Annuitisations by size (excludes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2017	^^	^^	^^	0	^^
31/12/2018	^^	^^	1,000	0	1,000
31/12/2019	^^	^^	0	0	^^
31/12/2020	^^	^^	^^	0	^^
31/12/2021	^^	^^	0	0	^^
31/12/2022	^^	^^	0	0	^^
31/12/2023	^^	^^	0	0	^^

Table 2.11: Membership receiving Lifetime annuities by status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2012	12,000	^^	1,000	1,000	14,000
31/12/2013	12,000	^^	^^	1,000	13,000
31/12/2014	10,000	3,000	1,000	1,000	14,000
31/12/2015	8,000	3,000	1,000	^^	13,000
31/12/2016	7,000	3,000	1,000	^^	11,000
31/12/2017	1,000	3,000	1,000	^^	5,000
31/12/2018	^^	3,000	1,000	^^	4,000
31/12/2019	^^	1,000	1,000	2,000	4,000
31/12/2020	^^	1,000	1,000	2,000	4,000
31/12/2021	^^	^^	^^	^^	1,000
31/12/2022	^^	^^	^^	^^	1,000
31/12/2023	^^	^^	^^	^^	1,000

Table 2.12: Membership receiving Lifetime annuities by size (excludes hybrid schemes)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2012	1,000	2,000	1,000	10,000	14,000
31/12/2013	1,000	2,000	1,000	10,000	13,000
31/12/2014	1,000	2,000	2,000	9,000	14,000
31/12/2015	1,000	2,000	2,000	8,000	13,000
31/12/2016	1,000	1,000	1,000	7,000	11,000
31/12/2017	1,000	1,000	1,000	2,000	5,000
31/12/2018	1,000	1,000	1,000	1,000	4,000
31/12/2019	^^	1,000	1,000	1,000	4,000
31/12/2020	^^	1,000	2,000	^^	4,000
31/12/2021	^^	1,000	^^	^^	1,000
31/12/2022	^^	1,000	^^	^^	1,000
31/12/2023	^^	^^	^^	^^	1,000

Table 2.13: Membership by use of default strategy by status as of 31/12/2023 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
In default	25,845,000	181,000	42,000	57,000	26,126,000
Chose other fund	770,000	56,000	2,000	72,000	900,000
Default not available	8,000	5,000	25,000	4,000	42,000
Unknown	12,000	1,000	^^	^^	13,000

Table 2.14: Membership by use of default strategy by size as of 31/12/2023 (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
In default	4,000	21,000	81,000	26,020,000	26,126,000
Chose other fund	^^	7,000	16,000	877,000	900,000
Default not available	10,000	6,000	3,000	24,000	42,000
Unknown	^^	1,000	2,000	10,000	13,000

Table 2.15: Scheme leavers by scheme size as of 31/12/2023 (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired	^^	^^	1,000	221,000	222,000
Transferred	^^	2,000	4,000	274,000	279,000
Other	^^	^^	1,000	44,000	45,000

Table 2.16: Scheme leavers by scheme status as of 31/12/2023 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Retired	218,000	3,000	1,000	^^	222,000
Transferred	274,000	3,000	1,000	1,000	279,000
Other	43,000	1,000	1,000	^^	45,000

Table 2.17: Membership by Governance Structure and scheme size as of 31/12/2023 (excludes hybrid schemes)

	Master trust	Bundled	Unbundled	Unknown	Total
12 to 99	0	5,000	9,000	0	14,000
100 to 999	0	12,000	21,000	1,000	34,000
1,000 to 4,999	0	27,000	75,000	0	102,000
5,000+	25,886,000	342,000	693,000	10,000	26,931,000
Total	25,886,000	386,000	798,000	11,000	27,081,000

Table 2.18: Membership by status and scheme benefit type

Date	Scheme benefit type	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2011	Defined Contribution	971,000	170,000	76,000	70,000	1,287,000
31/12/2011	Hybrid	682,000	233,000	42,000	10,000	968,000
31/12/2012	Defined Contribution	1,010,000	147,000	66,000	44,000	1,268,000
31/12/2012	Hybrid	696,000	246,000	49,000	6,000	997,000
31/12/2013	Defined Contribution	1,292,000	151,000	48,000	69,000	1,560,000
31/12/2013	Hybrid	672,000	320,000	56,000	5,000	1,053,000
31/12/2014	Defined Contribution	3,111,000	320,000	48,000	54,000	3,532,000
31/12/2014	Hybrid	772,000	300,000	46,000	19,000	1,136,000
31/12/2015	Defined Contribution	5,333,000	175,000	52,000	40,000	5,601,000
31/12/2015	Hybrid	933,000	318,000	68,000	11,000	1,330,000
31/12/2016	Defined Contribution	8,159,000	171,000	49,000	19,000	8,398,000
31/12/2016	Hybrid	1,034,000	303,000	66,000	19,000	1,422,000
31/12/2017	Defined Contribution	10,994,000	180,000	73,000	30,000	11,277,000
31/12/2017	Hybrid	945,000	333,000	62,000	6,000	1,346,000
31/12/2018	Defined Contribution	14,930,000	237,000	40,000	81,000	15,288,000
31/12/2018	Hybrid	1,119,000	315,000	44,000	3,000	1,480,000
31/12/2019	Defined Contribution	17,760,000	225,000	33,000	75,000	18,092,000
31/12/2019	Hybrid	1,167,000	306,000	45,000	4,000	1,523,000
31/12/2020	Defined Contribution	19,770,000	221,000	81,000	84,000	20,156,000
31/12/2020	Hybrid	1,194,000	318,000	42,000	12,000	1,566,000
31/12/2021	Defined Contribution	21,557,000	122,000	70,000	35,000	21,784,000
31/12/2021	Hybrid	1,245,000	311,000	59,000	12,000	1,628,000
31/12/2022	Defined Contribution	24,142,000	105,000	46,000	61,000	24,354,000
31/12/2022	Hybrid	1,298,000	294,000	56,000	4,000	1,652,000
31/12/2023	Defined Contribution	26,635,000	243,000	70,000	133,000	27,081,000
31/12/2023	Hybrid	1,334,000	316,000	43,000	2,000	1,695,000

Table 2.19: Membership by size and scheme benefit type

Date	Scheme benefit type	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	Defined Contribution	62,000	183,000	311,000	730,000	1,287,000
31/12/2011	Hybrid	16,000	175,000	349,000	428,000	968,000
31/12/2012	Defined Contribution	52,000	169,000	296,000	750,000	1,268,000
31/12/2012	Hybrid	13,000	172,000	366,000	446,000	997,000
31/12/2013	Defined Contribution	49,000	151,000	279,000	1,082,000	1,560,000
31/12/2013	Hybrid	13,000	173,000	382,000	485,000	1,053,000
31/12/2014	Defined Contribution	48,000	139,000	275,000	3,071,000	3,532,000
31/12/2014	Hybrid	12,000	168,000	360,000	595,000	1,136,000
31/12/2015	Defined Contribution	44,000	123,000	295,000	5,140,000	5,601,000
31/12/2015	Hybrid	11,000	163,000	363,000	792,000	1,330,000
31/12/2016	Defined Contribution	39,000	106,000	278,000	7,974,000	8,398,000
31/12/2016	Hybrid	10,000	153,000	368,000	891,000	1,422,000
31/12/2017	Defined Contribution	31,000	95,000	271,000	10,879,000	11,277,000
31/12/2017	Hybrid	9,000	132,000	341,000	863,000	1,346,000
31/12/2018	Defined Contribution	27,000	86,000	238,000	14,938,000	15,288,000
31/12/2018	Hybrid	9,000	119,000	356,000	996,000	1,480,000
31/12/2019	Defined Contribution	23,000	68,000	226,000	17,775,000	18,092,000
31/12/2019	Hybrid	7,000	115,000	343,000	1,058,000	1,523,000
31/12/2020	Defined Contribution	21,000	56,000	216,000	19,863,000	20,156,000
31/12/2020	Hybrid	7,000	102,000	326,000	1,131,000	1,566,000
31/12/2021	Defined Contribution	18,000	46,000	165,000	21,555,000	21,784,000
31/12/2021	Hybrid	6,000	92,000	318,000	1,212,000	1,628,000
31/12/2022	Defined Contribution	16,000	40,000	131,000	24,167,000	24,354,000
31/12/2022	Hybrid	6,000	83,000	282,000	1,282,000	1,652,000
31/12/2023	Defined Contribution	14,000	34,000	102,000	26,931,000	27,081,000
31/12/2023	Hybrid	5,000	73,000	270,000	1,347,000	1,695,000

File 3: Finances

Notes

1. In this section and throughout, hybrids refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, e.g. DC with DB underpin), but these schemes are not covered here.
2. All tables show DC schemes with 12 or more members but exclude hybrid schemes with DC members.
3. Figures in total columns may not equal the sum of figures in sub columns due to rounding. Scheme numbers are rounded to the nearest ten, financial amounts are rounded to the nearest £1,000,000, and membership figures are rounded to the nearest 1,000. Please note, where fields are calculated rounding is applied after totals have been derived.
4. For assets and contributions not all relevant schemes provide the information. Figures shown here represent reported amounts. Relevant data is shown in the calculations tab such that users can make their own extrapolations if they wish.
5. The phrase ‘market value of scheme assets’ refers to the fact that not all assets held by schemes have an inherent cash value (for example, property) and therefore the reported figure is based on the most recently available valuation of any such assets.
6. The regulator operates a different scheme return for micro DC schemes (schemes with fewer than 12 members), with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
7. Any figures of 5 or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.

Table 3.1: Assets by scheme size (reported)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	£1,122,000,000	£4,108,000,000	£5,872,000,000	£11,040,000,000	£22,142,000,000
31/12/2012	£1,020,000,000	£3,821,000,000	£5,904,000,000	£12,087,000,000	£22,831,000,000
31/12/2013	£1,759,000,000	£3,808,000,000	£6,092,000,000	£14,812,000,000	£26,470,000,000
31/12/2014	£879,000,000	£3,776,000,000	£6,684,000,000	£15,687,000,000	£27,025,000,000
31/12/2015	£883,000,000	£3,436,000,000	£6,398,000,000	£22,902,000,000	£33,619,000,000
31/12/2016	£884,000,000	£3,742,000,000	£6,728,000,000	£28,095,000,000	£39,449,000,000
31/12/2017	£780,000,000	£2,985,000,000	£7,099,000,000	£37,266,000,000	£48,130,000,000
31/12/2018	£668,000,000	£3,559,000,000	£6,953,000,000	£50,116,000,000	£61,297,000,000
31/12/2019	£559,000,000	£2,433,000,000	£6,948,000,000	£61,312,000,000	£71,252,000,000
31/12/2020	£493,000,000	£2,310,000,000	£7,272,000,000	£77,382,000,000	£87,458,000,000
31/12/2021	£417,000,000	£1,893,000,000	£5,788,000,000	£105,449,000,000	£113,548,000,000
31/12/2022	£336,000,000	£1,952,000,000	£5,752,000,000	£134,985,000,000	£143,025,000,000
31/12/2023	£277,000,000	£1,556,000,000	£4,413,000,000	£152,066,000,000	£158,313,000,000

Table 3.2: Assets by scheme status (reported)

Date	Open to new joiners and future service	Closed to new joiners, open to future service	Closed to new joiners and future service	Winding Up	Total
31/12/2011	£17,726,000,000	£1,985,000,000	£850,000,000	£1,582,000,000	£22,142,000,000
31/12/2012	£19,829,000,000	£1,776,000,000	£849,000,000	£377,000,000	£22,831,000,000
31/12/2013	£21,714,000,000	£2,819,000,000	£632,000,000	£1,305,000,000	£26,470,000,000
31/12/2014	£20,956,000,000	£4,336,000,000	£778,000,000	£955,000,000	£27,025,000,000
31/12/2015	£29,795,000,000	£2,228,000,000	£914,000,000	£681,000,000	£33,619,000,000
31/12/2016	£35,275,000,000	£2,841,000,000	£819,000,000	£514,000,000	£39,449,000,000
31/12/2017	£43,481,000,000	£2,387,000,000	£1,642,000,000	£620,000,000	£48,130,000,000
31/12/2018	£53,310,000,000	£5,904,000,000	£717,000,000	£1,367,000,000	£61,297,000,000
31/12/2019	£64,374,000,000	£5,234,000,000	£575,000,000	£1,068,000,000	£71,252,000,000
31/12/2020	£80,471,000,000	£4,925,000,000	£1,159,000,000	£903,000,000	£87,458,000,000
31/12/2021	£107,505,000,000	£4,016,000,000	£1,495,000,000	£531,000,000	£113,548,000,000
31/12/2022	£136,586,000,000	£3,777,000,000	£710,000,000	£1,951,000,000	£143,025,000,000
31/12/2023	£152,326,000,000	£4,341,000,000	£672,000,000	£973,000,000	£158,313,000,000

Table 3.3: Contributions by scheme size (reported)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	£52,000,000	£353,000,000	£544,000,000	£980,000,000	£1,928,000,000
31/12/2012	£44,000,000	£297,000,000	£621,000,000	£1,129,000,000	£2,092,000,000
31/12/2013	£41,000,000	£312,000,000	£634,000,000	£1,479,000,000	£2,466,000,000
31/12/2014	£32,000,000	£267,000,000	£589,000,000	£1,982,000,000	£2,870,000,000
31/12/2015	£26,000,000	£230,000,000	£573,000,000	£2,804,000,000	£3,633,000,000
31/12/2016	£20,000,000	£216,000,000	£613,000,000	£3,602,000,000	£4,452,000,000
31/12/2017	£16,000,000	£184,000,000	£623,000,000	£4,543,000,000	£5,366,000,000
31/12/2018	£11,000,000	£160,000,000	£565,000,000	£5,992,000,000	£6,728,000,000
31/12/2019	£9,000,000	£161,000,000	£614,000,000	£9,660,000,000	£10,444,000,000
31/12/2020	£8,000,000	£137,000,000	£603,000,000	£14,018,000,000	£14,766,000,000
31/12/2021	£7,000,000	£114,000,000	£474,000,000	£14,688,000,000	£15,283,000,000
31/12/2022	£6,000,000	£85,000,000	£448,000,000	£17,367,000,000	£17,906,000,000
31/12/2023	£5,000,000	£72,000,000	£325,000,000	£20,084,000,000	£20,486,000,000

Table 3.4: Leaving amounts by scheme size (reported) as of 31/12/2023

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired amount	£6,000,000	£15,000,000	£20,000,000	£1,204,000,000	£1,245,000,000
Transferred amount	£14,000,000	£125,000,000	£245,000,000	£3,584,000,000	£3,968,000,000
Other reason amount	£1,000,000	£4,000,000	£7,000,000	£358,000,000	£370,000,000

Table 3.5: Leaving amounts by scheme status (reported) as of 31/12/2023

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Retired amount	£1,134,000,000	£100,000,000	£8,000,000	£3,000,000	£1,245,000,000
Transferred amount	£3,724,000,000	£168,000,000	£36,000,000	£39,000,000	£3,968,000,000
Other reason amount	£354,000,000	£12,000,000	£2,000,000	£3,000,000	£370,000,000

Table 3.6: Transfer in amounts by scheme size (reported)

Date	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2015	£34,000,000	£11,000,000	£69,000,000	£745,000,000	£859,000,000
31/12/2016	£32,000,000	£32,000,000	£62,000,000	£535,000,000	£660,000,000
31/12/2017	£36,000,000	£22,000,000	£78,000,000	£1,941,000,000	£2,077,000,000
31/12/2018	£6,000,000	£18,000,000	£56,000,000	£5,422,000,000	£5,501,000,000
31/12/2019	£2,000,000	£21,000,000	£145,000,000	£3,861,000,000	£4,029,000,000
31/12/2020	£5,000,000	£7,000,000	£217,000,000	£3,460,000,000	£3,689,000,000
31/12/2021	£1,000,000	£6,000,000	£45,000,000	£8,572,000,000	£8,624,000,000
31/12/2022	£1,000,000	£5,000,000	£29,000,000	£8,973,000,000	£9,008,000,000
31/12/2023	£1,000,000	£3,000,000	£308,000,000	£6,463,000,000	£6,775,000,000

Calculations (historical data)

Table 3.7: Market value of scheme assets by size (reported) for 31/12/2011

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£1,122,000,000	£4,108,000,000	£5,872,000,000	£11,040,000,000	£22,142,000,000
Members in schemes who have reported assets	49,000	171,000	289,000	723,000	1,232,000
Total members	62,000	183,000	311,000	730,000	1,287,000

Table 3.8: Market value of scheme assets by size (reported) for 31/12/2012

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£1,020,000,000	£3,821,000,000	£5,904,000,000	£12,087,000,000	£22,831,000,000
Members in schemes who have reported assets	45,000	153,000	276,000	743,000	1,217,000
Total members	52,000	169,000	296,000	750,000	1,268,000

Table 3.9: Market value of scheme assets by size (reported) for 31/12/2013

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£1,759,000,000	£3,808,000,000	£6,092,000,000	£14,812,000,000	£26,470,000,000
Members in schemes who have reported assets	42,000	140,000	271,000	949,000	1,402,000
Total members	49,000	151,000	279,000	1,082,000	1,560,000

Table 3.10: Market value of scheme assets by size (reported) for 31/12/2014

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£879,000,000	£3,776,000,000	£6,684,000,000	£15,687,000,000	£27,025,000,000
Members in schemes who have reported assets	37,000	127,000	263,000	3,034,000	3,460,000
Total members	48,000	139,000	275,000	3,071,000	3,532,000

Table 3.11: Market value of scheme assets by size (reported) for 31/12/2015

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£883,000,000	£3,436,000,000	£6,398,000,000	£22,902,000,000	£33,619,000,000
Members in schemes who have reported assets	37,000	114,000	267,000	5,103,000	5,520,000
Total members	44,000	123,000	295,000	5,140,000	5,601,000

Table 3.12: Market value of scheme assets by size (reported) for 31/12/2016

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£884,000,000	£3,742,000,000	£6,728,000,000	£28,095,000,000	£39,449,000,000
Members in schemes who have reported assets	32,000	100,000	255,000	7,936,000	8,322,000
Total members	39,000	106,000	278,000	7,974,000	8,398,000

Table 3.13: Market value of scheme assets by size (reported) for 31/12/2017

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£780,000,000	£2,985,000,000	£7,099,000,000	£37,266,000,000	£48,130,000,000
Members in schemes who have reported assets	29,000	90,000	254,000	10,879,000	11,252,000
Total members	31,000	95,000	271,000	10,879,000	11,277,000

Table 3.14: Market value of scheme assets by size (reported) for 31/12/2018

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£668,000,000	£3,559,000,000	£6,953,000,000	£50,116,000,000	£61,297,000,000
Members in schemes who have reported assets	25,000	81,000	228,000	14,915,000	15,249,000
Total members	27,000	86,000	238,000	14,938,000	15,288,000

Table 3.15: Market value of scheme assets by size (reported) for 31/12/2019

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£559,000,000	£2,433,000,000	£6,948,000,000	£61,312,000,000	£71,252,000,000
Members in schemes who have reported assets	22,000	62,000	220,000	17,724,000	18,028,000
Total members	23,000	68,000	226,000	17,775,000	18,092,000

Table 3.16: Market value of scheme assets by size (reported) for 31/12/2020

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£493,000,000	£2,310,000,000	£7,272,000,000	£77,382,000,000	£87,458,000,000
Members in schemes who have reported assets	19,000	52,000	216,000	19,850,000	20,136,000
Total members	21,000	56,000	216,000	19,863,000	20,156,000

Table 3.17: Market value of scheme assets by size (reported) for 31/12/2021

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£417,000,000	£1,893,000,000	£5,788,000,000	£105,449,000,000	£113,548,000,000
Members in schemes who have reported assets	17,000	42,000	162,000	21,555,000	21,776,000
Total members	18,000	46,000	165,000	21,555,000	21,784,000

Table 3.18: Market value of scheme assets by size (reported) for 31/12/2022

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£336,000,000	£1,952,000,000	£5,752,000,000	£134,985,000,000	£143,025,000,000
Members in schemes who have reported assets	15,000	38,000	128,000	24,529,000	24,711,000
Total members	16,000	40,000	131,000	24,167,000	24,354,000

Table 3.19: Market value of scheme assets by size (reported) for 31/12/2023

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£277,000,000	£1,556,000,000	£4,413,000,000	£152,066,000,000	£158,313,000,000
Members in schemes who have reported assets	13,000	33,000	99,000	26,921,000	27,065,000
Total members	14,000	34,000	102,000	26,931,000	27,081,000

Table 3.20: Market value of scheme assets by status (reported) for 31/12/2011

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£17,726,000,000	£1,985,000,000	£850,000,000	£1,582,000,000	£22,142,000,000
Members in schemes who have reported assets	932,000	167,000	71,000	62,000	1,232,000
Total members	971,000	170,000	76,000	70,000	1,287,000

Table 3.21: Market value of scheme assets by status (reported) for 31/12/2012

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£19,829,000,000	£1,776,000,000	£849,000,000	£377,000,000	£22,831,000,000
Members in schemes who have reported assets	977,000	144,000	62,000	34,000	1,217,000
Total members	1,010,000	147,000	66,000	44,000	1,268,000

Table 3.22: Market value of scheme assets by status (reported) for 31/12/2013

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£21,714,000,000	£2,819,000,000	£632,000,000	£1,305,000,000	£26,470,000,000
Members in schemes who have reported assets	1,139,000	149,000	45,000	68,000	1,402,000
Total members	1,292,000	151,000	48,000	69,000	1,560,000

Table 3.23: Market value of scheme assets by status (reported) for 31/12/2014

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£20,956,000,000	£4,336,000,000	£778,000,000	£955,000,000	£27,025,000,000
Members in schemes who have reported assets	3,052,000	310,000	46,000	53,000	3,460,000
Total members	3,111,000	320,000	48,000	54,000	3,532,000

Table 3.24: Market value of scheme assets by status (reported) for 31/12/2015

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£29,795,000,000	£2,228,000,000	£914,000,000	£681,000,000	£33,619,000,000
Members in schemes who have reported assets	5,261,000	171,000	52,000	36,000	5,520,000
Total members	5,333,000	175,000	52,000	40,000	5,601,000

Table 3.25: Market value of scheme assets by status (reported) for 31/12/2016

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£35,275,000,000	£2,841,000,000	£819,000,000	£514,000,000	£39,449,000,000
Members in schemes who have reported assets	8,087,000	169,000	49,000	18,000	8,322,000
Total members	8,159,000	171,000	49,000	19,000	8,398,000

Table 3.26: Market value of scheme assets by status (reported) for 31/12/2017

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£43,481,000,000	£2,387,000,000	£1,642,000,000	£620,000,000	£48,130,000,000
Members in schemes who have reported assets	10,977,000	178,000	70,000	27,000	11,252,000
Total members	10,994,000	180,000	73,000	30,000	11,277,000

Table 3.27: Market value of scheme assets by status (reported) for 31/12/2018

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£53,310,000,000	£5,904,000,000	£717,000,000	£1,367,000,000	£61,297,000,000
Members in schemes who have reported assets	14,895,000	236,000	38,000	80,000	15,249,000
Total members	14,930,000	237,000	40,000	81,000	15,288,000

Table 3.28: Market value of scheme assets by status (reported) for 31/12/2019

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£64,374,000,000	£5,234,000,000	£575,000,000	£1,068,000,000	£71,252,000,000
Members in schemes who have reported assets	17,700,000	223,000	31,000	74,000	18,028,000
Total members	17,760,000	225,000	33,000	75,000	18,092,000

Table 3.29: Market value of scheme assets by status (reported) for 31/12/2020

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£80,471,000,000	£4,925,000,000	£1,159,000,000	£903,000,000	£87,458,000,000
Members in schemes who have reported assets	19,753,000	220,000	80,000	83,000	20,136,000
Total members	19,770,000	221,000	81,000	84,000	20,156,000

Table 3.30: Market value of scheme assets by status (reported) for 31/12/2021

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£107,505,000,000	£4,016,000,000	£1,495,000,000	£531,000,000	£113,548,000,000
Members in schemes who have reported assets	21,551,000	121,000	70,000	34,000	21,776,000
Total members	21,557,000	122,000	70,000	35,000	21,784,000

Table 3.31: Market value of scheme assets by status (reported) for 31/12/2022

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£136,586,000,000	£3,777,000,000	£710,000,000	£1,951,000,000	£143,025,000,000
Members in schemes who have reported assets	24,505,000	104,000	45,000	58,000	24,711,000
Total members	24,142,000	105,000	46,000	61,000	24,354,000

Table 3.32: Market value of scheme assets by status (reported) for 31/12/2023

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Reported assets	£152,326,000,000	£4,341,000,000	£672,000,000	£973,000,000	£158,313,000,000
Members in schemes who have reported assets	26,624,000	242,000	69,000	131,000	27,065,000
Total members	26,635,000	243,000	70,000	133,000	27,081,000

Table 3.33: Contributions by size (reported) for 31/12/2011

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£52,000,000	£353,000,000	£544,000,000	£980,000,000	£1,928,000,000
Active members in schemes who have reported contributions	13,000	68,000	132,000	275,000	488,000
Total active members	15,000	67,000	132,000	281,000	496,000

Table 3.34: Contributions by size (reported) for 31/12/2012

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£44,000,000	£297,000,000	£621,000,000	£1,129,000,000	£2,092,000,000
Active members in schemes who have reported contributions	11,000	60,000	126,000	305,000	502,000
Total active members	13,000	65,000	128,000	312,000	518,000

Table 3.35: Contributions by size (reported) for 31/12/2013

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£41,000,000	£312,000,000	£634,000,000	£1,479,000,000	£2,466,000,000
Active members in schemes who have reported contributions	11,000	58,000	120,000	473,000	662,000
Total active members	13,000	59,000	119,000	596,000	787,000

Table 3.36: Contributions by size (reported) for 31/12/2014

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£32,000,000	£267,000,000	£589,000,000	£1,982,000,000	£2,870,000,000
Active members in schemes who have reported contributions	9,000	49,000	126,000	2,296,000	2,480,000
Total active members	16,000	54,000	128,000	2,327,000	2,525,000

Table 3.37: Contributions by size (reported) for 31/12/2015

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£26,000,000	£230,000,000	£573,000,000	£2,804,000,000	£3,633,000,000
Active members in schemes who have reported contributions	8,000	47,000	137,000	3,572,000	3,764,000
Total active members	12,000	52,000	155,000	3,606,000	3,825,000

Table 3.38: Contributions by size (reported) for 31/12/2016

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£20,000,000	£216,000,000	£613,000,000	£3,602,000,000	£4,452,000,000
Active members in schemes who have reported contributions	6,000	41,000	137,000	4,859,000	5,042,000
Total active members	10,000	45,000	152,000	4,896,000	5,102,000

Table 3.39: Contributions by size (reported) for 31/12/2017

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£16,000,000	£184,000,000	£623,000,000	£4,543,000,000	£5,366,000,000
Active members in schemes who have reported contributions	5,000	35,000	132,000	6,559,000	6,731,000
Total active members	5,000	35,000	137,000	6,540,000	6,718,000

Table 3.40: Contributions by size (reported) for 31/12/2018

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£11,000,000	£160,000,000	£565,000,000	£5,992,000,000	£6,728,000,000
Active members in schemes who have reported contributions	3,000	29,000	119,000	8,293,000	8,444,000
Total active members	3,000	28,000	117,000	8,277,000	8,425,000

Table 3.41: Contributions by size (reported) for 31/12/2019

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£9,000,000	£161,000,000	£614,000,000	£9,660,000,000	£10,444,000,000
Active members in schemes who have reported contributions	3,000	25,000	108,000	9,091,000	9,226,000
Total active members	3,000	24,000	108,000	9,090,000	9,224,000

Table 3.42: Contributions by size (reported) for 31/12/2020

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£8,000,000	£137,000,000	£603,000,000	£14,018,000,000	£14,766,000,000
Active members in schemes who have reported contributions	2,000	19,000	100,000	9,377,000	9,497,000
Total active members	2,000	18,000	94,000	9,352,000	9,466,000

Table 3.43: Contributions by size (reported) for 31/12/2021

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£7,000,000	£114,000,000	£474,000,000	£14,688,000,000	£15,283,000,000
Active members in schemes who have reported contributions	2,000	14,000	72,000	9,356,000	9,444,000
Total active members	2,000	15,000	67,000	9,348,000	9,431,000

Table 3.44: Contributions by size (reported) for 31/12/2022

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£6,000,000	£85,000,000	£448,000,000	£17,367,000,000	£17,906,000,000
Active members in schemes who have reported contributions	2,000	12,000	50,000	10,384,000	10,447,000
Total active members	2,000	11,000	47,000	10,006,000	10,066,000

Table 3.45: Contributions by size (reported) for 31/12/2023

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£5,000,000	£72,000,000	£325,000,000	£20,084,000,000	£20,486,000,000
Active members in schemes who have reported contributions	1,000	9,000	41,000	10,341,000	10,393,000
Total active members	2,000	8,000	40,000	10,303,000	10,353,000

Table 3.46: Scheme leavers and financial amounts by scheme size for 31/12/2023

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired and taking benefits amount	£6,000,000	£15,000,000	£20,000,000	£1,204,000,000	£1,245,000,000
Transferred to another scheme amount	£14,000,000	£125,000,000	£245,000,000	£3,584,000,000	£3,968,000,000
Other reason amount	£1,000,000	£4,000,000	£7,000,000	£358,000,000	£370,000,000
Totals DC members (excluding hybrids)	14,000	34,000	102,000	26,931,000	27,081,000

Table 3.47: Scheme leavers and financial amounts by scheme status for 31/12/2023

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Retired and taking benefits amount	£1,134,000,000	£100,000,000	£8,000,000	£3,000,000	£1,245,000,000
Transferred to another scheme amount	£3,724,000,000	£168,000,000	£36,000,000	£39,000,000	£3,967,000,000
Other reason amount	£354,000,000	£12,000,000	£2,000,000	£3,000,000	£371,000,000
Totals DC members (excluding hybrids)	26,635,000	243,000	70,000	133,000	27,081,000

File 4: Automatic Enrolment Schemes

Notes

1. In this section and throughout, hybrids refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, e.g. DC with DB underpin), but these schemes are not covered here.
2. Tables 4.1, 4.2, 4.4, 4.5, 4.7 and 4.8 cover DC schemes with 2 or more members, excluding hybrid schemes with DC members.
3. Tables 4.3, 4.6 and 4.9 to 4.24 show DC schemes with 12 or more members but excludes hybrid schemes with DC members.
4. Figures in total columns may not equal the sum of figures in sub columns due to rounding. Scheme numbers are rounded to the nearest ten, financial amounts are rounded to the nearest £1,000,000, and membership figures are rounded to the nearest 1,000. Please note, where fields are calculated rounding is applied after totals have been derived.
5. Number of reported pensioner members are not shown here, though reported pensioner members are included in the total memberships figure. Please see the accompanying text document for a fuller explanation of this.
6. Please see accompanying descriptive text for definitions of governance structures (shown in table 4.3 and 4.6) and methodology for identifying them.
7. The regulator operates a different scheme return for micro DC schemes, with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
8. Any figures of 5 or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.
9. Please see accompanying text document for methodology for identifying a scheme’s AE status.

Table 4.1: Number of schemes by size (excludes hybrid schemes)

	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	180	20	40	30	60	340
Not being used for AE	25,020	380	60	10	10	25,470
Total	25,210	400	90	40	70	25,800

Table 4.2: Number of schemes by status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Being used for AE	150	100	70	20	340
Not being used for AE	7,220	7,630	10,240	380	25,470
Total	7,370	7,730	10,310	390	25,800

Table 4.3: Number of schemes by Governance Structure (excludes hybrid and micro schemes)

	Master trust	Bundled	Unbundled	Unknown	Total
Being used for AE	30	40	90	**	150
Not being used for AE	**	200	230	10	450
Total	30	240	320	10	600

Table 4.4: Membership by scheme size (excludes hybrid schemes)

	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	1,000	1,000	18,000	77,000	26,861,000	26,957,000
Not being used for AE	71,000	13,000	16,000	25,000	70,000	196,000
Total	71,000	14,000	34,000	102,000	26,931,000	27,153,000

Table 4.5: Membership by scheme status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Being used for AE	26,570,000	211,000	52,000	124,000	26,957,000
Not being used for AE	87,000	53,000	45,000	11,000	196,000
Total	26,657,000	264,000	97,000	135,000	27,153,000

Table 4.6: Membership by Governance Structure (excludes hybrid and micro schemes)

	Master trust	Bundled	Unbundled	Unknown	Total
Being used for AE	25,881,000	368,000	708,000	^^	26,956,000
Not being used for AE	5,000	18,000	90,000	11,000	125,000
Total	25,886,000	386,000	798,000	11,000	27,081,000

Table 4.7: Active members by scheme size (excludes hybrid schemes)

	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	0	0	5,000	34,000	10,274,000	10,314,000
Not being used for AE	24,000	1,000	3,000	6,000	29,000	63,000
Total	25,000	2,000	8,000	40,000	10,303,000	10,377,000

Table 4.8: Deferred members by scheme size (excludes hybrid schemes)

	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	^^	1,000	12,000	42,000	16,569,000	16,624,000
Not being used for AE	29,000	11,000	13,000	19,000	41,000	114,000
Total	29,000	12,000	25,000	61,000	16,610,000	16,738,000

Table 4.9: Reported assets by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£21,000,000	£942,000,000	£3,492,000,000	£149,376,000,000	£153,831,000,000
Not being used for AE	£256,000,000	£614,000,000	£921,000,000	£2,690,000,000	£4,482,000,000
Total	£277,000,000	£1,556,000,000	£4,413,000,000	£152,066,000,000	£158,313,000,000

Table 4.10: Reported assets by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Being used for AE	£149,306,000,000	£3,396,000,000	£287,000,000	£841,000,000	£153,831,000,000
Not being used for AE	£3,019,000,000	£945,000,000	£385,000,000	£132,000,000	£4,482,000,000
Total	£152,326,000,000	£4,341,000,000	£672,000,000	£973,000,000	£158,313,000,000

Table 4.11: Reported employer contribution by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£1,000,000	£46,000,000	£239,000,000	£13,260,000,000	£13,546,000,000
Not being used for AE	£2,000,000	£14,000,000	£29,000,000	£152,000,000	£197,000,000
Total	£3,000,000	£60,000,000	£268,000,000	£13,412,000,000	£13,743,000,000

Table 4.12: Reported employee contribution by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£0	£8,000,000	£45,000,000	£6,665,000,000	£6,719,000,000
Not being used for AE	£2,000,000	£4,000,000	£12,000,000	£7,000,000	£25,000,000
Total	£2,000,000	£12,000,000	£57,000,000	£6,672,000,000	£6,743,000,000

Table 4.13: Total members retiring by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	^^	^^	1,000	221,000	221,000
Not being used for AE	^^	^^	^^	^^	1,000
Total	^^	^^	1,000	221,000	222,000

Table 4.14: Total members retiring by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Being used for AE	218,000	3,000	^^	^^	221,000
Not being used for AE	^^	^^	^^	^^	1,000
Total	218,000	3,000	1,000	^^	222,000

Table 4.15: Total amounts retiring by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£0	£6,000,000	£15,000,000	£1,193,000,000	£1,214,000,000
Not being used for AE	£6,000,000	£9,000,000	£5,000,000	£10,000,000	£31,000,000
Total	£6,000,000	£15,000,000	£20,000,000	£1,204,000,000	£1,245,000,000

Table 4.16: Total amounts retiring by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Being used for AE	£1,125,000,000	£86,000,000	£2,000,000	£1,000,000	£1,214,000,000
Not being used for AE	£9,000,000	£15,000,000	£6,000,000	£2,000,000	£31,000,000
Total	£1,134,000,000	£100,000,000	£8,000,000	£3,000,000	£1,245,000,000

Table 4.17: Total members transferring by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	^^	1,000	4,000	272,000	277,000
Not being used for AE	^^	^^	^^	1,000	2,000
Total	^^	2,000	4,000	274,000	279,000

Table 4.18: Total members transferring by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Being used for AE	273,000	3,000	^^	1,000	277,000
Not being used for AE	1,000	^^	^^	^^	2,000
Total	274,000	3,000	1,000	1,000	279,000

Table 4.19: Total amounts transferring by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£2,000,000	£96,000,000	£201,000,000	£3,513,000,000	£3,813,000,000
Not being used for AE	£12,000,000	£28,000,000	£43,000,000	£71,000,000	£155,000,000
Total	£14,000,000	£125,000,000	£245,000,000	£3,584,000,000	£3,968,000,000

Table 4.20: Total amounts transferring by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Being used for AE	£3,639,000,000	£133,000,000	£19,000,000	£22,000,000	£3,813,000,000
Not being used for AE	£86,000,000	£36,000,000	£17,000,000	£16,000,000	£155,000,000
Total	£3,724,000,000	£168,000,000	£36,000,000	£39,000,000	£3,968,000,000

Table 4.21: Total other leavers by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	^^	^^	^^	43,000	43,000
Not being used for AE	^^	^^	^^	1,000	2,000
Total	^^	^^	1,000	44,000	45,000

Table 4.22: Total other leavers by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Being used for AE	41,000	^^	1,000	^^	43,000
Not being used for AE	2,000	^^	^^	^^	2,000
Total	43,000	1,000	1,000	^^	45,000

Table 4.23: Total other leavers amounts by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£0	£2,000,000	£7,000,000	£354,000,000	£362,000,000
Not being used for AE	£1,000,000	£2,000,000	£0	£4,000,000	£8,000,000
Total	£1,000,000	£4,000,000	£7,000,000	£358,000,000	£370,000,000

Table 4.24: Total other leavers amounts by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding Up	Total
Being used for AE	£350,000,000	£10,000,000	£1,000,000	£2,000,000	£362,000,000
Not being used for AE	£4,000,000	£3,000,000	£1,000,000	##	£8,000,000
Total	£354,000,000	£12,000,000	£2,000,000	£3,000,000	£370,000,000

File 5: Micro Schemes

Notes

1. In this section and throughout, hybrids refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, e.g. DC with DB underpin), but these schemes are not covered here.
2. All tables show DC schemes with two to 11 members but exclude hybrid schemes with DC members.
3. Figures in total columns may not equal the sum of figures in sub columns due to rounding. Scheme numbers are rounded to the nearest ten, financial amounts are rounded to the nearest £1,000,000, and membership figures are rounded to the nearest 1,000. Please note, where fields are calculated rounding is applied after totals have been derived.
4. The regulator operates a different scheme return for micro DC schemes, with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
5. Any figures of 5 or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.
6. Please see accompanying descriptive text for definitions of RSS and EPP schemes (shown in Table 5.3 to 5.8) and methodology for identifying them.

Table 5.1: Number of schemes by status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners and/or future service	Winding Up	Total
31/12/2011	30,060	7,750	1,410	39,220
31/12/2012	28,050	7,360	990	36,390
31/12/2013	27,520	7,170	860	35,560
31/12/2014	26,940	6,670	730	34,350
31/12/2015	26,060	6,190	640	32,880
31/12/2016	23,230	8,190	580	32,000
31/12/2017	18,850	11,150	530	30,530
31/12/2018	16,640	12,180	520	29,340
31/12/2019	15,910	11,440	410	27,760
31/12/2020	8,270	18,090	350	26,720
31/12/2021	7,790	18,140	340	26,260
31/12/2022	7,390	17,970	340	25,700
31/12/2023	7,220	17,650	340	25,210

Table 5.2: Membership by scheme status (excludes hybrid schemes)

Date	Open to new joiners and future service	Closed to new joiners and/or future service	Winding Up	Total
31/12/2011	86,000	24,000	5,000	115,000
31/12/2012	80,000	23,000	3,000	106,000
31/12/2013	77,000	22,000	3,000	102,000
31/12/2014	76,000	20,000	2,000	99,000
31/12/2015	73,000	19,000	2,000	95,000
31/12/2016	64,000	25,000	2,000	91,000
31/12/2017	54,000	32,000	2,000	87,000
31/12/2018	48,000	35,000	2,000	84,000
31/12/2019	45,000	32,000	1,000	79,000
31/12/2020	25,000	51,000	1,000	76,000
31/12/2021	23,000	50,000	1,000	75,000
31/12/2022	22,000	49,000	1,000	73,000
31/12/2023	22,000	49,000	1,000	71,000

RSS and EPP schemes

Table 5.3: Number of schemes split by RSS and EPP status as of 31/12/2023 (excludes hybrid schemes)

	EPP	Non-EPP	Unknown	Total
RSS	**	**	20,530	20,530
Non-RSS	450	690	90	1,220
Unknown	380	20	3,050	3,450
Grand total	830	710	23,670	25,210

Table 5.4: Membership split by RSS and EPP status as of 31/12/2023 (excludes hybrid schemes)

	EPP	Non-EPP	Unknown	Total
RSS	^^	^^	58,000	58,000
Non-RSS	1,000	3,000	^^	5,000
Unknown	1,000	^^	8,000	9,000
Grand total	2,000	3,000	66,000	71,000

Table 5.5: Number of schemes split by RSS and scheme status as of 31/12/2023 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and/or future service	Winding up	Total
RSS	5,030	15,380	130	20,530
Non-RSS	120	1,000	100	1,220
Unknown	2,080	1,270	110	3,450
Grand total	7,220	17,650	340	25,210

Table 5.6: Membership split by RSS and scheme status as of 31/12/2023 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and/or future service	Winding up	Total
RSS	16,000	42,000	^^	58,000
Non-RSS	1,000	4,000	^^	5,000
Unknown	5,000	3,000	^^	9,000
Grand total	22,000	49,000	1,000	71,000

Table 5.7: Number of schemes split by EPP and scheme status as of 31/12/2023 (excludes RSS & hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and/or future service	Winding up	Total
EPP	120	670	40	830
Non-EPP	70	550	80	710
Unknown	2,000	1,050	90	3,140
Grand total	2,190	2,270	210	4,670

Table 5.8: Membership split by EPP and scheme status as of 31/12/2023 (excludes RSS & hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and/or future service	Winding up	Total
EPP	^^	2,000	^^	2,000
Non-EPP	^^	3,000	^^	3,000
Unknown	5,000	3,000	^^	8,000
Grand total	6,000	7,000	1,000	14,000

File 6: Effective Date information

Notes

1. In this section and throughout, hybrids refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, e.g. DC with DB underpin), but these schemes are not covered here.
2. Tables 6.1 and 6.3 to 6.41 cover DC schemes with 12 or more members (the Membership information also including hybrid schemes with DC members).
3. Tables 6.2 and 6.42 to 6.54 cover micro DC schemes with fewer than 12 members.
4. The regulator operates a different scheme return for micro DC schemes, with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
5. Any figures of 5 or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.

Table 6.1: Non micro schemes effective dates information as of 31/12/2023

	Pre-2021	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q3
Membership information effective date (by schemes)	30	20	160	50	140	210	140	40	90	190	1
Membership information effective date (by memberships)	5,000	1,000	395,000	279,000	383,000	669,000	1,882,000	288,000	769,000	24,097,000	10,000
Asset information effective dates (by schemes)	40	20	20	10	10	40	140	40	90	180	0
Asset information effective dates (by assets)	34,000,000	7,000,000	76,000,000	174,000,000	49,000,000	719,000,000	29,034,000,000	4,780,000,000	24,985,000,000	98,586,000,000	0
Contribution information effective dates (by schemes)	40	20	20	10	10	50	140	40	90	190	0
Contribution information effective dates (by contributions)	1,000,000	0	0	15,000,000	0	25,000,000	2,529,000,000	545,000,000	1,881,000,000	15,490,000,000	0

Table 6.2: Micro schemes effective dates information as of 31/12/2023

	Pre-2019	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2	2023 Q3	2023 Q4
Membership information effective date (by schemes)	2,050	120	280	160	180	450	2,850	480	640	1,880	3,920	660	930	2,170	4,470	700	880	2,030	150	140	90
Membership information effective date (by memberships)	5,000	339	1,000	429	421	1,000	8,000	1,000	2,000	6,000	13,000	2,000	3,000	7,000	11,000	2,000	2,000	5,000	379	343	214

Non-Micro schemes (historical data)

Table 6.3: Membership information effective date as of 31/12/2011 (includes hybrid schemes)

	Pre-2009	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4
Number of schemes	270	70	330	110	250	570	510	230	420	880	10	10	10
Membership	10,000	10,000	185,000	87,000	247,000	392,000	384,000	124,000	418,000	392,000	5,000	203	87

Table 6.4: Membership information effective date as of 31/12/2012 (includes hybrid schemes)

	Pre-2010	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4
Number of schemes	80	10	280	100	220	490	500	210	410	910	20	20	4
Membership	9,000	174	185,000	75,000	245,000	327,000	364,000	152,000	415,000	479,000	5,000	9,000	1,000

Table 6.5: Membership information effective date as of 31/12/2013 (includes hybrid schemes)

	Pre-2011	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4
Number of schemes	50	20	340	110	260	580	410	210	350	740	10	10	10
Membership	2,000	2,000	216,000	103,000	317,000	522,000	357,000	155,000	396,000	540,000	1,000	167	4,000

Table 6.6: Membership information effective date as of 31/12/2014 (includes hybrid schemes)

	Pre-2012	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4
Number of schemes	60	30	270	90	240	440	410	180	340	740	70	40	10
Membership	3,000	1,000	219,000	74,000	287,000	396,000	445,000	169,000	429,000	2,591,000	42,000	10,000	1,000

Table 6.7: Membership information effective date as of 31/12/2015 (includes hybrid schemes)

	Pre-2013	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4
Number of schemes	60	20	310	90	250	510	380	210	300	600	4	10	1
Membership	2,000	1,000	298,000	140,000	334,000	878,000	490,000	184,000	510,000	4,081,000	4,000	4,000	4,000

Table 6.8: Membership information effective date as of 31/12/2016 (includes hybrid schemes)

	Pre-2014	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3
Number of schemes	60	30	330	120	260	440	320	130	260	530	10	1
Membership	2,000	1,000	339,000	178,000	300,000	753,000	487,000	206,000	606,000	6,911,000	36,000	1,000

Table 6.9: Membership information effective date as of 31/12/2017 (includes hybrid schemes)

	Pre-2015	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4
Number of schemes	70	10	260	70	230	420	300	120	250	450	1	1	2
Membership	4,000	4,000	308,000	136,000	277,000	719,000	519,000	213,000	736,000	9,705,000	14	1,000	1,000

Table 6.10: Membership information effective date as of 31/12/2018 (includes hybrid schemes)

	Pre-2016	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4
Number of schemes	60	10	240	80	220	350	270	100	210	430	1	3	1
Membership	3,000	316	236,000	211,000	363,000	853,000	610,000	230,000	712,000	13,475,000	34	60,000	14,000

Table 6.11: Membership information effective date as of 31/12/2019 (includes hybrid schemes)

	Pre-2017	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4
Number of schemes	50	20	210	60	200	330	250	90	170	360	1	2	2
Membership	2,000	1,000	293,000	217,000	402,000	833,000	812,000	240,000	846,000	15,969,000	339	429	452

Table 6.12: Membership information effective date as of 31/12/2020 (includes hybrid schemes)

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3
Number of schemes	40	20	200	60	200	320	210	80	140	280	1	2
Membership	2,000	1,000	300,000	254,000	472,000	958,000	933,000	242,000	831,000	17,728,000	2,000	99

Table 6.13: Membership information effective date as of 31/12/2021 (includes hybrid schemes)

	Pre-2019	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2
Number of schemes	30	20	190	60	180	300	170	70	110	240	1
Membership	2,000	6,000	353,000	260,000	384,000	741,000	1,346,000	291,000	891,000	19,137,000	2,000

Table 6.14: Membership information effective date as of 31/12/2022 (includes hybrid schemes)

	Pre-2020	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q4
Number of schemes	30	20	160	50	150	240	170	60	100	240	1	1
Membership	3,000	1,000	371,000	268,000	368,000	654,000	1,597,000	281,000	724,000	21,739,000	1,000	319

Table 6.15: Membership information effective date as of 31/12/2023 (includes hybrid schemes)

	Pre-2021	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q3
Number of schemes	30	20	160	50	140	210	140	40	90	190	1
Membership	5,000	1,000	395,000	279,000	383,000	669,000	1,882,000	288,000	769,000	24,097,000	10,000

Table 6.16: Asset information effective date as of 31/12/2011

	Pre-2009	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4
Number of schemes	190	50	60	30	40	180	410	190	350	440	270	170	30
Assets	618,000,000	173,000,000	173,000,000	16,000,000	112,000,000	1,867,000,000	3,702,000,000	1,375,000,000	10,250,000,000	2,372,000,000	1,870,000,000	216,000,000	16,000,000

Table 6.17: Asset information effective date as of 31/12/2012

	Pre-2010	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4
Number of schemes	130	20	30	20	30	130	320	190	320	470	280	180	30
Assets	455,000,000	15,000,000	34,000,000	10,000,000	178,000,000	1,326,000,000	3,885,000,000	1,476,000,000	9,453,000,000	4,136,000,000	2,088,000,000	190,000,000	39,000,000

Table 6.18: Asset information effective date as of 31/12/2013

	Pre-2011	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4
Number of schemes	100	20	30	20	30	150	340	200	300	460	250	110	10
Assets	95,000,000	113,000,000	57,000,000	798,000,000	332,000,000	2,941,000,000	5,134,000,000	1,736,000,000	10,911,000,000	3,039,000,000	1,042,000,000	115,000,000	252,000,000

Table 6.19: Asset information effective date as of 31/12/2014

	Pre-2012	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2
Number of schemes	50	10	40	30	40	150	370	170	300	640	1
Assets	38,000,000	53,000,000	98,000,000	25,000,000	432,000,000	1,916,000,000	5,338,000,000	2,547,000,000	9,420,000,000	7,196,000,000	1,000,000

Table 6.20: Asset information effective date as of 31/12/2015

	Pre-2013	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1
Number of schemes	40	10	60	30	40	170	320	170	270	570
Assets	216,000,000	28,000,000	154,000,000	16,000,000	63,000,000	3,247,000,000	5,545,000,000	2,636,000,000	13,409,000,000	8,520,000,000

Table 6.21: Asset information effective date as of 31/12/2016

	Pre-2014	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1
Number of schemes	60	20	40	30	30	130	310	120	260	510
Assets	33,000,000	8,000,000	115,000,000	21,000,000	50,000,000	3,997,000,000	8,076,000,000	3,004,000,000	14,036,000,000	10,143,000,000

Table 6.22: Asset information effective date as of 31/12/2017

	Pre-2015	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1
Number of schemes	70	10	40	20	40	130	280	110	230	440
Assets	44,000,000	10,000,000	837,000,000	15,000,000	92,000,000	3,270,000,000	6,714,000,000	3,629,000,000	17,295,000,000	16,269,000,000

Table 6.23: Asset information effective date as of 31/12/2018

	Pre-2016	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1
Number of schemes	70	10	30	20	30	90	260	90	210	410
Assets	192,000,000	9,000,000	78,000,000	841,000,000	70,000,000	4,123,000,000	8,905,000,000	3,010,000,000	19,575,000,000	24,686,000,000

Table 6.24: Asset information effective date as of 31/12/2019

	Pre-2017	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1
Number of schemes	50	20	20	10	20	80	240	80	170	350
Assets	144,000,000	8,000,000	1,014,000,000	58,000,000	367,000,000	3,706,000,000	8,824,000,000	3,564,000,000	18,154,000,000	35,557,000,000

Table 6.25: Asset information effective date as of 31/12/2020

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1
Number of schemes	40	20	30	20	30	80	210	70	130	280
Assets	39,000,000	7,000,000	269,000,000	450,000,000	385,000,000	4,431,000,000	11,365,000,000	3,574,000,000	21,434,000,000	45,543,000,000

Table 6.26: Asset information effective date as of 31/12/2021

	Pre-2019	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1
Number of schemes	40	20	30	10	20	90	170	60	100	230
Assets	45,000,000	232,000,000	134,000,000	19,000,000	124,000,000	2,177,000,000	16,338,000,000	4,084,000,000	23,934,000,000	66,506,000,000

Table 6.27: Asset information effective date as of 31/12/2022

	Pre-2020	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1
Number of schemes	30	20	10	4	10	60	160	60	100	230
Assets	27,000,000	15,000,000	10,000,000	17,000,000	8,000,000	308,000,000	25,038,000,000	5,131,000,000	27,615,000,000	84,882,000,000

Table 6.28: Asset information effective date as of 31/12/2023

	Pre-2021	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1
Number of schemes	40	20	20	10	10	40	140	40	90	180
Assets	34,000,000	7,000,000	76,000,000	174,000,000	49,000,000	719,000,000	29,034,000,000	4,780,000,000	24,985,000,000	98,586,000,000

Table 6.29: Contribution information effective date as of 31/12/2011

	Pre-2009	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4
Number of schemes	130	50	60	40	50	220	440	200	360	480	220	100	20
Contribution	8,000,000	13,000,000	28,000,000	1,000,000	12,000,000	201,000,000	328,000,000	180,000,000	668,000,000	378,000,000	119,000,000	2,000,000	46,475

Table 6.30: Contribution information effective date as of 31/12/2012

	Pre-2010	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4
Number of schemes	110	30	40	10	30	140	350	200	330	520	270	110	20
Contribution	12,000,000	1,000,000	1,000,000	280,383	13,000,000	143,000,000	352,000,000	206,000,000	696,000,000	481,000,000	196,000,000	3,000,000	302,731

Table 6.31: Contribution information effective date as of 31/12/2013

	Pre-2011	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4
Number of schemes	90	20	30	30	50	190	370	180	310	490	190	70	10
Contribution	1,000,000	13,000,000	6,000,000	2,000,000	30,000,000	318,000,000	531,000,000	214,000,000	868,000,000	387,000,000	96,000,000	1,000,000	311,040

Table 6.32: Contribution information effective date as of 31/12/2014

	Pre-2012	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1
Number of schemes	40	20	40	20	40	150	360	160	300	640
Contribution	1,000,000	18,000,000	12,000,000	3,000,000	25,000,000	232,000,000	467,000,000	229,000,000	788,000,000	1,100,000,000

Table 6.33: Contribution information effective date as of 31/12/2015

	Pre-2013	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1
Number of schemes	40	10	60	30	40	170	320	170	270	570
Contribution	1,000,000	1,000,000	19,000,000	323,514	5,000,000	317,000,000	504,000,000	251,000,000	1,047,000,000	1,489,000,000

Table 6.34: Contribution information effective date as of 31/12/2016

	Pre-2014	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1
Number of schemes	60	20	40	30	30	130	310	130	260	510
Contribution	1,000,000	390,273	8,000,000	496,318	2,000,000	387,000,000	521,000,000	304,000,000	1,119,000,000	2,109,000,000

Table 6.35: Contribution information effective date as of 31/12/2017

	Pre-2015	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1
Number of schemes	60	10	40	20	40	140	280	110	230	440
Contribution	1,000,000	4,000,000	89,000,000	188,167	6,000,000	348,000,000	553,000,000	295,000,000	1,308,000,000	2,763,000,000

Table 6.36: Contribution information effective date as of 31/12/2018

	Pre-2016	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1
Number of schemes	60	10	30	30	30	90	260	90	210	410
Contribution	1,000,000	25,732	4,000,000	79,000,000	3,000,000	361,000,000	716,000,000	231,000,000	1,255,000,000	4,078,000,000

Table 6.37: Contribution information effective date as of 31/12/2019

	Pre-2017	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1
Number of schemes	50	20	20	10	20	80	240	80	170	350
Contribution	499,775	33,646	166,000,000	4,000,000	21,000,000	353,000,000	764,000,000	315,000,000	1,337,000,000	7,484,000,000

Table 6.38: Contribution information effective date as of 31/12/2020

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1
Number of schemes	40	20	30	20	30	90	210	70	130	280
Contribution	353,371	300,480	31,000,000	282,557	39,000,000	706,000,000	1,150,000,000	360,000,000	1,555,000,000	10,926,000,000

Table 6.39: Contribution information effective date as of 31/12/2021

	Pre-2019	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1
Number of schemes	40	20	30	10	20	90	170	70	100	230
Contribution	1,000,000	19,000,000	9,000,000	1,000,000	6,000,000	286,000,000	1,658,000,000	359,000,000	1,617,000,000	11,329,000,000

Table 6.40: Contribution information effective date as of 31/12/2022

	Pre-2020	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1
Number of schemes	30	20	10	4	10	60	160	60	100	240
Contribution	334,268	471,145	1,000,000	1,000,000	38,831	10,000,000	2,149,000,000	411,000,000	1,731,000,000	13,603,000,000

Table 6.41: Contribution information effective date as of 31/12/2023

	Pre-2021	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1
Number of schemes	40	20	20	10	10	50	140	40	90	190
Contribution	1,000,000	366,000	130,298	15,000,000	35,484	25,000,000	2,529,000,000	545,000,000	1,881,000,000	15,490,000,000

Micro schemes (historical data)

Table 6.42: Membership information effective date as of 31/12/2011

	Pre-2007	2007 Q1	2007 Q2	2007 Q3	2007 Q4	2008 Q1	2008 Q2	2008 Q3	2008 Q4	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4
Number of schemes	4,500	630	590	360	520	1,610	1,860	950	1,200	3,780	2,710	1,060	1,520	4,760	3,950	1,500	1,920	5,180	260	170	200
Membership	12,000	2,000	2,000	1,000	1,000	5,000	6,000	3,000	4,000	13,000	10,000	4,000	6,000	18,000	8,000	3,000	4,000	12,000	1,000	456	1,000

Table 6.43: Membership information effective date as of 31/12/2012

	Pre-2008	2008 Q1	2008 Q2	2008 Q3	2008 Q4	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4
Number of schemes	3,320	590	200	190	210	760	2,520	990	1,410	4,460	3,950	1,590	2,010	5,640	2,000	960	1,240	3,440	450	270	210
Membership	9,000	2,000	1,000	1,000	1,000	3,000	9,000	4,000	5,000	17,000	9,000	4,000	5,000	13,000	6,000	3,000	4,000	11,000	1,000	1,000	1,000

Table 6.44: Membership information effective date as of 31/12/2013

	Pre-2009	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4
Number of schemes	3,380	290	300	230	280	1,050	3,620	1,390	1,780	5,080	1,950	1,010	1,270	3,680	3,220	1,070	1,460	3,740	340	300	120
Membership	9,000	1,000	1,000	1,000	1,000	3,000	8,000	3,000	4,000	12,000	6,000	3,000	4,000	12,000	11,000	4,000	5,000	13,000	1,000	1,000	287

Table 6.45: Membership information effective date as of 31/12/2014

	Pre-2010	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4
Number of schemes	3,360	430	800	520	620	1,720	1,710	820	1,070	3,250	3,190	1,110	1,520	4,010	3,770	1,100	1,280	3,410	290	250	130
Membership	9,000	1,000	2,000	1,000	1,000	4,000	5,000	2,000	3,000	11,000	11,000	4,000	5,000	14,000	9,000	3,000	3,000	8,000	1,000	1,000	351

Table 6.46: Membership information effective date as of 31/12/2015

	Pre-2011	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4
Number of schemes	3,010	440	250	190	230	810	2,790	870	1,200	3,550	4,260	1,380	1,670	4,310	2,660	920	1,090	2,620	260	240	150
Membership	8,000	1,000	1,000	1,000	1,000	3,000	10,000	3,000	4,000	13,000	10,000	3,000	4,000	10,000	8,000	3,000	3,000	8,000	1,000	1,000	385

Table 6.47: Membership information effective date as of 31/12/2016

	Pre-2012	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4
Number of schemes	3,240	430	300	180	210	760	3,750	1,050	1,390	3,850	2,660	940	1,130	2,800	3,790	930	1,160	2,960	200	180	80
Membership	8,000	1,000	1,000	1,000	1,000	2,000	8,000	2,000	3,000	9,000	8,000	3,000	3,000	9,000	13,000	3,000	4,000	10,000	1,000	439	197

Table 6.48: Membership information effective date as of 31/12/2017

	Pre-2013	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4
Number of schemes	3,040	110	200	120	150	520	2,270	630	800	2,360	3,910	1,000	1,270	3,440	4,660	1,110	1,320	3,160	210	160	100
Membership	8,000	342	484	307	372	1,000	7,000	2,000	2,000	7,000	13,000	3,000	4,000	11,000	11,000	3,000	3,000	8,000	1,000	369	245

Table 6.49: Membership information effective date as of 31/12/2018

	Pre-2014	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4
Number of schemes	2,550	110	210	100	130	590	3,530	720	980	2,920	4,680	1,150	1,430	3,390	3,000	680	900	2,000	100	100	60
Membership	7,000	303	1,000	284	366	2,000	12,000	3,000	3,000	10,000	11,000	3,000	3,000	8,000	9,000	2,000	3,000	6,000	243	246	132

Table 6.50: Membership information effective date as of 31/12/2019

	Pre-2015	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4
Number of schemes	2,210	90	120	70	110	380	4,190	800	1,100	2,900	2,980	700	930	2,340	4,210	720	1,020	2,520	210	130	70
Membership	6,000	316	348	208	322	1,000	10,000	2,000	3,000	7,000	9,000	2,000	3,000	7,000	13,000	2,000	3,000	8,000	1,000	308	158

Table 6.51: Membership information effective date as of 31/12/2020

	Pre-2016	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4
Number of schemes	1,990	90	250	110	160	510	2,660	510	700	2,080	4,200	750	1,050	2,680	4,490	850	940	2,450	80	100	100
Membership	5,000	245	1,000	291	439	1,000	8,000	1,000	2,000	7,000	13,000	2,000	3,000	9,000	11,000	2,000	2,000	6,000	177	224	242

Table 6.52: Membership information effective date as of 31/12/2021

	Pre-2017	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4
Number of schemes	1,920	170	200	100	150	560	3,950	580	780	2,370	4,440	830	970	2,690	3,010	530	770	1,830	130	110	160
Membership	5,000	411	1,000	303	482	2,000	13,000	2,000	3,000	8,000	11,000	2,000	2,000	7,000	9,000	1,000	2,000	5,000	314	277	401

Table 6.53: Membership information effective date as of 31/12/2022

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4
Number of schemes	2,030	120	130	70	80	320	4,270	770	920	2,580	3,050	590	860	2,140	3,930	630	900	2,010	140	120	60
Membership	5,000	356	384	207	260	1,000	11,000	2,000	2,000	6,000	9,000	2,000	2,000	6,000	13,000	2,000	3,000	6,000	341	274	167

Table 6.54: Membership information effective date as of 31/12/2023

	Pre-2019	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2	2023 Q3	2023 Q4
Number of schemes	2,050	120	280	160	180	450	2,850	480	640	1,880	3,920	660	930	2,170	4,470	700	880	2,030	150	140	90
Membership	5,000	339	1,000	429	421	1,000	8,000	1,000	2,000	6,000	13,000	2,000	3,000	7,000	11,000	2,000	2,000	5,000	379	343	214

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