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Montgomery County retirement fund posts 16.45% return in 2025; COLA still limited by 2022 losses
Summary
A consultant told the Montgomery County Retirement Board the fund earned 16.45% in 2025 and rose to about $752 million, but the board remains below the actuarial threshold needed to grant a cost-of-living increase because 2022 losses remain in the five-year averaging window.
A consultant presenting to the Montgomery County Retirement Board said the retirement plan produced a 16.45% gross return for 2025, raising the fund’s market value from $652,000,000 at the end of 2024 to about $752,000,000 by year-end. “You can see that the plan earned 16.45%,” the presenter said, noting the plan had its best return since 2019 and that year-to-date gains for the 2025 calendar year totaled $106,000,000.
The presenter highlighted diversified gains across asset classes: domestic equities led returns aided by…
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