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Overfunded Pension Plan

Pension plan whose assets exceed the present value of projected benefit liabilities under current assumptions.

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An overfunded pension plan is a pension plan whose assets exceed the present value of projected benefit liabilities under current assumptions.

It matters because surplus funding changes contribution decisions, balance-sheet treatment, and the degree of cushion available against future market or actuarial shocks.

  • Underfunded Pension Plan

  • Funded Pension Plan

  • Pension Plan Funding

  • Pension Funding Gap

Revised on Monday, May 18, 2026