Length-of-Service Formula

This simplest of defined-benefit formulas provides a fixed benefit for each year of service for all participants in a plan regardless of their salaries. Data for 1997 on plans offered by medium-sized and large establishments in the private sector indicate what those benefits might be: average monthly payments of $28.79 for every month that an employee worked. A worker retiring after 30 years from an employer that offered such a plan would collect $10,364 per year.

The size of an establishment is not a major factor in determining which workers are likely to be subject to a length-of-service formula. Approximately 22 percent of the workers covered by private defined-benefit plans in each size category received benefits under that type of formula. A more significant factor is occupation. Blue-collar workers are more than twice as likely to receive benefits based on a length-of-service formula as are white-collar and service workers. Such formulas are never used to determine the benefits of government workers.
 
Sources:  Bureau of Labor Statistics, National Compensation Survey: Employee Benefits in Private Industry in the United States, 2002-2003, p. 88.

Bureau of Labor Statistics, Employee Benefits in Medium and Large Private Establishments in 1997, p. 103.

Bureau of Labor Statistics, Employee Benefits in State and Local Governments in 1998, p. 95.