Data Products » Restricted Data Product List » HRS 2004 Pension Plan Detail Data Set

A Microsoft Access (.mdb) database containing the following tables of interest:

  • PlanInformation. Contains coded pension plans information based on the Summary Plan Descriptions (SPDs) obtained from the following sources (variable Source):
    1. Employers of HRS respondents who provided pension documents in the 2005 Employer Pension Provider Survey (EPPS). (n=702)
    2. HRS respondents who provided SPDs in 2006. (n=422)
    3. HRS respondents who provided SPDs in 2004. (n=186)
  • Respondents. Contains data used to calculate pension entitlements for HRS respondents, one record per plan/job type/respondent. Includes Participant ID, Plan ID, sex, date of birth, marital status, employment hire/terminate dates, salary/wage information, voluntary contributions, and wage growth data. Note: the respondent identifier key for this table, RespondentNumber, is the same as Household Identifier + Person Number. (n=3037)
  • Wages. Contains wage information used in calculating pension entitlements, one record per job type/respondent. Note: the respondent identifier key for this table, RespondentNumber, is the same as Household Identifier + Person Number. (n=2096)
  • SimulatedRespondents. Contains seed respondent values for use with the simulated respondent feature of the Pension Estimation Program. These values may be modified by the user by updating and running the query UpdateSimulatedRespondents (n=1)
  • SimulatedWages. Contains seed wage value for use with the simulated respondent feature of the Pension Estimation Program. This value may be modified by the user. (n=1)
N: See below
Product Type: Pension Estimation
Entry Cohort Info: HRS; CODA; WB; EBB
Version Notes: This database was created for use with the December 2008 (revised January 2012) release of Pension Estimation Program (version 2.0). This is the current distribution and includes the HRS 1992 and HRS 1998 Pension Plan Detail Data Sets.
Latest Release: December 2008 (v1.0)

Note(s):

The information contained in this database is designed for use with the latest version of the Pension Estimation Program, which may be downloaded from the HRS User Registration/File Distribution System web site. The program is free, but registration is required. The program can be used in simulated respondent mode as a standalone application, but both provider and respondent data are required in order to generate estimates for HRS respondents.


Important Links:
Restricted Dataset Merge Cross-ReferencePension Estimation Program 2008 Documentation (2012 Revision)HRS 1992 Pension Plan Detail Data Set (included in this distribution)HRS 1998 Pension Plan Detail Data Set (included in this distribution)

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