L.227 Pension Entitlements
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2016 2017 2018 2019 2019 Q1 2019 Q2 2019 Q3 2019 Q4 2020 Q1 Line
All sectors; pension entitlements; liability FL893150005 24389.2 25962.1 26052.7 28086.1 26922.9 27309.9 27492.7 28086.1 26870.8 1
Life insurance companies; pension entitlements, including reserve credit from reinsurers and excluding unallocated insurance contracts; liability (1) FL543150005 3003.6 3221.9 3178.5 3484.8 3318.9 3379.6 3410.5 3484.8 3276.7 2
Private pension funds; total liabilities (2) FL574190005 9110.0 10024.6 9759.3 10955.7 10319.7 10526.8 10580.4 10955.7 9977.1 3
Federal government retirement funds; total financial assets (3) FL344090005 3791.9 3906.3 3979.1 4149.8 4040.5 4076.1 4100.2 4149.8 4089.9 4
State and local government employee retirement funds; pension entitlements (total liabilities) FL224190005 8468.4 8790.4 9058.3 9414.9 9165.6 9248.4 9321.3 9414.9 9442.9 5
Rest of the world; pension entitlement reserve credit from non-U.S. reinsurers; liability FL263150005 15.3 18.9 77.5 80.8 78.2 79.0 80.3 80.8 84.2 6
All sectors; pension entitlements; liability FL893150005 24389.2 25962.1 26052.7 28086.1 26922.9 27309.9 27492.7 28086.1 26870.8 7
Households and nonprofit organizations; pension entitlements; asset (4) FL153050005 24301.8 25866.4 25846.0 27870.6 26714.2 27099.1 27278.6 27870.6 26646.4 8
Life insurance companies; pension entitlements reserve credit from reinsurers; asset FL543050005 83.5 91.4 191.4 199.5 193.2 195.2 198.2 199.5 207.8 9
Life insurance companies; assumed pension entitlement reserve credit from non-U.S. insurers; liability FL543151905 3.9 4.3 15.4 16.0 15.5 15.6 15.9 16.0 16.5 10
All sectors; IRAs; liability (5) LM893131573 8015.0 9439.0 9250.0 11025.0 10050.0 10350.0 10475.0 11025.0 ND 11
U.S.-chartered depository institutions; IRAs and Keoghs; liability FL763131573 482.3 469.2 490.2 476.5 464.5 464.5 437.5 476.5 ND 12
Credit unions; IRAs; liability FL473131573 78.9 78.4 78.3 81.7 79.2 80.2 81.3 81.7 ND 13
Life insurance companies; IRAs; liability LM543131503 603.0 647.0 641.0 713.0 667.0 679.0 685.0 713.0 ND 14
Money market funds; IRAs; liability FL633131573 244.0 240.0 265.0 314.0 266.0 279.0 300.0 314.0 ND 15
Mutual funds; IRAs; liability LM653131573 3271.0 3823.0 3534.0 4282.0 3906.0 4029.0 4029.0 4282.0 ND 16
Households and nonprofit organizations; IRAs; liability LM153131575 3335.8 4181.3 4241.5 5157.8 4667.3 4818.3 4942.2 5157.8 ND 17

NOTES

  1. Annuities, including those in IRAs.
  2. Includes unallocated insurance company contracts beginning 1985:Q4.
  3. Includes the Thrift Savings Plan, the National Railroad Retirement Investment Trust, and other federal government retirement funds.
  4. Excludes all individual retirement accounts (IRAs), except those at life insurance companies.
  5. Asset of the household and nonprofit organizations sector (tables L.101 and B.101). Figures for depositories (lines 12 and 13) include Keogh accounts. Variable annuities in IRAs are included in the life insurance sector (line 14) and excluded from the money market fund and mutual fund sectors (lines 15 and 16).
Last Update: June 11, 2020