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Release Date: December 10, 2015
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F.227 Pension Entitlements
Billions of dollars; quarterly figures are seasonally adjusted annual rates
Description |
2009 |
2010 |
2011 |
2012 |
2013 |
2014 |
2014 Q3 |
2014 Q4 |
2015 Q1 |
2015 Q2 |
2015 Q3 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; pension entitlements; asset | 543.1 | 666.2 | 550.1 | 578.5 | 533.2 | 513.1 | 500.1 | 532.6 | 456.6 | 452.5 | 412.9 | 1 |
| Life insurance companies; pension entitlements, excluding unallocated insurance contracts; liability | -27.2 | 88.5 | 94.2 | 75.0 | 71.0 | 64.8 | 71.1 | 67.5 | 34.5 | 61.8 | 106.0 | 2 |
| Private pension funds; total liabilities | 245.9 | 231.6 | 140.8 | 194.4 | 148.6 | 111.6 | 90.5 | 121.3 | 111.1 | 76.5 | 18.3 | 3 |
| Federal government retirement funds; total financial assets | 93.7 | 102.1 | 113.0 | 102.1 | 107.4 | 112.8 | 119.4 | 127.0 | 103.6 | 103.3 | 107.4 | 4 |
| State and local government employee retirement funds; pension entitlements (total liabilities) | 230.7 | 244.0 | 202.1 | 207.0 | 206.1 | 224.0 | 219.1 | 216.8 | 207.4 | 210.9 | 181.2 | 5 |
| Households and nonprofit organizations; pension entitlements; asset | 543.1 | 666.2 | 550.1 | 578.5 | 533.2 | 513.1 | 500.1 | 532.6 | 456.6 | 452.5 | 412.9 | 6 |
| All sectors; IRAs; liability | 207.0 | 213.4 | 380.0 | 261.0 | 234.5 | 244.5 | 370.1 | 29.2 | 255.3 | 54.6 | ND | 7 |
| U.S.-chartered depository institutions; IRAs and Keoghs; liability | 30.7 | 26.6 | 20.3 | 24.4 | -0.4 | 0.1 | 15.4 | 19.0 | -34.4 | 35.4 | ND | 8 |
| Credit unions; IRAs; liability | 8.7 | 3.0 | 1.2 | 1.4 | -0.7 | -1.6 | -1.5 | -2.1 | -0.9 | -0.2 | ND | 9 |
| Life insurance companies; IRAs; liability | 16.6 | 28.0 | 15.8 | 25.8 | 18.3 | 14.0 | 1.8 | 25.2 | 12.9 | 31.1 | ND | 10 |
| Money market mutual funds; IRAs; liability | -42.0 | -24.0 | 9.0 | 5.0 | 14.0 | -11.0 | 12.0 | -20.0 | -24.0 | 4.0 | ND | 11 |
| Mutual funds; IRAs; liability | 180.2 | 156.9 | 60.3 | 129.0 | 129.4 | 95.3 | -14.5 | 16.9 | 179.5 | 13.4 | ND | 12 |
| Households and nonprofit organizations; IRAs; liability | 12.8 | 22.9 | 273.4 | 75.4 | 73.8 | 147.6 | 356.8 | -9.9 | 122.2 | -29.0 | ND | 13 |
NOTES
- Annuities, including those in IRAs.
- Includes unallocated insurance company contracts beginning 1985:Q4.
- Includes the Thrift Savings Plan, the National Railroad Retirement Investment Trust, and other federal government retirement funds.
- Excludes all individual retirement accounts (IRAs), except those at life insurance companies.
- Assets of the household sector (F.101). Figures for depositories (lines 8 and 9) include Keogh accounts. Variable annuities in IRAs are included in the life insurance sector (line 10) and excluded from the money market mutual fund and mutual fund sectors (lines 11 and 12).
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