Federal Reserve Statistical Release, Z.1,
 Flow of Funds Accounts of the United States; title with eagle logo links to Statistical Release home page

Release Date: March 12, 2009
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B.100.e Balance Sheet of Households and Nonprofit Organizations with Equity Detail1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
Line
Households and nonprofit organizations total assets asset 39044.2 43354.3 48911.0 49418.9 49780.3 49356.1 56233.1 62909.7 70286.3 75730.7 77018.8 65718.9 1
Households and nonprofit organizations tangible assets asset 12388.1 13411.8 14538.8 16237.4 17744.9 19262.5 21162.1 23969.3 27391.2 28360.1 27264.8 24904.7 2
Households and nonprofit organizations total financial assets asset 26656.1 29942.5 34372.3 33181.6 32035.4 30093.7 35071.0 38940.3 42895.1 47370.7 49754.1 40814.2 3
Households and nonprofit organizations total deposits and currency asset 3666.1 3882.3 4050.7 4377.3 4877.0 5154.5 5350.6 5742.6 6153.8 6779.0 7330.0 7685.4 4
Households and nonprofit organizations credit market instruments, excluding corporate equities asset 2402.5 2455.6 2590.8 2481.2 2392.9 2552.0 2783.9 3102.4 3452.1 3625.6 3942.5 3876.4 5
Households and nonprofit organizations corporate equities and mutual fund shares at market value asset 11204.1 13581.8 17210.2 15354.8 13493.3 10614.3 14139.5 16008.5 17399.9 20069.0 20642.4 12137.3 6
Households and nonprofit organizations corporate directly held equities asset 6144.3 7511.2 9769.9 8147.3 6829.5 5161.2 6787.7 7495.9 8004.4 9198.6 9158.2 5502.4 7
Households and nonprofit organizations corporate indirectly held equities asset 5059.8 6070.6 7440.4 7207.5 6663.8 5453.1 7351.8 8512.6 9395.5 10870.4 11484.2 6634.9 8
Life insurance companies corporate equities indirectly held by households asset 510.5 665.4 904.4 882.8 806.5 692.5 887.3 1028.9 1140.1 1334.7 1466.8 989.0 9
Private pension funds total corporate equities asset 2089.0 2462.4 2812.6 2871.2 2629.8 2223.6 2923.2 3301.4 3605.2 4153.9 4264.4 2455.4 10
Private defined benefit pension funds total corporate equities held directly and in mutual funds asset 926.6 1057.8 1154.3 1248.0 1184.6 1031.1 1300.2 1452.9 1567.7 1729.9 1690.7 900.3 11
Private defined contribution pension funds total corporate equities held directly and in mutual funds asset 1162.4 1404.7 1658.3 1623.2 1445.2 1192.4 1623.0 1848.5 2037.4 2423.9 2573.7 1555.1 12
State and local government employee retirement funds corporate equity indirectly held by households 1114.4 1268.4 1512.5 1428.5 1386.6 1157.4 1557.3 1761.2 1887.3 2130.6 2194.6 1345.3 13
Federal government retirement funds corporate equities asset 29.9 43.0 56.9 56.6 49.1 45.9 79.9 99.2 112.6 138.1 149.2 85.6 14
Mutual funds corporate equities indirectly held by households asset 1316.0 1631.3 2153.9 1968.4 1791.8 1333.7 1904.1 2321.9 2650.4 3113.1 3409.3 1759.6 15
Households and nonprofit organizations other financial assets asset 9383.5 10022.9 10520.6 10968.2 11272.2 11772.8 12796.9 14086.9 15889.3 16897.0 17839.2 17115.1 16
Households and nonprofit organizations total financial liabilities liability 5762.1 6217.0 6794.4 7400.1 8031.2 8833.9 9860.3 11035.7 12188.2 13431.2 14329.0 14242.0 17
Households and nonprofit organizations net worth (market value) asset 33282.2 37137.3 42116.7 42018.8 41749.1 40522.3 46372.8 51873.9 58098.0 62299.6 62689.8 51476.9 18
Households and nonprofit organizations corporate equities and mutual fund shares excluding defined benefit plans asset 9163.1 11255.6 14543.4 12678.3 10922.1 8418.9 11264.2 12775.1 13925.4 16187.1 16735.7 9879.3 19
Households and nonprofit organizations corporate equities and mutual fund shares at market value asset as a percentage of Households and nonprofit organizations total assets asset 28.7 31.3 35.2 31.1 27.1 21.5 25.1 25.4 24.8 26.5 26.8 18.5 20
Households and nonprofit organizations corporate equities and mutual fund shares at market value asset as a percentage of Households and nonprofit organizations total financial assets asset 42.0 45.4 50.1 46.3 42.1 35.3 40.3 41.1 40.6 42.4 41.5 29.7 21

  FOOTNOTES
  1.  Estimates of equity shares (lines 7 through 15 could differ from other sources owing to alternative definitions of ownership of equity by households.
      Prior to 1985, all pension assets are assumed to have been in defined benefit plans. Return to text


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