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: September 17, 2009
Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)

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
2003
2004
2005
2006
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2008
Q1
2008
Q2
2008
Q3
2008
Q4
2009
Q1
2009
Q2


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Households and nonprofit organizations total assets asset 56744.9 63506.2 70987.5 76749.0 78228.8 75868.6 74945.9 72339.4 67134.0 65244.0 67207.9 1
Households and nonprofit organizations tangible assets asset 21437.7 24270.7 27719.1 28724.2 27525.6 26863.9 26541.9 26051.2 25177.0 24660.1 24847.1 2
Households and nonprofit organizations total financial assets asset 35307.2 39235.5 43268.4 48024.8 50703.1 49004.7 48404.0 46288.2 41957.0 40583.8 42360.8 3
Households and nonprofit organizations total deposits and currency asset 5350.4 5742.5 6153.6 6779.0 7381.3 7579.1 7420.3 7566.4 7827.4 7848.9 7760.2 4
Households and nonprofit organizations credit market instruments, excluding corporate equities asset 2755.2 3075.8 3426.8 3553.5 4113.4 4077.9 4138.8 4218.5 4054.5 4536.2 4326.6 5
Households and nonprofit organizations corporate equities and mutual fund shares at market value asset 14102.6 16010.3 17402.0 20347.0 20924.8 18993.9 18539.7 16324.7 12664.5 11153.3 13332.2 6
Households and nonprofit organizations corporate directly held equities asset 6749.9 7491.0 7999.5 9488.0 9453.0 8759.6 8449.1 7442.0 5878.7 5150.3 6266.3 7
Households and nonprofit organizations corporate indirectly held equities asset 7352.7 8519.3 9402.5 10859.0 11471.8 10234.4 10090.6 8882.7 6785.7 6003.0 7065.9 8
Life insurance companies corporate equities indirectly held by households asset 887.3 1028.9 1140.1 1334.7 1466.8 1317.8 1301.1 1194.2 956.9 855.7 953.7 9
Private pension funds total corporate equities asset 2924.1 3308.1 3612.2 4159.7 4282.4 3762.8 3667.6 3293.8 2520.8 2204.0 2547.6 10
Private defined benefit pension funds total corporate equities held directly and in mutual funds asset 1300.2 1452.9 1567.7 1729.9 1690.7 1481.2 1418.3 1236.3 903.5 760.2 860.7 11
Private defined contribution pension funds total corporate equities held directly and in mutual funds asset 1623.9 1855.2 2044.5 2429.8 2591.7 2281.6 2249.3 2057.5 1617.3 1443.9 1686.8 12
State and local government employee retirement funds corporate equity indirectly held by households 1557.3 1761.2 1887.3 2129.2 2193.2 1954.8 1918.9 1728.9 1312.2 1168.4 1366.2 13
Federal government retirement funds corporate equities asset 79.9 99.2 112.6 138.1 149.1 128.4 127.6 111.1 85.6 74.7 92.5 14
Mutual funds corporate equities indirectly held by households asset 1904.1 2321.9 2650.4 3097.2 3380.3 3070.5 3075.3 2554.8 1910.3 1700.3 2106.0 15
Households and nonprofit organizations other financial assets asset 13099.1 14406.9 16285.9 17345.3 18283.5 18353.7 18305.2 18178.7 17410.6 17045.5 16941.8 16
Households and nonprofit organizations total financial liabilities liability 9842.8 11012.1 12164.2 13414.0 14318.1 14416.4 14368.2 14514.8 14216.9 14102.5 14068.0 17
Households and nonprofit organizations net worth (market value) asset 46902.1 52494.0 58823.3 63334.9 63910.6 61452.2 60577.8 57824.7 52917.1 51141.5 53139.9 18
Households and nonprofit organizations corporate equities and mutual fund shares excluding defined benefit plans asset 11227.3 12776.9 13927.5 16466.4 17019.6 15539.0 15184.1 13343.2 10436.4 9214.0 11093.2 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 24.9 25.2 24.5 26.5 26.7 25.0 24.7 22.6 18.9 17.1 19.8 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 39.9 40.8 40.2 42.4 41.3 38.8 38.3 35.3 30.2 27.5 31.5 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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Current release | Screen reader | PDF (450 KB)

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