Board of Governors of the Federal Reserve System

Financial Accounts of the United States - Z.1

L.227 Pension Entitlements

2016:Q2 Release Date: September 16, 2016

Billions of dollars; amounts outstanding end of period, not seasonally adjusted


Description		 Series code 2010
2011
2012
2013
2014
2015
2015
Q2		 2015
Q3		 2015
Q4		 2016
Q1		 2016
Q2
Line
Households and nonprofit organizations; pension entitlements; asset FL153050005 16873.7 17301.3 18338.9 19860.9 20658.7 21247.6 21169.8 20878.3 21247.6 21455.2 21733.0 1
Life insurance companies; pension entitlements, excluding unallocated insurance contracts; liability FL543150005 2198.2 2247.5 2432.6 2705.5 2825.0 2846.9 2857.9 2786.7 2846.9 2873.5 2928.3 2
Private pension funds; total liabilities FL574190005 6636.3 6750.2 7277.1 8135.1 8462.0 8669.0 8749.7 8484.7 8669.0 8754.6 8875.3 3
Federal government retirement funds; total financial assets FL344090005 3156.4 3263.7 3382.3 3536.6 3656.1 3764.0 3713.1 3720.6 3764.0 3791.5 3821.4 4
State and local government employee retirement funds; pension entitlements (total liabilities) FL224190005 4882.8 5039.9 5246.9 5483.6 5715.5 5967.6 5849.1 5886.4 5967.6 6035.6 6108.0 5
Households and nonprofit organizations; pension entitlements; asset FL153050005 16873.7 17301.3 18338.9 19860.9 20658.7 21247.6 21169.8 20878.3 21247.6 21455.2 21733.0 6
All sectors; IRAs; liability LM893131573 5029.0 5153.0 5785.0 6835.0 7266.0 7329.0 7504.0 7133.0 7329.0 7400.0 ND 7
U.S.-chartered depository institutions; IRAs and Keoghs; liability FL763131573 383.3 403.6 428.0 427.6 427.8 445.8 428.0 442.3 445.8 453.9 ND 8
Credit unions; IRAs; liability FL473131573 77.2 78.4 79.9 79.2 77.6 77.4 77.3 77.4 77.4 77.8 ND 9
Life insurance companies; IRAs; liability LM543131503 444.0 454.0 490.0 545.0 567.0 571.0 574.0 560.0 571.0 576.0 ND 10
Money market mutual funds; IRAs; liability FL633131573 201.0 210.0 215.0 228.0 218.0 214.0 213.0 221.0 214.0 217.0 ND 11
Mutual funds; IRAs; liability LM653131573 2089.0 2067.0 2385.0 2917.0 3123.0 3099.0 3230.0 3011.0 3099.0 3110.0 ND 12
Households and nonprofit organizations; IRAs; liability LM153131575 1834.5 1939.9 2187.1 2638.2 2852.6 2921.9 2981.6 2821.3 2921.9 2965.3 ND 13

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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. Assets of the household sector (L.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).
Last update: September 16, 2016