Board of Governors of the Federal Reserve System

Financial Accounts of the United States - Z.1

F.227 Pension Entitlements

2016:Q3 Release Date: December 8, 2016

Billions of dollars; quarterly figures are seasonally adjusted annual rates


Description
Series code 2014
2015
2015
Q1
2015
Q2
2015
Q3
2015
Q4
2016
Q1
2016
Q2
2016
Q3

Line
Households and nonprofit organizations; pension entitlements; asset FA153050005 311.1 435.6 404.9 440.0 385.4 512.0 580.2 331.4 382.2 1
Life insurance companies; pension entitlements, excluding unallocated insurance contracts; liability FA543150005 37.2 53.8 -44.8 75.4 113.4 71.2 70.1 -25.3 5.9 2
Private pension funds; total liabilities FA574190005 -13.6 65.3 141.7 57.7 -12.5 74.3 179.3 38.1 30.6 3
Federal government retirement funds; total financial assets FA344090005 112.1 111.0 102.9 104.7 110.6 126.0 110.6 103.1 112.2 4
State and local government employee retirement funds; pension entitlements (total liabilities) FA224190005 175.3 205.4 205.0 202.1 173.9 240.4 220.3 215.5 233.5 5
Households and nonprofit organizations; pension entitlements; asset FA153050005 311.1 435.6 404.9 440.0 385.4 512.0 580.2 331.4 382.2 6
All sectors; IRAs; liability FA893131573 208.4 224.9 219.0 322.3 172.9 185.3 231.8 71.3 ND 7
U.S.-chartered depository institutions; IRAs and Keoghs; liability FA763131573 0.1 18.0 -34.4 35.4 57.1 13.8 32.5 21.3 ND 8
Credit unions; IRAs; liability FA473131573 -1.6 -0.2 -0.9 -0.2 0.2 -0.1 1.8 2.6 ND 9
Life insurance companies; IRAs; liability FA543131503 15.2 7.3 -1.3 15.1 -11.4 26.7 18.2 37.2 ND 10
Money market mutual funds; IRAs; liability FA633131573 -10.0 -4.0 -28.0 4.0 36.0 -28.0 52.0 0.0 ND 11
Mutual funds; IRAs; liability FA653131573 86.1 59.5 124.8 95.9 -37.2 54.8 18.0 16.2 ND 12
Households and nonprofit organizations; IRAs; liability FA153131575 118.5 144.3 158.7 172.2 128.1 118.2 109.3 -5.9 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 (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).
Last update: December 8, 2016