Board of Governors of the Federal Reserve System

Financial Accounts of the United States - Z.1

L.227 Pension Entitlements

2016:Q4 Release Date: March 9, 2017

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


Description		 Series code 2014
2015
2016
2015
Q3		 2015
Q4		 2016
Q1		 2016
Q2		 2016
Q3		 2016
Q4
Line
Households and nonprofit organizations; pension entitlements; asset FL153050005 20666.8 21256.1 22259.4 20886.9 21256.1 21467.4 21729.7 22078.2 22259.4 1
Life insurance companies; pension entitlements, excluding unallocated insurance contracts; liability(1) FL543150005 2833.1 2857.0 2988.1 2796.9 2857.0 2874.6 2919.7 2974.6 2988.1 2
Private pension funds; total liabilities(2) FL574190005 8462.0 8667.5 9122.7 8483.0 8667.5 8760.1 8875.8 9053.4 9122.7 3
Federal government retirement funds; total financial assets(3) FL344090005 3656.1 3764.0 3894.4 3720.6 3764.0 3791.5 3821.4 3860.1 3894.4 4
State and local government employee retirement funds; pension entitlements (total liabilities) FL224190005 5715.5 5967.6 6254.3 5886.4 5967.6 6041.3 6112.8 6190.1 6254.3 5
Households and nonprofit organizations; pension entitlements; asset(4) FL153050005 20666.8 21256.1 22259.4 20886.9 21256.1 21467.4 21729.7 22078.2 22259.4 6
All sectors; IRAs; liability(5) LM893131573 7292.0 7329.0 ND 7133.0 7329.0 7400.0 7527.0 7767.0 ND 7
U.S.-chartered depository institutions; IRAs and Keoghs; liability FL763131573 427.8 445.8 ND 442.3 445.8 453.9 459.2 474.9 ND 8
Credit unions; IRAs; liability FL473131573 77.6 77.4 ND 77.4 77.4 77.8 78.5 79.2 ND 9
Life insurance companies; IRAs; liability LM543131503 569.0 574.0 ND 562.0 574.0 580.0 591.0 601.0 ND 10
Money market mutual funds; IRAs; liability FL633131573 218.0 214.0 ND 221.0 214.0 227.0 227.0 235.0 ND 11
Mutual funds; IRAs; liability LM653131573 3122.0 3098.0 ND 3010.0 3098.0 3109.0 3167.0 3274.0 ND 12
Households and nonprofit organizations; IRAs; liability LM153131575 2877.6 2919.9 ND 2820.3 2919.9 2952.3 3004.3 3103.0 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. Asset of the household and nonprofit organizations sector (tables L.101 and B.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: March 9, 2017