Financial Accounts of the United States - Z.1
B.101.e Balance Sheet of Households and Nonprofit Organizations with Debt and Equity Holdings Detail
Billions of dollars; amounts outstanding end of period, not seasonally adjusted| Description | Series code | 2017 | 2018 | 2019 | 2018 Q3 | 2018 Q4 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 121547.5 | 123247.4 | 134944.4 | 126497.1 | 123247.4 | 128632.0 | 130629.9 | 131609.5 | 134944.4 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 35960.3 | 37867.4 | 39334.6 | 37418.7 | 37867.4 | 38653.3 | 38975.4 | 39223.4 | 39334.6 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 85587.3 | 85380.0 | 95609.8 | 89078.3 | 85380.0 | 89978.8 | 91654.5 | 92386.1 | 95609.8 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 12244.0 | 12906.2 | 13607.8 | 12502.7 | 12906.2 | 13174.7 | 13144.6 | 13306.4 | 13607.8 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 8974.7 | 9882.5 | 10922.5 | 9861.9 | 9882.5 | 10032.0 | 10426.7 | 10900.5 | 10922.5 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4516.9 | 5179.2 | 5513.5 | 5050.6 | 5179.2 | 5349.5 | 5574.8 | 5669.6 | 5513.5 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4457.9 | 4703.3 | 5409.0 | 4811.3 | 4703.3 | 4682.5 | 4851.9 | 5231.0 | 5409.0 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 444.4 | 432.2 | 473.3 | 447.6 | 432.2 | 444.6 | 454.9 | 463.7 | 473.3 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1398.8 | 1466.3 | 1702.6 | 1467.1 | 1466.3 | 1530.3 | 1597.2 | 1658.1 | 1702.6 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 97.0 | 281.0 | 283.5 | 272.7 | 281.0 | 69.2 | 74.5 | 275.9 | 283.5 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 60.2 | 59.2 | 69.4 | 61.6 | 59.2 | 62.1 | 63.7 | 65.7 | 69.4 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2457.5 | 2464.6 | 2880.2 | 2562.4 | 2464.6 | 2576.3 | 2661.5 | 2767.6 | 2880.2 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 903.1 | 883.2 | 891.4 | 888.9 | 883.2 | 870.5 | 871.7 | 902.0 | 891.4 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 30046.5 | 27300.3 | 34164.3 | 31716.4 | 27300.3 | 30851.1 | 31673.7 | 31521.0 | 34164.3 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 18110.1 | 16655.5 | 21075.5 | 19168.4 | 16655.5 | 18869.3 | 19408.1 | 19339.7 | 21075.5 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 11936.4 | 10644.8 | 13088.7 | 12548.0 | 10644.8 | 11981.7 | 12265.6 | 12181.3 | 13088.7 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1723.1 | 1500.1 | 1719.9 | 1747.8 | 1500.1 | 1653.2 | 1673.6 | 1642.3 | 1719.9 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 3870.7 | 3500.2 | 4336.9 | 4078.6 | 3500.2 | 3947.4 | 4064.3 | 4032.4 | 4336.9 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 308.7 | 277.9 | 355.0 | 333.1 | 277.9 | 316.2 | 326.3 | 324.6 | 355.0 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 144.2 | 125.9 | 157.1 | 150.0 | 125.9 | 142.7 | 145.0 | 143.3 | 157.1 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 5889.7 | 5240.7 | 6519.9 | 6238.5 | 5240.7 | 5922.2 | 6056.4 | 6038.8 | 6519.9 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 33419.0 | 34407.8 | 36023.8 | 34108.5 | 34407.8 | 35050.5 | 35537.7 | 35756.2 | 36023.8 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 15544.7 | 16028.5 | 16576.2 | 15903.0 | 16028.5 | 16035.7 | 16210.5 | 16389.7 | 16576.2 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 106002.8 | 107219.0 | 118368.2 | 110594.0 | 107219.0 | 112596.3 | 114419.4 | 115219.8 | 118368.2 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.38 | 8.02 | 8.09 | 7.80 | 8.02 | 7.80 | 7.98 | 8.28 | 8.09 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 10.49 | 11.57 | 11.42 | 11.07 | 11.57 | 11.15 | 11.38 | 11.80 | 11.42 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 24.72 | 22.15 | 25.32 | 25.07 | 22.15 | 23.98 | 24.25 | 23.95 | 25.32 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of disposable personal income; assets | FL153064486 | 35.11 | 31.98 | 35.73 | 35.61 | 31.98 | 34.29 | 34.56 | 34.12 | 35.73 | 28 |
NOTES
- Includes foreign deposits, checkable deposits and currency, time and savings deposits, and money market fund shares.
- Defined contribution plans. Assets held by defined benefit pension funds are not considered assets of the household sector. Defined benefit pension entitlements are included in line 22.
Last Update: March 12, 2020