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 | 2018 | 2019 | 2020 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 121411.8 | 134624.4 | 147421.9 | 130870.2 | 134624.4 | 127923.1 | 136080.2 | 139989.0 | 147421.9 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 37837.8 | 39922.1 | 42654.6 | 39620.7 | 39922.1 | 40388.9 | 40912.1 | 41604.2 | 42654.6 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 83574.0 | 94702.3 | 104767.3 | 91249.5 | 94702.3 | 87534.2 | 95168.1 | 98384.8 | 104767.3 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 12711.0 | 13691.4 | 16530.5 | 13160.7 | 13691.4 | 14423.3 | 15616.8 | 15937.8 | 16530.5 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9820.8 | 11150.8 | 10988.3 | 10873.0 | 11150.8 | 10511.1 | 10712.2 | 10720.8 | 10988.3 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 5153.3 | 5766.7 | 5077.1 | 5628.1 | 5766.7 | 5441.2 | 5322.5 | 5024.1 | 5077.1 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4667.5 | 5384.2 | 5911.2 | 5244.9 | 5384.2 | 5069.9 | 5389.7 | 5696.6 | 5911.2 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 432.1 | 467.2 | 486.0 | 463.6 | 467.2 | 427.5 | 450.3 | 470.7 | 486.0 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1421.7 | 1621.7 | 1792.7 | 1594.2 | 1621.7 | 1576.7 | 1667.4 | 1740.2 | 1792.7 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 281.0 | 283.5 | 330.3 | 275.9 | 283.5 | 299.1 | 312.8 | 323.8 | 330.3 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 54.0 | 62.7 | 68.0 | 60.6 | 62.7 | 57.3 | 62.0 | 65.4 | 68.0 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2478.7 | 2949.1 | 3234.3 | 2850.5 | 2949.1 | 2709.2 | 2897.2 | 3096.5 | 3234.3 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 897.7 | 914.9 | 1024.7 | 924.3 | 914.9 | 1058.4 | 1033.4 | 998.7 | 1024.7 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 26738.1 | 34057.6 | 39771.7 | 31600.7 | 34057.6 | 26353.3 | 32303.9 | 34890.3 | 39771.7 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 16300.0 | 20868.3 | 24719.1 | 19433.4 | 20868.3 | 16169.8 | 19953.3 | 21668.9 | 24719.1 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 10438.1 | 13189.3 | 15052.6 | 12167.3 | 13189.3 | 10183.5 | 12350.7 | 13221.4 | 15052.6 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1243.1 | 1485.8 | 1639.5 | 1396.0 | 1485.8 | 1158.2 | 1374.6 | 1444.8 | 1639.5 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 3531.8 | 4417.9 | 5113.1 | 4094.8 | 4417.9 | 3461.2 | 4196.5 | 4502.9 | 5113.1 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 277.9 | 355.0 | 408.7 | 324.6 | 355.0 | 264.9 | 328.5 | 350.9 | 408.7 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 114.8 | 144.3 | 162.5 | 132.2 | 144.3 | 109.8 | 135.3 | 143.3 | 162.5 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 5270.5 | 6786.3 | 7728.9 | 6219.7 | 6786.3 | 5189.3 | 6315.7 | 6779.6 | 7728.9 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 33406.3 | 34887.6 | 36452.2 | 34690.8 | 34887.6 | 35188.0 | 35501.8 | 35837.1 | 36452.2 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 15893.7 | 16404.6 | 17056.9 | 16241.3 | 16404.6 | 16477.6 | 16491.2 | 16759.6 | 17056.9 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 105518.1 | 118219.8 | 130365.0 | 114628.9 | 118219.8 | 111445.5 | 119589.1 | 123229.4 | 130365.0 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 8.09 | 8.28 | 7.45 | 8.31 | 8.28 | 8.22 | 7.87 | 7.66 | 7.45 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 11.75 | 11.77 | 10.49 | 11.92 | 11.77 | 12.01 | 11.26 | 10.90 | 10.49 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 22.02 | 25.30 | 26.98 | 24.15 | 25.30 | 20.60 | 23.74 | 24.92 | 26.98 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of disposable personal income; assets | FL153064486 | 31.99 | 35.96 | 37.96 | 34.63 | 35.96 | 30.11 | 33.94 | 35.46 | 37.96 | 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: April 1, 2021