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 | 2020 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | 2021 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 119974.0 | 121255.6 | 134298.9 | 148976.3 | 127844.8 | 136129.5 | 140624.6 | 148976.3 | 154160.7 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 35938.6 | 37937.2 | 39962.9 | 43440.9 | 40677.2 | 41375.6 | 42302.9 | 43440.9 | 44598.5 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 84035.4 | 83318.4 | 94336.1 | 105535.4 | 87167.6 | 94753.9 | 98321.7 | 105535.4 | 109562.2 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 12185.8 | 12711.0 | 13634.8 | 16336.3 | 14327.1 | 15496.8 | 15724.7 | 16336.3 | 17373.7 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 8866.6 | 9760.6 | 11065.0 | 11100.9 | 10427.1 | 10626.3 | 10732.4 | 11100.9 | 10538.4 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4391.1 | 5079.5 | 5653.1 | 5116.9 | 5286.7 | 5166.4 | 4976.7 | 5116.9 | 4639.7 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4475.5 | 4681.1 | 5411.9 | 5984.0 | 5140.4 | 5459.8 | 5755.8 | 5984.0 | 5898.7 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 447.0 | 433.6 | 469.9 | 492.1 | 432.5 | 455.0 | 475.1 | 492.1 | 477.5 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1398.8 | 1425.1 | 1627.9 | 1830.4 | 1608.8 | 1700.9 | 1773.6 | 1830.4 | 1793.8 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 96.9 | 280.8 | 283.9 | 331.8 | 299.7 | 313.3 | 324.3 | 331.8 | 329.5 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 60.2 | 54.8 | 63.4 | 69.9 | 58.3 | 63.0 | 66.4 | 69.9 | 69.0 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2472.6 | 2486.8 | 2966.8 | 3259.7 | 2741.1 | 2927.6 | 3116.3 | 3259.7 | 3229.0 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 993.3 | 976.9 | 1010.1 | 1120.9 | 1165.4 | 1137.2 | 1098.9 | 1120.9 | 1132.6 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 29649.1 | 26740.5 | 34051.8 | 40883.2 | 26395.6 | 32296.9 | 35224.4 | 40883.2 | 44099.2 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 17974.1 | 16301.7 | 20860.6 | 25890.9 | 16210.9 | 19940.6 | 22014.6 | 25890.9 | 28284.8 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 11675.1 | 10438.8 | 13191.3 | 14992.3 | 10184.7 | 12356.3 | 13209.8 | 14992.3 | 15814.4 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1460.3 | 1243.1 | 1485.8 | 1630.9 | 1159.1 | 1378.2 | 1451.6 | 1630.9 | 1680.7 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 3870.7 | 3531.8 | 4417.3 | 5111.1 | 3460.7 | 4197.1 | 4504.3 | 5111.1 | 5402.4 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 308.7 | 277.9 | 355.3 | 402.8 | 265.2 | 328.9 | 351.2 | 402.8 | 432.7 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 144.2 | 116.1 | 145.0 | 164.9 | 110.4 | 135.9 | 144.1 | 164.9 | 173.6 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 5891.2 | 5269.9 | 6787.9 | 7682.7 | 5189.4 | 6316.2 | 6758.7 | 7682.7 | 8125.0 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 32340.6 | 33129.4 | 34574.2 | 36094.1 | 34852.4 | 35196.8 | 35541.3 | 36094.1 | 36418.3 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 15420.5 | 15905.6 | 16420.7 | 17056.0 | 16489.6 | 16503.1 | 16768.0 | 17056.0 | 17243.6 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 104553.5 | 105350.0 | 117878.2 | 131920.3 | 111355.2 | 119626.4 | 123856.6 | 131920.3 | 136917.1 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.39 | 8.05 | 8.24 | 7.45 | 8.16 | 7.81 | 7.63 | 7.45 | 6.84 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 10.55 | 11.71 | 11.73 | 10.52 | 11.96 | 11.21 | 10.92 | 10.52 | 9.62 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 24.71 | 22.05 | 25.36 | 27.44 | 20.65 | 23.73 | 25.05 | 27.44 | 28.61 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 35.28 | 32.09 | 36.10 | 38.74 | 30.28 | 34.09 | 35.83 | 38.74 | 40.25 | 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: June 10, 2021