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 | 2019 | 2020 | 2021 | 2020 Q3 | 2020 Q4 | 2021 Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 133281.8 | 148467.0 | 168642.1 | 139615.7 | 148467.0 | 153956.9 | 159967.5 | 162957.9 | 168642.1 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 39918.2 | 43529.0 | 50426.4 | 42324.6 | 43529.0 | 44946.0 | 46878.5 | 48643.7 | 50426.4 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 93363.6 | 104938.0 | 118215.7 | 97291.1 | 104938.0 | 109010.9 | 113089.0 | 114314.2 | 118215.7 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 13268.1 | 15869.7 | 18107.2 | 15186.6 | 15869.7 | 16937.0 | 17162.0 | 17370.4 | 18107.2 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9992.1 | 10229.9 | 9277.0 | 9593.9 | 10229.9 | 9638.0 | 9226.5 | 9272.4 | 9277.0 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4714.0 | 4416.7 | 3145.6 | 3984.6 | 4416.7 | 3807.1 | 3243.3 | 3386.1 | 3145.6 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 5278.1 | 5813.2 | 6131.4 | 5609.3 | 5813.2 | 5830.9 | 5983.1 | 5886.3 | 6131.4 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 458.8 | 479.8 | 493.1 | 464.0 | 479.8 | 475.3 | 488.9 | 487.8 | 493.1 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1600.0 | 1794.4 | 1869.1 | 1741.9 | 1794.4 | 1773.5 | 1825.8 | 1846.1 | 1869.1 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 283.9 | 331.8 | 321.4 | 324.3 | 331.8 | 328.8 | 331.7 | 152.3 | 321.4 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 61.9 | 68.3 | 72.4 | 64.9 | 68.3 | 68.4 | 70.2 | 71.1 | 72.4 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2873.5 | 3138.9 | 3375.4 | 3014.1 | 3138.9 | 3184.9 | 3266.5 | 3329.0 | 3375.4 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1147.9 | 1261.2 | 1387.3 | 1238.4 | 1261.2 | 1272.5 | 1287.2 | 1336.4 | 1387.3 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 34190.2 | 40860.1 | 49565.6 | 35279.8 | 40860.1 | 44002.9 | 47352.6 | 47063.6 | 49565.6 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 21051.8 | 26106.9 | 32502.6 | 22244.0 | 26106.9 | 28555.9 | 30928.6 | 30871.5 | 32502.6 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 13138.4 | 14753.2 | 17063.0 | 13035.8 | 14753.2 | 15447.1 | 16424.0 | 16192.0 | 17063.0 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1488.9 | 1633.3 | 1803.7 | 1454.0 | 1633.3 | 1671.9 | 1759.0 | 1708.2 | 1803.7 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 4419.0 | 4968.7 | 5838.0 | 4395.8 | 4968.7 | 5208.2 | 5562.6 | 5485.5 | 5838.0 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 355.3 | 402.8 | 503.6 | 351.2 | 402.8 | 432.7 | 470.4 | 464.6 | 503.6 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 145.0 | 165.0 | 187.2 | 144.1 | 165.0 | 171.0 | 181.7 | 178.5 | 187.2 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 6730.1 | 7583.3 | 8730.5 | 6690.6 | 7583.3 | 7963.3 | 8450.3 | 8355.3 | 8730.5 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 34765.2 | 36717.1 | 39878.6 | 35992.4 | 36717.1 | 37160.4 | 38060.7 | 39271.4 | 39878.6 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 16505.1 | 17123.5 | 18352.6 | 16841.3 | 17123.5 | 17321.2 | 17660.7 | 17965.6 | 18352.6 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 116776.7 | 131343.5 | 150289.5 | 122774.4 | 131343.5 | 136635.7 | 142306.8 | 144992.3 | 150289.5 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.50 | 6.89 | 5.50 | 6.87 | 6.89 | 6.26 | 5.77 | 5.69 | 5.50 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 10.70 | 9.75 | 7.85 | 9.86 | 9.75 | 8.84 | 8.16 | 8.11 | 7.85 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 25.65 | 27.52 | 29.39 | 25.27 | 27.52 | 28.58 | 29.60 | 28.88 | 29.39 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 36.62 | 38.94 | 41.93 | 36.26 | 38.94 | 40.37 | 41.87 | 41.17 | 41.93 | 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 10, 2022