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 adjustedDescription | Series code | 2018 | 2019 | 2020 | 2021 | 2021 Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 | 2022 Q1 | Line |
---|---|---|---|---|---|---|---|---|---|---|---|
Households and nonprofit organizations; total assets | FL152000005 | 120029.5 | 133202.5 | 148825.3 | 168176.7 | 153891.7 | 159747.2 | 162932.0 | 168176.7 | 167916.8 | 1 |
Households and nonprofit organizations; nonfinancial assets | FL152010005 | 37893.0 | 39900.5 | 43523.1 | 50454.5 | 44945.0 | 46880.1 | 48651.3 | 50454.5 | 52408.6 | 2 |
Households and nonprofit organizations; total financial assets | FL154090005 | 82136.5 | 93302.0 | 105302.2 | 117722.1 | 108946.6 | 112867.1 | 114280.7 | 117722.1 | 115508.2 | 3 |
Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 12298.5 | 13360.8 | 16287.5 | 18272.1 | 17262.1 | 17459.5 | 17642.6 | 18272.1 | 18524.3 | 4 |
Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 8829.7 | 9811.5 | 10035.7 | 8840.1 | 9458.3 | 9051.7 | 9073.8 | 8840.1 | 8645.3 | 5 |
Households and nonprofit organizations; debt securities; asset | LM154022005 | 4251.4 | 4533.4 | 4222.1 | 2719.9 | 3627.3 | 3064.7 | 3181.2 | 2719.9 | 2961.0 | 6 |
Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4578.4 | 5278.1 | 5813.5 | 6120.3 | 5831.1 | 5987.0 | 5892.6 | 6120.3 | 5684.3 | 7 |
Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 422.4 | 458.8 | 479.8 | 487.8 | 475.3 | 488.9 | 488.1 | 487.8 | 442.5 | 8 |
Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1399.6 | 1603.5 | 1798.5 | 1861.3 | 1777.8 | 1829.7 | 1850.9 | 1861.3 | 1739.3 | 9 |
Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 280.8 | 283.9 | 331.8 | 322.7 | 328.8 | 331.7 | 152.3 | 322.7 | 347.4 | 10 |
State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 53.4 | 58.3 | 64.3 | 69.7 | 65.0 | 67.0 | 68.3 | 69.7 | 63.9 | 11 |
Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2422.2 | 2873.5 | 3139.0 | 3378.9 | 3184.0 | 3269.6 | 3333.1 | 3378.9 | 3091.2 | 12 |
Households and nonprofit organizations; loans; asset | FL154023005 | 1115.3 | 1148.0 | 1261.2 | 1351.3 | 1272.5 | 1287.2 | 1336.5 | 1351.3 | 1482.1 | 13 |
Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 26714.5 | 34190.0 | 40924.2 | 49211.1 | 43673.8 | 46875.4 | 46774.3 | 49211.1 | 46255.7 | 14 |
Households and nonprofit organizations; corporate equities; asset | LM153064105 | 16279.0 | 21051.6 | 26171.5 | 32011.7 | 28240.1 | 30449.9 | 30592.0 | 32011.7 | 30310.1 | 15 |
Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 10435.5 | 13138.4 | 14752.7 | 17199.5 | 15433.7 | 16425.5 | 16182.3 | 17199.5 | 15945.7 | 16 |
Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1243.3 | 1488.9 | 1633.3 | 1750.3 | 1659.3 | 1749.8 | 1688.2 | 1750.3 | 1596.9 | 17 |
Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 3531.8 | 4427.4 | 4977.7 | 5870.7 | 5218.0 | 5573.3 | 5496.3 | 5870.7 | 5482.2 | 18 |
Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 277.9 | 355.3 | 402.8 | 504.2 | 432.7 | 470.4 | 464.6 | 504.2 | 466.7 | 19 |
State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 116.1 | 136.6 | 155.4 | 183.3 | 162.6 | 173.4 | 171.3 | 183.3 | 170.1 | 20 |
Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 5266.3 | 6730.1 | 7583.5 | 8890.9 | 7961.2 | 8458.5 | 8362.0 | 8890.9 | 8229.8 | 21 |
Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 33178.4 | 34791.7 | 36793.6 | 40047.5 | 37279.9 | 38193.3 | 39453.5 | 40047.5 | 40600.8 | 22 |
Households and nonprofit organizations; total liabilities | FL154190005 | 15998.6 | 16497.1 | 17117.8 | 18353.7 | 17318.3 | 17660.4 | 17968.1 | 18353.7 | 18637.7 | 23 |
Households and nonprofit organizations; net worth | FL152090005 | 104030.9 | 116705.3 | 131707.4 | 149823.0 | 136573.4 | 142086.9 | 144963.9 | 149823.0 | 149279.1 | 24 |
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.36 | 7.37 | 6.74 | 5.26 | 6.15 | 5.67 | 5.57 | 5.26 | 5.15 | 25 |
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 10.75 | 10.52 | 9.53 | 7.51 | 8.68 | 8.02 | 7.94 | 7.51 | 7.48 | 26 |
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 22.26 | 25.67 | 27.50 | 29.26 | 28.38 | 29.34 | 28.71 | 29.26 | 27.55 | 27 |
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 32.52 | 36.64 | 38.86 | 41.80 | 40.09 | 41.53 | 40.93 | 41.80 | 40.05 | 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 9, 2022