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 | 2020 | 2021 | 2021 Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 148465.6 | 168481.0 | 153538.7 | 159818.0 | 163274.6 | 168481.0 | 168507.6 | 162584.6 | 162512.8 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 43580.9 | 50337.4 | 44957.3 | 46813.0 | 48629.2 | 50337.4 | 52174.4 | 53809.3 | 54791.9 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 104884.7 | 118143.6 | 108581.4 | 113005.1 | 114645.4 | 118143.6 | 116333.2 | 108775.3 | 107720.9 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 16351.2 | 18347.6 | 17366.3 | 17532.4 | 17718.9 | 18347.6 | 18542.5 | 18422.8 | 18409.4 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9720.1 | 9016.7 | 9141.0 | 9149.0 | 9150.9 | 9016.7 | 9104.8 | 8923.9 | 9352.5 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 3936.8 | 2883.4 | 3338.8 | 3192.3 | 3294.8 | 2883.4 | 3305.2 | 3594.1 | 4305.9 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 5783.3 | 6133.3 | 5802.1 | 5956.7 | 5856.1 | 6133.3 | 5799.5 | 5329.8 | 5046.6 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 479.5 | 487.3 | 475.0 | 488.5 | 487.6 | 487.3 | 453.4 | 411.9 | 388.1 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1804.1 | 1866.3 | 1785.9 | 1838.6 | 1855.4 | 1866.3 | 1768.9 | 1656.8 | 1581.7 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 331.8 | 322.7 | 328.8 | 331.7 | 152.3 | 322.7 | 347.4 | 349.4 | 344.2 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 64.3 | 69.6 | 65.0 | 67.0 | 68.2 | 69.6 | 65.4 | 58.8 | 55.3 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 3103.5 | 3387.4 | 3147.4 | 3230.9 | 3292.7 | 3387.4 | 3164.4 | 2852.9 | 2677.4 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1254.3 | 1350.7 | 1267.8 | 1283.9 | 1334.8 | 1350.7 | 1481.5 | 1425.6 | 1368.7 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 40970.5 | 49402.1 | 43695.4 | 47005.9 | 47040.4 | 49402.1 | 46617.4 | 38680.6 | 36737.2 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 26122.9 | 31940.7 | 28161.1 | 30468.1 | 30740.8 | 31940.7 | 30545.3 | 25424.0 | 24328.6 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 14847.5 | 17461.4 | 15534.4 | 16537.9 | 16299.6 | 17461.4 | 16072.1 | 13256.6 | 12408.7 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1634.5 | 1754.2 | 1661.1 | 1752.7 | 1691.4 | 1754.2 | 1593.8 | 1315.8 | 1227.0 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 5152.4 | 6097.7 | 5402.6 | 5776.2 | 5704.8 | 6097.7 | 5687.3 | 4737.9 | 4467.6 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 402.8 | 504.2 | 432.7 | 470.4 | 464.6 | 504.2 | 466.7 | 393.3 | 369.8 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 155.4 | 183.3 | 162.6 | 173.4 | 171.3 | 183.3 | 168.6 | 137.6 | 128.3 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 7502.4 | 8922.0 | 7875.5 | 8365.1 | 8267.6 | 8922.0 | 8155.8 | 6672.1 | 6216.0 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 36588.7 | 40026.5 | 37110.9 | 38033.9 | 39400.4 | 40026.5 | 40586.9 | 41322.4 | 41853.1 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 17121.3 | 18358.9 | 17319.1 | 17659.2 | 17968.7 | 18358.9 | 18553.8 | 18914.2 | 19234.4 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 131344.3 | 150122.1 | 136219.6 | 142158.8 | 145305.9 | 150122.1 | 149953.8 | 143670.4 | 143278.4 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 6.55 | 5.35 | 5.95 | 5.72 | 5.60 | 5.35 | 5.40 | 5.49 | 5.75 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 9.27 | 7.63 | 8.42 | 8.10 | 7.98 | 7.63 | 7.83 | 8.20 | 8.68 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 27.60 | 29.32 | 28.46 | 29.41 | 28.81 | 29.32 | 27.66 | 23.79 | 22.61 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 39.06 | 41.82 | 40.24 | 41.60 | 41.03 | 41.82 | 40.07 | 35.56 | 34.10 | 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: December 9, 2022