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 | 2022 | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 148841.5 | 170180.9 | 167090.6 | 164701.6 | 170180.9 | 170473.5 | 164991.0 | 164015.6 | 167090.6 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 43489.1 | 51506.0 | 56377.7 | 49684.9 | 51506.0 | 53789.6 | 55921.0 | 56418.3 | 56377.7 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 105352.4 | 118674.9 | 110712.9 | 115016.7 | 118674.9 | 116683.9 | 109070.0 | 107597.3 | 110712.9 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 16351.1 | 18348.6 | 18200.9 | 17722.7 | 18348.6 | 18539.2 | 18419.5 | 18375.3 | 18200.9 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9843.5 | 9250.2 | 9613.8 | 9205.8 | 9250.2 | 9044.0 | 8739.8 | 8988.8 | 9613.8 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4060.3 | 3138.6 | 4523.8 | 3351.0 | 3138.6 | 3257.8 | 3421.3 | 3940.5 | 4523.8 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 5783.2 | 6111.6 | 5090.0 | 5854.7 | 6111.6 | 5786.1 | 5318.4 | 5048.3 | 5090.0 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 479.5 | 487.3 | 395.0 | 487.6 | 487.3 | 453.5 | 412.1 | 389.9 | 395.0 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1804.2 | 1863.5 | 1621.8 | 1852.9 | 1863.5 | 1766.7 | 1655.1 | 1583.9 | 1621.8 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 331.8 | 322.7 | 321.9 | 152.3 | 322.7 | 347.4 | 349.4 | 344.2 | 321.9 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 64.2 | 69.6 | 55.9 | 68.2 | 69.6 | 65.4 | 59.1 | 55.3 | 55.9 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 3103.4 | 3368.5 | 2695.4 | 3293.8 | 3368.5 | 3153.2 | 2842.7 | 2675.1 | 2695.4 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1254.3 | 1355.6 | 1291.3 | 1339.3 | 1355.6 | 1486.2 | 1430.9 | 1368.7 | 1291.3 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 40963.1 | 49395.7 | 39422.5 | 47003.1 | 49395.7 | 46666.3 | 38764.6 | 36754.6 | 39422.5 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 26115.9 | 31982.8 | 26207.7 | 30699.8 | 31982.8 | 30624.4 | 25523.6 | 24395.0 | 26207.7 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 14847.2 | 17412.9 | 13214.8 | 16303.4 | 17412.9 | 16041.9 | 13241.0 | 12359.6 | 13214.8 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1634.5 | 1753.2 | 1321.8 | 1690.5 | 1753.2 | 1592.8 | 1315.0 | 1223.9 | 1321.8 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 5152.5 | 6100.0 | 4797.2 | 5706.7 | 6100.0 | 5689.4 | 4749.1 | 4474.3 | 4797.2 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 402.8 | 504.2 | 403.4 | 464.6 | 504.2 | 466.7 | 393.3 | 369.8 | 403.4 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 155.3 | 183.2 | 136.1 | 171.2 | 183.2 | 168.5 | 138.2 | 127.5 | 136.1 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 7502.1 | 8872.4 | 6556.4 | 8270.4 | 8872.4 | 8124.5 | 6645.5 | 6164.1 | 6556.4 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 36940.5 | 40324.9 | 42184.4 | 39745.8 | 40324.9 | 40948.2 | 41715.3 | 42110.0 | 42184.4 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 17124.4 | 18361.4 | 19383.6 | 17971.4 | 18361.4 | 18557.0 | 18917.1 | 19235.7 | 19383.6 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 131717.1 | 151819.5 | 147707.0 | 146730.2 | 151819.5 | 151916.5 | 146073.9 | 144779.9 | 147707.0 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 6.61 | 5.44 | 5.75 | 5.59 | 5.44 | 5.31 | 5.30 | 5.48 | 5.75 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 9.34 | 7.79 | 8.68 | 8.00 | 7.79 | 7.75 | 8.01 | 8.35 | 8.68 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 27.52 | 29.03 | 23.59 | 28.54 | 29.03 | 27.37 | 23.49 | 22.41 | 23.59 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 38.88 | 41.62 | 35.61 | 40.87 | 41.62 | 39.99 | 35.54 | 34.16 | 35.61 | 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 9, 2023