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 | 2022 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 133361.4 | 148554.4 | 168888.9 | 165405.3 | 171276.7 | 166247.0 | 163565.3 | 165405.3 | 168453.8 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 39779.8 | 43462.3 | 50530.5 | 54652.9 | 54198.0 | 56575.9 | 55517.3 | 54652.9 | 54124.1 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 93581.6 | 105092.0 | 118358.4 | 110752.5 | 117078.7 | 109671.1 | 108048.0 | 110752.5 | 114329.8 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 13360.3 | 16223.3 | 18088.7 | 17931.8 | 18333.3 | 18273.6 | 18101.6 | 17931.8 | 17816.5 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9814.9 | 9825.7 | 9277.7 | 9727.4 | 9081.6 | 8783.8 | 9036.1 | 9727.4 | 10543.2 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4526.5 | 4043.3 | 3165.5 | 4666.0 | 3293.3 | 3457.3 | 3975.4 | 4666.0 | 5558.6 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 5288.4 | 5782.4 | 6112.2 | 5061.4 | 5788.3 | 5326.5 | 5060.7 | 5061.4 | 4984.6 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 458.4 | 479.5 | 487.3 | 390.5 | 453.5 | 412.1 | 390.1 | 390.5 | 399.0 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1602.5 | 1804.2 | 1863.5 | 1616.3 | 1766.7 | 1655.2 | 1587.4 | 1616.3 | 1680.6 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 283.9 | 331.8 | 322.7 | 321.9 | 347.4 | 349.4 | 344.2 | 321.9 | 52.6 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 58.2 | 64.2 | 69.6 | 54.7 | 65.1 | 58.8 | 55.4 | 54.7 | 56.7 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2885.3 | 3102.7 | 3369.1 | 2677.9 | 3155.6 | 2851.1 | 2683.6 | 2677.9 | 2795.7 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1080.3 | 1203.1 | 1296.6 | 1221.8 | 1398.7 | 1350.6 | 1285.4 | 1221.8 | 1197.1 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 34254.1 | 40910.0 | 49336.0 | 39713.5 | 47262.1 | 39460.5 | 37444.4 | 39713.5 | 42101.6 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 21081.8 | 26064.6 | 31921.3 | 26366.2 | 31193.0 | 26167.2 | 25029.4 | 26366.2 | 27918.8 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 13172.3 | 14845.5 | 17414.7 | 13347.3 | 16069.0 | 13293.4 | 12415.0 | 13347.3 | 14182.8 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1488.9 | 1634.5 | 1753.2 | 1376.3 | 1614.4 | 1354.2 | 1275.7 | 1376.3 | 1429.7 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 4427.5 | 5152.5 | 6100.0 | 4797.7 | 5689.4 | 4742.9 | 4462.6 | 4797.7 | 5084.7 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 355.3 | 402.8 | 504.2 | 403.4 | 466.7 | 393.3 | 369.8 | 403.4 | 433.1 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 136.5 | 155.3 | 183.2 | 135.6 | 167.8 | 137.5 | 127.5 | 135.6 | 143.9 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 6764.0 | 7500.4 | 8874.1 | 6634.4 | 8130.7 | 6665.4 | 6179.4 | 6634.4 | 7091.3 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 35072.0 | 36929.8 | 40359.4 | 42157.9 | 41003.0 | 41802.6 | 42180.4 | 42157.9 | 42671.3 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 16604.8 | 17178.0 | 18479.1 | 19595.5 | 18682.9 | 19046.6 | 19374.4 | 19595.5 | 19618.5 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 116756.6 | 131376.4 | 150409.8 | 145809.9 | 152593.8 | 147200.4 | 144190.9 | 145809.9 | 148835.3 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.36 | 6.61 | 5.49 | 5.88 | 5.30 | 5.28 | 5.52 | 5.88 | 6.26 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 10.49 | 9.35 | 7.84 | 8.78 | 7.76 | 8.01 | 8.36 | 8.78 | 9.22 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 25.69 | 27.54 | 29.21 | 24.01 | 27.59 | 23.74 | 22.89 | 24.01 | 24.99 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 36.60 | 38.93 | 41.68 | 35.86 | 40.37 | 35.98 | 34.66 | 35.86 | 36.82 | 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 8, 2023