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 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 148499.4 | 169182 | 165738.6 | 171518.3 | 166478.8 | 164088.2 | 165738.6 | 168755.5 | 174419.2 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 43444.1 | 50953.4 | 55222.5 | 54774.6 | 57183.5 | 56107.1 | 55222.5 | 54965.2 | 57545 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 105055.3 | 118228.5 | 110516.1 | 116743.7 | 109295.3 | 107981.2 | 110516.1 | 113790.3 | 116874.2 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 16224.6 | 18062.9 | 17917.8 | 18319.2 | 18258.4 | 18091 | 17917.8 | 17823.5 | 17755.7 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9828 | 9443.6 | 9770.8 | 9109.3 | 8819.7 | 9082.6 | 9770.8 | 10414.9 | 10878 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4050.1 | 3261 | 4588 | 3250.3 | 3410.4 | 3923.4 | 4588 | 5355.6 | 5527.8 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 5777.9 | 6182.6 | 5182.8 | 5859 | 5409.3 | 5159.2 | 5182.8 | 5059.4 | 5350.2 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 479.5 | 487.3 | 390.8 | 453.5 | 412 | 390.1 | 390.8 | 396.7 | 391.6 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1795 | 1913.8 | 1726.4 | 1819.4 | 1723.4 | 1672.2 | 1726.4 | 1797.3 | 1819.3 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 331.8 | 322.7 | 322.5 | 347.4 | 349.4 | 344.2 | 322.5 | 53.3 | 325.6 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 59.8 | 54.5 | 42.7 | 51 | 46.1 | 43.2 | 42.7 | 44.2 | 43.9 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 3111.7 | 3404.4 | 2700.4 | 3187.7 | 2878.3 | 2709.5 | 2700.4 | 2767.9 | 2769.7 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1203.1 | 1296.2 | 1220.2 | 1398.1 | 1349.4 | 1283.8 | 1220.2 | 1191.1 | 1191.9 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 40897 | 49134.6 | 39692.9 | 47007.9 | 39190.7 | 37500.1 | 39692.9 | 42139.6 | 44714.9 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 26069 | 31792.9 | 26459.5 | 31016.2 | 25975.4 | 25170.4 | 26459.5 | 28144 | 29840.2 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 14827.9 | 17341.7 | 13233.4 | 15991.6 | 13215.3 | 12329.7 | 13233.4 | 13995.5 | 14874.7 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1634.5 | 1752.9 | 1374.2 | 1613.8 | 1353.5 | 1274.4 | 1374.2 | 1424.3 | 1487.9 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 5123.8 | 5974.2 | 4665.9 | 5566.2 | 4631.6 | 4347.1 | 4665.9 | 4989.2 | 5294.7 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 402.8 | 504.2 | 402.9 | 466.7 | 393.3 | 369.8 | 402.9 | 432.7 | 468.7 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 144.7 | 143.4 | 105.8 | 131.5 | 107.8 | 99.5 | 105.8 | 112.3 | 119 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 7522.2 | 8966.9 | 6684.6 | 8213.4 | 6729.3 | 6239 | 6684.6 | 7037.1 | 7504.3 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) (3) | FL153099475 | 36902.6 | 40291.3 | 41914.4 | 40909.2 | 41677 | 42023.7 | 41914.4 | 42221.2 | 42333.7 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 17178.3 | 18834.3 | 19933.4 | 19031.4 | 19388.7 | 19711.5 | 19933.4 | 19967.7 | 20137.6 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 131321.1 | 150347.6 | 145805.2 | 152486.8 | 147090.2 | 144376.7 | 145805.2 | 148787.8 | 154281.6 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 6.6 | 5.6 | 5.9 | 5.3 | 5.3 | 5.5 | 5.9 | 6.2 | 6.2 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 9.4 | 8 | 8.8 | 7.8 | 8.1 | 8.4 | 8.8 | 9.2 | 9.3 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 27.5 | 29 | 23.9 | 27.4 | 23.5 | 22.9 | 23.9 | 25 | 25.6 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 38.9 | 41.6 | 35.9 | 40.3 | 35.9 | 34.7 | 35.9 | 37 | 38.3 | 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.
- Other (line 22) includes proprietor's equity in noncorporate business, defined benefit plan pension entitlements, asset of defined contribution pension plans and mutual funds not included above.
Last Update: September 11, 2023