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 2023 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 Line
Households and nonprofit organizations; total assets FL152000005 148644 169152 164632.6 176246.9 167886.7 173346.4 172120.2 176246.9 181428.8 1
Households and nonprofit organizations; nonfinancial assets FL152010005 43597.1 51205.7 55634.4 57908.6 55644 58066.9 58503.2 57908.6 58912.7 2
Households and nonprofit organizations; total financial assets FL154090005 105046.9 117946.3 108998.2 118338.3 112242.7 115279.5 113617 118338.3 122516.1 3
Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) FL154000025 16221.8 18062.5 17945.9 18141.6 17886.7 17864.6 17865.4 18141.6 18330.7 4
Households and nonprofit organizations; directly and indirectly held debt securities; asset LM154022375 9314.2 8945.8 9298.4 10920.9 10118.2 10322.7 10300.4 10920.9 10971.8 5
Households and nonprofit organizations; debt securities; asset LM154022005 3829 3049.5 4435.9 5729 5100.7 5232 5330.6 5729 5676.6 6
Households and nonprofit organizations; indirectly held debt securities; asset LM154022075 5485.1 5896.3 4862.5 5191.9 5017.5 5090.7 4969.8 5191.9 5295.2 7
Life insurance companies; debt securities held indirectly through mutual funds; asset LM544022053 477.6 484.5 388.4 394.5 394 394.7 380 394.5 395.5 8
Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) LM574022075 1794.9 1913.7 1707.9 1889.2 1787.6 1821.6 1792.7 1889.2 1921.2 9
Federal government defined contribution retirement funds; debt securities; asset (2) LM344022025 39.1 37 29.9 32.1 31 31.5 30.2 32.1 32 10
State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) LM223064223 59.8 54.4 42.7 46.1 44.2 45.1 44 46.1 46.9 11
Mutual funds; debt securities indirectly held by households; asset LM654022055 3113.7 3406.7 2693.6 2830.1 2760.6 2797.9 2722.8 2830.1 2899.6 12
Households and nonprofit organizations; loans; asset FL154023005 1376.9 1467.3 1417 1350.6 1392.8 1393.5 1326.6 1350.6 1352.7 13
Households and nonprofit organizations; directly and indirectly held corporate equities; asset LM153064475 40917 49065.4 39736.1 47130.4 42286.1 44715.4 43036 47130.4 50956.5 14
Households and nonprofit organizations; corporate equities; asset LM153064105 26055.1 31684.7 26474.6 31583.8 28300.9 29900.1 28939.1 31583.8 34086.6 15
Households and nonprofit organizations; indirectly held corporate equities; asset LM153064175 14861.9 17380.7 13261.4 15546.6 13985.2 14815.3 14096.9 15546.6 16869.9 16
Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset LM543064153 1663.5 1785.3 1399.9 1508.3 1444.8 1494.4 1395.1 1508.3 1603.2 17
Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) LM573064175 5123.8 5974.3 4685 5639.9 4976.7 5293.1 5069.7 5639.9 6114.9 18
Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) LM343064125 402.8 504.2 402.9 516.4 432.7 468.7 457.7 516.4 567.2 19
State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) LM223064213 144.7 143.4 105.7 126.2 112.3 119.9 114.1 126.2 136.7 20
Mutual funds; corporate equities indirectly held by households; asset LM653064155 7527.2 8973.6 6667.9 7755.7 7018.8 7439.2 7060.3 7755.7 8447.9 21
Households and nonprofit organizations; other financial assets (B.101.e) (3) FL153099475 37217 40405.3 40600.8 40794.9 40558.9 40983.3 41088.6 40794.9 40904.4 22
Households and nonprofit organizations; total liabilities FL154190005 17205.9 18851.5 19950.7 20519.7 19988.8 20162.1 20347.2 20519.7 20585.1 23
Households and nonprofit organizations; net worth FL152090005 131438.1 150300.5 144681.9 155727.2 147897.9 153184.3 151773 155727.2 160843.7 24
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets FL154022376 6.3 5.3 5.6 6.2 6 6 6 6.2 6 25
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets FL154022386 8.9 7.6 8.5 9.2 9 9 9.1 9.2 9 26
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets FL153064476 27.5 29 24.1 26.7 25.2 25.8 25 26.7 28.1 27
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets FL153064486 39 41.6 36.5 39.8 37.7 38.8 37.9 39.8 41.6 28

NOTES

  1. Includes foreign deposits, checkable deposits and currency, time and savings deposits, and money market fund shares.
  2. 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.
  3. 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: June 7, 2024