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 | 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
- 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: June 7, 2024