Financial Accounts of the United States - Z.1
F.118.c Private Pension Funds Defined Contribution Plans (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates| Description | Series code | 2020 | 2021 | 2022 | 2023 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private defined contribution pension funds; total financial assets | FA574090055 | 110.9 | 27.7 | 37 | 62 | 90.4 | 34.8 | 58.4 | 64.3 | 43.6 | 1 |
| Private defined contribution pension funds; checkable deposits and currency; asset | FA573020033 | -7.4 | 5 | -1.1 | -0.8 | -0.6 | -1.3 | -1 | -0.3 | -1.4 | 2 |
| Private defined contribution pension funds; total time and savings deposits; asset | FA573030033 | 0.6 | 0.3 | 0.4 | 0.3 | 0.2 | 0.5 | 0.4 | 0.1 | 0.5 | 3 |
| Private defined contribution pension funds, including 403(b) plans; money market fund shares; asset | FA573034055 | 17.7 | 6.6 | 12.3 | 9.5 | 7.1 | 14.8 | 11.6 | 4.4 | 15.2 | 4 |
| Private defined contribution pension funds; security repurchase agreements; asset | FA572051033 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 |
| Private defined contribution pension funds; debt securities; asset | FA574022035 | 42.9 | 84.4 | 91.9 | 68.6 | 99.7 | 119.6 | 54.9 | 0.2 | 78.2 | 6 |
| Private defined contribution pension funds; commercial paper; asset | FA573069133 | 1.3 | 0.6 | 0.9 | 0.7 | 0.5 | 1.1 | 0.8 | 0.3 | 1.2 | 7 |
| Private defined contribution pension funds; Treasury securities; asset | FA573061133 | 14.8 | 34.4 | 48.5 | 42 | 72.2 | 67.7 | 21.2 | 7 | 30.2 | 8 |
| Private defined contribution pension funds; agency- and GSE-backed securities; asset | FA573061733 | 12.5 | 15.5 | 13.4 | 9.7 | 7 | 15.7 | 12.1 | 4 | 17.2 | 9 |
| Private defined contribution pension funds; corporate and foreign bonds; asset | FA573063033 | 14.2 | 33.9 | 29 | 16.2 | 20 | 35.1 | 20.8 | -11.1 | 29.6 | 10 |
| Private defined contribution pension funds; total mortgages; asset | FA573065033 | 0.7 | 0 | 0.4 | 0.3 | 0.2 | 0.4 | 0.3 | 0.1 | 0.5 | 11 |
| Private defined contribution pension funds; corporate equities; asset | FA573064133 | -26.1 | -67.1 | -44.6 | -51.3 | -63.2 | -52.4 | -40.3 | -49.3 | -57.3 | 12 |
| Private defined contribution pension funds, including 403(b) plans; mutual fund shares; asset | FA573064255 | 19.4 | -43.1 | -34.7 | 20.2 | 70.3 | -58.7 | -7.8 | 77 | -59.3 | 13 |
| Private defined contribution pension funds; total miscellaneous assets | FA573090055 | 63 | 41.7 | 12.5 | 15.3 | -23.2 | 12 | 40.2 | 32.2 | 67.3 | 14 |
| Private defined contribution pension funds; unallocated insurance contracts; asset (2) | FA573095505 | 16.2 | -0.6 | -1.1 | 9.3 | 12.4 | 8 | -0.3 | 17.2 | 10.6 | 15 |
| Private defined contribution pension funds; pension fund contributions receivable; asset | FA573074033 | 1.1 | 3.1 | 2 | 1.5 | 1.1 | 2.4 | 1.8 | 0.6 | 2.6 | 16 |
| Private defined contribution pension funds; unidentified miscellaneous assets | FA573093055 | 45.7 | 39.2 | 11.6 | 4.5 | -36.7 | 1.6 | 38.7 | 14.4 | 54 | 17 |
| Private defined contribution pension funds; total financial assets | FA574090055 | 110.9 | 27.7 | 37 | 62 | 90.4 | 34.8 | 58.4 | 64.3 | 43.6 | 18 |
NOTES
- Includes 401(k) and 403(b) type plans.
- Includes products sold by life insurance companies, such as variable annuities and guaranteed investment contracts; series begins 1985:Q4.
Last Update: June 7, 2024