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 | 2021 | 2022 | 2023 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 169369.8 | 164261.2 | 175870.6 | 167570.7 | 173122.9 | 171840.8 | 175870.6 | 181588.1 | 184525.6 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 51188.6 | 55621.5 | 57903.4 | 55637.4 | 58064.6 | 58506.8 | 57903.4 | 59484 | 61287.6 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 118181.2 | 108639.7 | 117967.2 | 111933.3 | 115058.3 | 113334 | 117967.2 | 122104.1 | 123238 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 18060.9 | 17964.7 | 18197.1 | 17906.8 | 17892.5 | 17887 | 18197.1 | 18510.2 | 18438.4 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 8904 | 9492.2 | 11159.7 | 10356.8 | 10551.2 | 10510.5 | 11159.7 | 11228.4 | 11528.1 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 2988.3 | 4653.9 | 6000.9 | 5380.2 | 5505.7 | 5580 | 6000.9 | 5923.1 | 6199.2 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 5915.8 | 4838.3 | 5158.8 | 4976.6 | 5045.5 | 4930.5 | 5158.8 | 5305.3 | 5328.9 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 484.5 | 388.4 | 394.4 | 394 | 394.7 | 380 | 394.4 | 397.9 | 392.7 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1913.7 | 1659.4 | 1818.9 | 1718.9 | 1744.4 | 1720.9 | 1818.9 | 1860.5 | 1879.8 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 37 | 29.9 | 32.8 | 31 | 31.5 | 30.2 | 32.8 | 32.7 | 32.6 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 54.4 | 39.6 | 42.7 | 41 | 41.8 | 40.8 | 42.7 | 44.1 | 44.1 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 3426.1 | 2720.9 | 2870.1 | 2791.7 | 2833.1 | 2758.6 | 2870.1 | 2970.2 | 2979.7 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1466.9 | 1416.6 | 1349.8 | 1392.4 | 1393 | 1326 | 1349.8 | 1352.8 | 1342.2 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 49298.8 | 39787.5 | 47162.3 | 42336.3 | 44868.6 | 43175.7 | 47162.3 | 50885.6 | 51547.5 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 31866.9 | 26294.5 | 31219.5 | 28078.4 | 29727.8 | 28743.2 | 31219.5 | 33553.8 | 33952.8 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 17431.9 | 13493 | 15942.8 | 14257.9 | 15140.8 | 14432.5 | 15942.8 | 17331.8 | 17594.7 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1785.3 | 1398.6 | 1505.5 | 1443.1 | 1492.2 | 1392.9 | 1505.5 | 1597.4 | 1591.5 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 5974.3 | 4858.1 | 5938.1 | 5180.3 | 5536.2 | 5323.3 | 5938.1 | 6456.3 | 6595 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 504.2 | 402.9 | 517.1 | 432.7 | 468.7 | 457.7 | 517.1 | 567.9 | 584 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 143.4 | 98.1 | 116.9 | 104.1 | 111.2 | 105.8 | 116.9 | 127.3 | 128.8 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 9024.8 | 6735.3 | 7865.3 | 7097.7 | 7532.5 | 7152.8 | 7865.3 | 8583 | 8695.4 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) (3) | FL153099475 | 40450.5 | 39978.7 | 40098.3 | 39941 | 40353.1 | 40434.9 | 40098.3 | 40127.2 | 40381.9 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 18828.3 | 19927.8 | 20493.3 | 19966.6 | 20137.7 | 20319.7 | 20493.3 | 20551.4 | 20728.7 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 150541.4 | 144333.4 | 155377.4 | 147604.1 | 152985.2 | 151521.1 | 155377.4 | 161036.7 | 163797 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 5.3 | 5.8 | 6.3 | 6.2 | 6.1 | 6.1 | 6.3 | 6.2 | 6.2 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 7.5 | 8.7 | 9.5 | 9.3 | 9.2 | 9.3 | 9.5 | 9.2 | 9.4 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 29.1 | 24.2 | 26.8 | 25.3 | 25.9 | 25.1 | 26.8 | 28 | 27.9 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 41.7 | 36.6 | 40 | 37.8 | 39 | 38.1 | 40 | 41.7 | 41.8 | 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 12, 2024