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
Make Full Screen
| Description | Series code | 2022 | 2023 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 164221.4 | 175841.3 | 167538.1 | 173087.4 | 171841.6 | 175841.3 | 181788.4 | 184760.7 | 189700.2 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 55576.9 | 57861.9 | 55599.4 | 58019.3 | 58473.6 | 57861.9 | 59669.7 | 61468.7 | 61345.2 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 108644.5 | 117979.3 | 111938.7 | 115068.1 | 113368 | 117979.3 | 122118.7 | 123292 | 128354.9 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 18020.4 | 18254.2 | 17969.9 | 17961.6 | 17956 | 18254.2 | 18567.1 | 18485.7 | 18865.2 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9470.4 | 11079 | 10331.1 | 10501.9 | 10444.5 | 11079 | 11112.2 | 11352.3 | 11909.3 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4632.2 | 5930.3 | 5355.7 | 5462.8 | 5521.3 | 5930.3 | 5825.9 | 6030.8 | 6308.9 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4838.2 | 5148.7 | 4975.4 | 5039.1 | 4923.2 | 5148.7 | 5286.3 | 5321.5 | 5600.4 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 388.4 | 394.6 | 394.1 | 394.8 | 380.2 | 394.6 | 398.3 | 395.1 | 405.4 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1659.4 | 1805.9 | 1716.9 | 1737 | 1709.1 | 1805.9 | 1836.9 | 1857.1 | 1960.2 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 29.9 | 32.8 | 31 | 31.5 | 30.2 | 32.8 | 32.7 | 32.6 | 34.6 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 39.6 | 42.7 | 41 | 41.8 | 40.8 | 42.7 | 44.1 | 44.3 | 46.5 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2720.8 | 2872.9 | 2792.4 | 2834.1 | 2762.9 | 2872.9 | 2974.3 | 2992.4 | 3153.7 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1406.4 | 1339.2 | 1382.1 | 1382.6 | 1315.5 | 1339.2 | 1341.3 | 1329.7 | 1398.1 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 39814.1 | 47185.5 | 42361.9 | 44897.4 | 43209 | 47185.5 | 51028.8 | 51873.8 | 55688.2 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 26321.3 | 31202.9 | 28100 | 29738.7 | 28740.2 | 31202.9 | 33648.2 | 34251.9 | 37136.4 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 13492.7 | 15982.5 | 14261.9 | 15158.8 | 14468.7 | 15982.5 | 17380.6 | 17621.9 | 18551.8 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1398.6 | 1505.5 | 1443 | 1492.2 | 1392.8 | 1505.5 | 1597.4 | 1590.3 | 1632.5 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 4858.1 | 5970 | 5182.7 | 5551.6 | 5348.3 | 5970 | 6500.3 | 6646.7 | 7026.7 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 402.9 | 517.1 | 432.7 | 468.7 | 457.7 | 517.1 | 567.9 | 584 | 618.4 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 98.1 | 116.9 | 104.1 | 111.2 | 105.8 | 116.9 | 127.3 | 128.4 | 134.8 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 6735 | 7873 | 7099.5 | 7535.1 | 7164.1 | 7873 | 8587.8 | 8672.5 | 9139.5 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) (3) | FL153099475 | 39933.3 | 40121.4 | 39893.8 | 40324.5 | 40443 | 40121.4 | 40069.3 | 40250.4 | 40494.2 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 19917.6 | 20495.5 | 19958.6 | 20133.1 | 20318.7 | 20495.5 | 20563.7 | 20726.7 | 20900.3 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 144303.9 | 155345.8 | 147579.6 | 152954.3 | 151522.9 | 155345.8 | 161224.7 | 164034 | 168799.9 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 5.8 | 6.3 | 6.2 | 6.1 | 6.1 | 6.3 | 6.1 | 6.1 | 6.3 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 8.7 | 9.4 | 9.2 | 9.1 | 9.2 | 9.4 | 9.1 | 9.2 | 9.3 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 24.2 | 26.8 | 25.3 | 25.9 | 25.1 | 26.8 | 28.1 | 28.1 | 29.4 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 36.6 | 40 | 37.8 | 39 | 38.1 | 40 | 41.8 | 42.1 | 43.4 | 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: December 12, 2024