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
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| Description | Series code | 2022 | 2023 | 2024 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 164153.7 | 175924.7 | 190151.1 | 171894.5 | 175924.7 | 182028.6 | 185059.6 | 190050.0 | 190151.1 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 55536.8 | 57860.4 | 61281.2 | 58463.7 | 57860.4 | 59843.3 | 61679.4 | 61555.3 | 61281.2 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 108616.9 | 118064.3 | 128869.9 | 113430.8 | 118064.3 | 122185.2 | 123380.2 | 128494.7 | 128869.9 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 18010.1 | 18244.5 | 19442.7 | 17946.1 | 18244.5 | 18561.8 | 18482.2 | 18864.9 | 19442.7 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9517.8 | 11172.0 | 11671.3 | 10522.7 | 11172.0 | 11226.5 | 11457.8 | 12009.1 | 11671.3 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4679.1 | 6025.2 | 6134.9 | 5600.8 | 6025.2 | 5944.6 | 6147.3 | 6415.5 | 6134.9 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4838.7 | 5146.8 | 5536.4 | 4922.0 | 5146.8 | 5281.9 | 5310.5 | 5593.6 | 5536.4 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 388.4 | 394.7 | 399.0 | 380.3 | 394.7 | 398.5 | 395.4 | 406.1 | 399.0 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1659.4 | 1806.9 | 1941.0 | 1710.2 | 1806.9 | 1837.9 | 1859.1 | 1962.9 | 1941.0 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 29.9 | 32.8 | 33.3 | 30.2 | 32.8 | 32.7 | 32.6 | 34.6 | 33.3 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 39.6 | 42.7 | 46.1 | 40.8 | 42.7 | 44.1 | 44.3 | 46.5 | 46.1 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2721.3 | 2869.8 | 3116.9 | 2760.5 | 2869.8 | 2968.8 | 2979.0 | 3143.4 | 3116.9 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1406.4 | 1339.3 | 1170.6 | 1315.5 | 1339.3 | 1341.3 | 1329.8 | 1398.2 | 1170.6 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 39805.6 | 47192.8 | 56023.6 | 43218.4 | 47192.8 | 51021.4 | 51900.3 | 55759.9 | 56023.6 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 26311.6 | 31217.1 | 37661.6 | 28754.3 | 31217.1 | 33654.9 | 34315.2 | 37249.8 | 37661.6 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 13494.0 | 15975.7 | 18362.0 | 14464.1 | 15975.7 | 17366.5 | 17585.2 | 18510.1 | 18362.0 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1398.6 | 1505.4 | 1613.7 | 1392.7 | 1505.4 | 1597.3 | 1590.0 | 1631.7 | 1613.7 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 4858.1 | 5971.8 | 7050.6 | 5350.2 | 5971.8 | 6502.2 | 6649.3 | 7028.1 | 7050.6 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 402.9 | 517.1 | 633.2 | 457.7 | 517.1 | 567.9 | 584.0 | 618.4 | 633.2 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 98.1 | 116.9 | 132.2 | 105.8 | 116.9 | 127.3 | 128.4 | 134.7 | 132.2 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 6736.3 | 7864.5 | 8932.3 | 7157.7 | 7864.5 | 8571.8 | 8633.5 | 9097.2 | 8932.3 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) (3) | FL153099475 | 39876.9 | 40115.8 | 40561.6 | 40428.1 | 40115.8 | 40034.2 | 40210.1 | 40462.6 | 40561.6 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 19910.2 | 20463.6 | 20790.3 | 20294.7 | 20463.6 | 20526.8 | 20685.3 | 20852.8 | 20790.3 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 144243.4 | 155461.1 | 169360.8 | 151599.8 | 155461.1 | 161501.7 | 164374.3 | 169197.2 | 169360.8 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 5.80 | 6.35 | 6.14 | 6.12 | 6.35 | 6.17 | 6.19 | 6.32 | 6.14 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 8.76 | 9.46 | 9.06 | 9.28 | 9.46 | 9.19 | 9.29 | 9.35 | 9.06 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 24.25 | 26.83 | 29.46 | 25.14 | 26.83 | 28.03 | 28.05 | 29.34 | 29.46 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 36.65 | 39.97 | 43.47 | 38.10 | 39.97 | 41.76 | 42.07 | 43.39 | 43.47 | 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: March 13, 2025