Federal Reserve Statistical Release, Z.1,
 Flow of Funds Accounts of the United States; title with eagle logo links to Statistical Release home page

Release Date: June 11, 2009
Release dates | Coded tables | Historical data
Current release | Screen reader | PDF (450 KB)

B.100.e Balance Sheet of Households and Nonprofit Organizations with Equity Detail1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted

Description
2002
2003
2004
2005
2006
2007
2008
Q1
2008
Q2
2008
Q3
2008
Q4
2009
Q1


Line
Households and nonprofit organizations total assets asset 49329.9 56222.7 62861.8 70177.0 75644.1 76933.9 74592.2 73723.4 71144.5 65961.1 64516.9 1
Households and nonprofit organizations tangible assets asset 19255.7 21160.4 23950.3 27338.5 28288.4 27102.1 26427.4 26248.0 25681.6 24781.8 24221.5 2
Households and nonprofit organizations total financial assets asset 30074.2 35062.3 38911.5 42838.5 47355.7 49831.8 48164.8 47475.4 45462.9 41179.3 40295.5 3
Households and nonprofit organizations total deposits and currency asset 5154.4 5350.4 5742.5 6153.6 6779.1 7377.5 7570.1 7440.5 7562.1 7865.8 7880.7 4
Households and nonprofit organizations credit market instruments, excluding corporate equities asset 2545.1 2774.7 3086.2 3427.7 3559.3 3914.9 3801.8 3807.5 3871.5 3764.0 4263.5 5
Households and nonprofit organizations corporate equities and mutual fund shares at market value asset 10613.9 14140.2 16010.3 17402.0 20071.4 20674.0 18763.1 18161.1 16033.2 12269.1 11252.4 6
Households and nonprofit organizations corporate directly held equities asset 5161.2 6787.5 7491.0 7999.5 9196.4 9167.9 8496.6 8031.3 7137.3 5496.6 5178.0 7
Households and nonprofit organizations corporate indirectly held equities asset 5452.7 7352.7 8519.3 9402.5 10875.0 11506.0 10266.4 10129.9 8895.9 6772.5 6074.4 8
Life insurance companies corporate equities indirectly held by households asset 692.5 887.3 1028.9 1140.1 1334.7 1466.8 1321.8 1315.8 1196.3 942.2 847.0 9
Private pension funds total corporate equities asset 2223.2 2924.1 3308.1 3612.2 4159.7 4282.4 3763.2 3667.6 3294.0 2520.8 2247.3 10
Private defined benefit pension funds total corporate equities held directly and in mutual funds asset 1031.1 1300.2 1452.9 1567.7 1729.9 1690.7 1481.2 1418.3 1236.3 903.5 766.0 11
Private defined contribution pension funds total corporate equities held directly and in mutual funds asset 1192.1 1623.9 1855.2 2044.5 2429.8 2591.7 2282.0 2249.3 2057.8 1617.3 1481.3 12
State and local government employee retirement funds corporate equity indirectly held by households 1157.4 1557.3 1761.2 1887.3 2129.2 2193.2 1954.8 1918.9 1728.9 1312.2 1166.3 13
Federal government retirement funds corporate equities asset 45.9 79.9 99.2 112.6 138.1 149.1 128.4 127.6 111.1 85.6 74.7 14
Mutual funds corporate equities indirectly held by households asset 1333.7 1904.1 2321.9 2650.4 3113.2 3414.5 3098.2 3099.8 2565.5 1911.8 1739.2 15
Households and nonprofit organizations other financial assets asset 11760.9 12797.0 14072.5 15855.2 16946.0 17865.4 18029.9 18066.3 17996.1 17280.3 16898.9 16
Households and nonprofit organizations total financial liabilities liability 8832.0 9859.5 11031.7 12179.1 13438.4 14342.3 14441.4 14396.6 14561.1 14254.9 14140.5 17
Households and nonprofit organizations net worth (market value) asset 40498.0 46363.2 51830.1 57997.8 62205.8 62591.6 60150.8 59326.8 56583.4 51706.2 50376.5 18
Households and nonprofit organizations corporate equities and mutual fund shares excluding defined benefit plans asset 8418.4 11265.0 12776.9 13927.5 16190.8 16768.7 15308.1 14805.6 13051.6 10041.1 9309.4 19
Households and nonprofit organizations corporate equities and mutual fund shares at market value asset as a percentage of Households and nonprofit organizations total assets asset 21.5 25.2 25.5 24.8 26.5 26.9 25.2 24.6 22.5 18.6 17.4 20
Households and nonprofit organizations corporate equities and mutual fund shares at market value asset as a percentage of Households and nonprofit organizations total financial assets asset 35.3 40.3 41.1 40.6 42.4 41.5 39.0 38.3 35.3 29.8 27.9 21

  FOOTNOTES
  1.  Estimates of equity shares (lines 7 through 15 could differ from other sources owing to alternative definitions of ownership of equity by households.
      Prior to 1985, all pension assets are assumed to have been in defined benefit plans. Return to text


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Current release | Screen reader | PDF (450 KB)

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