Series analyzer for FL573034033.Q

Private defined contribution pension funds; money market fund shares; asset

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Data Source

Year-end level estimated from DOL Employee Benefits Security Administration, Private Pension Plan Bulletin: Abstract of Form 5500 Annual Reports and DOL Form 5500 Direct Filing Entity Bulletin: Abstract of Form 5500 Annual Reports table 12, Defined Contribution, as Assets in registered investment companies, plus a portion of Assets in common/collective trusts and Assets in master trusts, where the portion is estimated using DFE Table 2 and Table 12 (Excluding real estate and 403b plan assets). The level is then adjusted for plans whose fiscal years do not end on December 31 and to include plans with fewer than 100 participants. Data are available with a two-year lag. Series is converted to quarterly and estimated for quarters assuming constant transactions throughout the year. Levels after benchmark data are estimated using unpublished Investment Company Institute data on money market funds (Excluding real estate and variable annuity funds) assets held in private defined contribution pension plans. The unadjusted transactions are the change in the level. Data for the most recent ten years show no significant seasonality.

Derived from:
FOF CodeDescription
+ FL573034033.QPrivate defined contribution pension funds; money market fund shares; asset
+ FU573034033.QPrivate defined contribution pension funds; money market fund shares; asset
+ FR573034033.QPrivate defined contribution pension funds; money market fund shares; asset
+ FV573034033.QPrivate defined contribution pension funds; money market fund shares; asset

Used in:
FOF CodeDescription
+ FL573034055.QPrivate defined contribution pension funds, including 403(b) plans; money market fund shares; asset