Series analyzer for FU573064233.Q

Private defined contribution pension funds; mutual 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 Pooled Separate Accounts (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. The rate of return on mutual fund sector total assets are used to estimate capital gains (FL654090000). For benchmark years the unadjusted transactions are the change in the level less estimated capital gains. For quarters after the benchmark, transactions are estimated from unpublished Investment Company Institute data. Data for the most recent ten years show no significant seasonality.

Derived from:
FOF CodeDescription
+ FA573064233.QPrivate defined contribution pension funds; mutual fund shares; asset
- FS573064233.QPrivate defined contribution pension funds; mutual fund shares; asset

Used in:
FOF CodeDescription
+ FU573064275.QPrivate defined contribution pension funds, including 403(b) plans; mutual fund shares, excluding variable annuity mutual fund shares; asset
+ FU573064255.QPrivate defined contribution pension funds, including 403(b) plans; mutual fund shares; asset