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: December 11, 2008
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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 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007
Line
Households and nonprofit organizations total assets asset 35292.6 39185.4 43502.4 49092.8 49619.4 50002.9 49599.0 56563.7 63153.4 69566.2 75045.0 76549.1 1
Households and nonprofit organizations tangible assets asset 11772.5 12388.1 13411.8 14538.8 16233.6 17740.5 19257.1 21159.4 23963.9 27124.7 28061.2 27092.4 2
Households and nonprofit organizations total financial assets asset 23520.1 26797.2 30090.6 34554.0 33385.8 32262.4 30341.9 35404.3 39189.5 42441.5 46983.9 49456.7 3
Households and nonprofit organizations total deposits and currency asset 3519.3 3686.8 3903.1 4078.3 4408.7 4912.0 5192.7 5403.8 5789.6 6179.2 6793.8 7351.5 4
Households and nonprofit organizations credit market instruments, excluding corporate equities asset 2534.8 2522.8 2582.8 2744.9 2654.1 2585.0 2762.3 3047.5 3355.2 3648.6 3842.8 4160.2 5
Households and nonprofit organizations corporate equities and mutual fund shares at market value asset 8701.1 11204.1 13581.8 17210.2 15354.8 13493.8 10614.3 14139.5 16008.9 17402.5 20075.3 20625.4 6
Households and nonprofit organizations corporate directly held equities asset 4712.2 6144.3 7511.2 9769.9 8147.3 6829.5 5161.2 6787.7 7495.9 8007.0 9275.4 9300.2 7
Households and nonprofit organizations corporate indirectly held equities asset 3988.9 5059.8 6070.6 7440.4 7207.5 6664.3 5453.1 7351.8 8513.0 9395.5 10800.0 11325.2 8
Life insurance companies corporate equities indirectly held by households asset 373.3 510.5 665.4 904.4 882.8 806.5 692.5 887.3 1028.9 1140.1 1334.7 1466.8 9
Private pension funds total corporate equities asset 1724.4 2089.0 2462.4 2812.6 2871.2 2630.2 2223.6 2923.2 3301.8 3605.2 4044.6 4036.1 10
Private defined benefit pension funds total corporate equities held directly and in mutual funds asset 821.4 926.6 1057.8 1154.3 1248.0 1184.6 1031.1 1300.2 1452.9 1567.7 1741.9 1629.2 11
Private defined contribution pension funds total corporate equities held directly and in mutual funds asset 902.9 1162.4 1404.7 1658.3 1623.2 1445.6 1192.4 1623.0 1848.9 2037.4 2302.7 2406.9 12
State and local government employee retirement funds corporate equity indirectly held by households 892.5 1114.4 1268.4 1512.5 1428.5 1386.6 1157.4 1557.3 1761.2 1887.3 2130.6 2194.6 13
Federal government retirement funds corporate equities asset 18.8 29.9 43.0 56.9 56.6 49.1 45.9 79.9 99.2 112.6 138.1 149.2 14
Mutual funds corporate equities indirectly held by households asset 979.9 1316.0 1631.3 2153.9 1968.4 1791.8 1333.7 1904.1 2321.9 2650.4 3151.9 3478.5 15
Households and nonprofit organizations other financial assets asset 8764.9 9383.6 10022.9 10520.6 10968.1 11271.6 11772.7 12813.5 14035.7 15211.1 16271.9 17319.6 16
Households and nonprofit organizations total financial liabilities liability 5414.9 5762.1 6217.0 6794.4 7400.1 8031.2 8833.9 9860.3 11032.7 12181.4 13453.8 14379.2 17
Households and nonprofit organizations net worth (market value) asset 29877.7 33423.3 37285.4 42298.4 42219.3 41971.7 40765.1 46703.3 52120.6 57384.8 61591.2 62169.9 18
Households and nonprofit organizations corporate equities and mutual fund shares excluding defined benefit plans asset 6987.2 9163.1 11255.6 14543.4 12678.3 10922.5 8418.9 11264.2 12775.5 13928.0 16181.4 16780.2 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 24.7 28.6 31.2 35.1 30.9 27.0 21.4 25.0 25.3 25.0 26.8 26.9 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 37.0 41.8 45.1 49.8 46.0 41.8 35.0 39.9 40.9 41.0 42.7 41.7 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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