Financial Accounts of the United States - Z.1
S129.1.s Private pension funds 🕮 PDF
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
| Line | Description | Series | 2023 | 2024 | 2025 | 2024:Q4 | 2025:Q1 | 2025:Q2 | 2025:Q3 | 2025:Q4 | 2026:Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Line 1 | Total financial assets | FL574090005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 2 | Checkable deposits and currency | FL573020005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 3 | Time and savings deposits | FL573030005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 4 | Debt securities | LM574022005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 5 | Open market paper | FL573069105 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 6 | Treasury securities | LM573061105 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 7 | Agency- and GSE-backed securities | LM573061705 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 8 | Corporate and foreign bonds | LM573063005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 9 | Loans | FL574035005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 10 | Security repurchase agreements | FL572051005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 11 | Mortgages | FL573065005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 12 | Corporate equities | LM573064105 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 13 | Money market fund shares | FL573034005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 14 | Mutual fund shares | LM573064205 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 15 | Miscellaneous assets | FL573090005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 16 | Unallocated insurance contracts | FL573095005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 17 | Contributions receivable | FL573074005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 18 | Claims of pension fund on sponsor | FL573073005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 19 | Other | FL573093005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 20 | Pension entitlements (liabilities) | FL574190005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Memo: | |||||||||||
| Line 21 | Pension entitlements of defined benefit plans | FL574190043 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 22 | Funded by assets | FL572000075 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 23 | Unfunded (line 17) | FL573073005 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Total financial assets | |||||||||||
| Line 24 | Defined benefit plans | FL574090045 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Line 25 | Defined contribution plans | FL574090055 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
Notes:
- Sum of private defined benefit plans and defined contribution plans (including 401(k) type plans).
- Includes claims on sponsor (i.e., unfunded pension entitlements).
- Includes products sold by life insurance companies, such as variable annuities and guaranteed investment contracts; series begins 1985:Q4.
- Unfunded defined benefit pension entitlements. Negative values indicate overfunding.
- Actuarial value of accrued pension entitlements in defined benefit plans and assets of defined contribution plans. These liabilities are assets of the household sector.
- Total defined benefit financial assets plus nonfinancial assets less claims of pension fund on sponsor.
- Additional detail on defined benefit plans is available on tables S129s1.1.s.
- Additional detail on defined contribution plans is available on table S129s2.1.s.
Last Update: 2026-05-22