F.227 Pension Entitlements
Billions of dollars; quarterly figures are seasonally adjusted annual rates
Description Series code 2014 2015 2016 2016 Q1 2016 Q2 2016 Q3 2016 Q4 2017 Q1 2017 Q2 Line
Households and nonprofit organizations; pension entitlements; asset FA153050005 331.9 430.3 439.0 561.4 379.3 354.7 460.6 347.5 309.2 1
Life insurance companies; pension entitlements, excluding unallocated insurance contracts; liability (1) FA543150005 23.6 86.2 23.2 40.7 -1.4 31.0 22.5 -39.7 -31.2 2
Private pension funds; total liabilities (2) FA574190005 26.8 27.7 92.3 195.9 71.9 -0.8 102.1 53.4 2.3 3
Federal government retirement funds; total financial assets (3) FA344090005 107.4 112.1 110.1 110.3 103.2 114.9 112.1 112.5 111.0 4
State and local government employee retirement funds; pension entitlements (total liabilities) FA224190005 174.1 204.4 213.4 214.5 205.7 209.5 223.9 221.4 227.1 5
Households and nonprofit organizations; pension entitlements; asset (4) FA153050005 331.9 430.3 439.0 561.4 379.3 354.7 460.6 347.5 309.2 6
All sectors; IRAs; liability (5) FA893131573 234.3 198.4 183.8 231.0 70.7 57.4 376.2 53.8 ND 7
U.S.-chartered depository institutions; IRAs and Keoghs; liability FA763131573 0.1 18.0 36.6 32.5 21.3 62.7 29.8 -20.8 ND 8
Credit unions; IRAs; liability FA473131573 -1.6 -0.2 1.5 1.8 2.6 2.8 -1.2 0.3 ND 9
Life insurance companies; IRAs; liability FA543131503 13.9 10.7 17.0 14.4 30.3 26.3 -3.1 16.4 ND 10
Money market mutual funds; IRAs; liability FA633131573 -10.0 -4.0 29.0 52.0 0.0 32.0 32.0 0.0 ND 11
Mutual funds; IRAs; liability FA653131573 87.0 60.6 15.8 17.6 27.6 -7.8 26.0 66.3 ND 12
Households and nonprofit organizations; IRAs; liability FA153131575 144.8 113.3 83.9 112.7 -11.0 -58.7 292.7 -8.3 ND 13

NOTES

  1. Annuities, including those in IRAs.
  2. Includes unallocated insurance company contracts beginning 1985:Q4.
  3. Includes the Thrift Savings Plan, the National Railroad Retirement Investment Trust, and other federal government retirement funds.
  4. Excludes all individual retirement accounts (IRAs), except those at life insurance companies.
  5. Asset of the household and nonprofit organizations sector (table F.101). Figures for depositories (lines 8 and 9) include Keogh accounts. Variable annuities in IRAs are included in the life insurance sector (line 10) and excluded from the money market mutual fund and mutual fund sectors (lines 11 and 12).
Last Update: September 21, 2017