B.101.e Balance Sheet of Households and Nonprofit Organizations with Debt and Equity Holdings Detail
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2017 2018 2018 Q1 2018 Q2 2018 Q3 2018 Q4 2019 Q1 2019 Q2 2019 Q3 Line
Households and nonprofit organizations; total assets FL152000005 121010.7 122249.5 121731.3 123707.1 126010.9 122249.5 127432.4 129468.9 130218.2 1
Households and nonprofit organizations; nonfinancial assets FL152010005 35973.7 37866.3 36282.3 36997.0 37423.3 37866.3 38657.3 38985.1 39243.6 2
Households and nonprofit organizations; total financial assets FL154090005 85037.0 84383.2 85449.0 86710.1 88587.6 84383.2 88775.1 90483.9 90974.6 3
Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) FL154000025 12276.8 12947.1 12574.3 12573.5 12535.2 12947.1 13217.5 13187.0 13358.6 4
Households and nonprofit organizations; directly and indirectly held debt securities; asset LM154022375 9031.9 9920.6 9388.6 9610.1 9928.0 9920.6 10003.7 10320.6 10719.8 5
Households and nonprofit organizations; debt securities; asset LM154022005 4580.4 5223.0 4720.9 4883.4 5123.6 5223.0 5323.5 5478.9 5499.4 6
Households and nonprofit organizations; indirectly held debt securities; asset LM154022075 4451.5 4697.6 4667.7 4726.7 4804.4 4697.6 4680.2 4841.7 5220.4 7
Life insurance companies; debt securities held indirectly through mutual funds; asset LM544022053 444.4 432.2 441.7 445.3 447.6 432.2 444.6 454.9 464.2 8
Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) LM574022075 1398.8 1466.3 1416.2 1442.3 1467.1 1466.3 1530.3 1597.2 1655.0 9
Federal government defined contribution retirement funds; debt securities; asset (2) LM344022025 97.0 281.0 253.8 264.0 272.7 281.0 69.2 74.5 275.9 10
State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) LM223064223 60.2 59.2 60.5 61.3 61.6 59.2 62.1 63.7 65.4 11
Mutual funds; debt securities indirectly held by households; asset LM654022055 2451.1 2459.0 2495.4 2513.8 2555.5 2459.0 2574.0 2651.4 2759.9 12
Households and nonprofit organizations; loans; asset FL154023005 899.0 880.6 894.6 885.4 886.2 880.6 867.7 868.6 904.7 13
Households and nonprofit organizations; directly and indirectly held corporate equities; asset LM153064475 29384.0 26222.8 29088.6 29693.1 31114.9 26222.8 29623.9 30539.5 30266.4 14
Households and nonprofit organizations; corporate equities; asset LM153064105 17462.9 15590.6 17248.1 17663.6 18583.7 15590.6 17648.6 18298.2 18042.3 15
Households and nonprofit organizations; indirectly held corporate equities; asset LM153064175 11921.1 10632.2 11840.5 12029.5 12531.3 10632.2 11975.3 12241.3 12224.1 16
Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset LM543064153 1723.1 1499.5 1683.9 1698.4 1747.8 1499.5 1652.1 1672.5 1646.4 17
Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) LM573064175 3870.7 3500.2 3838.2 3928.9 4078.6 3500.2 3947.4 4064.3 4059.5 18
Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) LM343064125 308.7 277.9 306.8 315.6 333.1 277.9 316.2 326.3 324.6 19
State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) LM223064213 144.2 125.9 142.3 144.8 150.0 125.9 142.7 145.0 143.3 20
Mutual funds; corporate equities indirectly held by households; asset LM653064155 5874.4 5228.6 5869.3 5941.7 6221.8 5228.6 5916.9 6033.2 6050.4 21
Households and nonprofit organizations; other financial assets (B.101.e) FL153099475 33445.4 34412.1 33502.9 33948.1 34123.2 34412.1 35062.4 35568.2 35725.1 22
Households and nonprofit organizations; total liabilities FL154190005 15546.2 16031.1 15584.6 15721.9 15904.8 16031.1 16035.8 16210.1 16385.8 23
Households and nonprofit organizations; net worth FL152090005 105464.5 106218.4 106146.8 107985.2 110106.1 106218.4 111396.6 113258.8 113832.4 24
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets FL154022376 7.46 8.12 7.71 7.77 7.88 8.12 7.85 7.97 8.23 25
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total financial assets FL154022386 10.62 11.76 10.99 11.08 11.21 11.76 11.27 11.41 11.78 26
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets FL153064476 24.28 21.45 23.90 24.00 24.69 21.45 23.25 23.59 23.24 27
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total financial assets FL153064486 34.55 31.08 34.04 34.24 35.12 31.08 33.37 33.75 33.27 28

NOTES

  1. Includes foreign deposits, checkable deposits and currency, time and savings deposits, and money market fund shares.
  2. Defined contribution plans. Assets held by defined benefit pension funds are not considered assets of the household sector. Defined benefit pension entitlements are included in line 22.
Last Update: December 12, 2019