Financial Accounts of the United States - Z.1
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 | 2016 | 2017 | 2018 | 2019 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | 2020 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 110865.8 | 120326.9 | 121752.9 | 133884.8 | 127202.7 | 129355.8 | 130625.9 | 133884.8 | 127421.1 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 33662.4 | 35949.1 | 37862.6 | 39942.3 | 38646.1 | 39213.4 | 39644.1 | 39942.3 | 40426.1 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 77203.3 | 84377.8 | 83890.3 | 93942.4 | 88556.6 | 90142.4 | 90981.8 | 93942.4 | 86995.0 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 11780.4 | 12185.6 | 12654.3 | 13606.3 | 12936.4 | 12913.1 | 13094.5 | 13606.3 | 14545.6 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 8606.8 | 8935.6 | 9843.9 | 10933.9 | 9980.7 | 10416.4 | 10866.0 | 10933.9 | 10456.1 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4422.3 | 4477.7 | 5140.6 | 5547.8 | 5300.5 | 5530.1 | 5598.9 | 5547.8 | 5184.3 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4184.6 | 4457.9 | 4703.3 | 5386.2 | 4680.2 | 4886.3 | 5267.1 | 5386.2 | 5271.8 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 429.1 | 444.4 | 432.2 | 467.4 | 444.6 | 454.9 | 463.7 | 467.4 | 443.7 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1262.2 | 1398.8 | 1464.8 | 1687.7 | 1528.5 | 1593.6 | 1654.1 | 1687.7 | 1712.3 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 248.5 | 97.0 | 281.0 | 283.5 | 69.2 | 74.5 | 275.9 | 283.5 | 299.1 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 56.9 | 60.2 | 60.4 | 70.0 | 63.6 | 65.6 | 67.6 | 70.0 | 66.4 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2187.9 | 2457.5 | 2465.0 | 2877.7 | 2574.3 | 2697.6 | 2805.8 | 2877.7 | 2750.4 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 972.9 | 903.0 | 882.3 | 890.8 | 869.8 | 871.5 | 901.8 | 890.8 | 1033.1 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 25272.3 | 30090.6 | 27332.9 | 33905.6 | 30964.1 | 31680.8 | 31675.5 | 33905.6 | 26147.2 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 15239.6 | 18111.1 | 16650.4 | 20607.7 | 18944.6 | 19276.1 | 19341.8 | 20607.7 | 15786.8 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 10032.7 | 11979.5 | 10682.5 | 13298.0 | 12019.5 | 12404.7 | 12333.8 | 13298.0 | 10360.5 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1581.1 | 1766.1 | 1537.7 | 1812.4 | 1696.5 | 1730.0 | 1710.8 | 1812.4 | 1456.8 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 3211.0 | 3870.7 | 3497.1 | 4347.6 | 3943.3 | 4060.7 | 4028.8 | 4347.6 | 3388.4 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 246.9 | 308.7 | 277.9 | 355.0 | 316.2 | 326.3 | 324.6 | 355.0 | 264.9 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 126.6 | 144.2 | 128.4 | 161.0 | 146.1 | 149.3 | 147.5 | 161.0 | 123.8 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 4867.2 | 5889.8 | 5241.5 | 6622.1 | 5917.4 | 6138.5 | 6122.1 | 6622.1 | 5126.6 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 30570.8 | 32263.0 | 33177.0 | 34605.7 | 33805.7 | 34260.6 | 34444.0 | 34605.7 | 34812.9 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 14953.6 | 15533.5 | 16025.5 | 16549.4 | 16029.2 | 16204.8 | 16386.6 | 16549.4 | 16633.8 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 95912.2 | 104793.4 | 105727.4 | 117335.4 | 111173.5 | 113151.0 | 114239.3 | 117335.4 | 110787.2 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.76 | 7.43 | 8.09 | 8.17 | 7.85 | 8.05 | 8.32 | 8.17 | 8.21 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 11.15 | 10.59 | 11.73 | 11.64 | 11.27 | 11.56 | 11.94 | 11.64 | 12.02 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 22.80 | 25.01 | 22.45 | 25.32 | 24.34 | 24.49 | 24.25 | 25.32 | 20.52 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of disposable personal income; assets | FL153064486 | 32.73 | 35.66 | 32.58 | 36.09 | 34.97 | 35.15 | 34.82 | 36.09 | 30.06 | 28 |
NOTES
- Includes foreign deposits, checkable deposits and currency, time and savings deposits, and money market fund shares.
- 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: June 11, 2020