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 2018 2019 2020 2019 Q3 2019 Q4 2020 Q1 2020 Q2 2020 Q3 2020 Q4 Line
Households and nonprofit organizations; total assets FL152000005 121411.8 134624.4 147421.9 130870.2 134624.4 127923.1 136080.2 139989.0 147421.9 1
Households and nonprofit organizations; nonfinancial assets FL152010005 37837.8 39922.1 42654.6 39620.7 39922.1 40388.9 40912.1 41604.2 42654.6 2
Households and nonprofit organizations; total financial assets FL154090005 83574.0 94702.3 104767.3 91249.5 94702.3 87534.2 95168.1 98384.8 104767.3 3
Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) FL154000025 12711.0 13691.4 16530.5 13160.7 13691.4 14423.3 15616.8 15937.8 16530.5 4
Households and nonprofit organizations; directly and indirectly held debt securities; asset LM154022375 9820.8 11150.8 10988.3 10873.0 11150.8 10511.1 10712.2 10720.8 10988.3 5
Households and nonprofit organizations; debt securities; asset LM154022005 5153.3 5766.7 5077.1 5628.1 5766.7 5441.2 5322.5 5024.1 5077.1 6
Households and nonprofit organizations; indirectly held debt securities; asset LM154022075 4667.5 5384.2 5911.2 5244.9 5384.2 5069.9 5389.7 5696.6 5911.2 7
Life insurance companies; debt securities held indirectly through mutual funds; asset LM544022053 432.1 467.2 486.0 463.6 467.2 427.5 450.3 470.7 486.0 8
Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) LM574022075 1421.7 1621.7 1792.7 1594.2 1621.7 1576.7 1667.4 1740.2 1792.7 9
Federal government defined contribution retirement funds; debt securities; asset (2) LM344022025 281.0 283.5 330.3 275.9 283.5 299.1 312.8 323.8 330.3 10
State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) LM223064223 54.0 62.7 68.0 60.6 62.7 57.3 62.0 65.4 68.0 11
Mutual funds; debt securities indirectly held by households; asset LM654022055 2478.7 2949.1 3234.3 2850.5 2949.1 2709.2 2897.2 3096.5 3234.3 12
Households and nonprofit organizations; loans; asset FL154023005 897.7 914.9 1024.7 924.3 914.9 1058.4 1033.4 998.7 1024.7 13
Households and nonprofit organizations; directly and indirectly held corporate equities; asset LM153064475 26738.1 34057.6 39771.7 31600.7 34057.6 26353.3 32303.9 34890.3 39771.7 14
Households and nonprofit organizations; corporate equities; asset LM153064105 16300.0 20868.3 24719.1 19433.4 20868.3 16169.8 19953.3 21668.9 24719.1 15
Households and nonprofit organizations; indirectly held corporate equities; asset LM153064175 10438.1 13189.3 15052.6 12167.3 13189.3 10183.5 12350.7 13221.4 15052.6 16
Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset LM543064153 1243.1 1485.8 1639.5 1396.0 1485.8 1158.2 1374.6 1444.8 1639.5 17
Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) LM573064175 3531.8 4417.9 5113.1 4094.8 4417.9 3461.2 4196.5 4502.9 5113.1 18
Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) LM343064125 277.9 355.0 408.7 324.6 355.0 264.9 328.5 350.9 408.7 19
State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) LM223064213 114.8 144.3 162.5 132.2 144.3 109.8 135.3 143.3 162.5 20
Mutual funds; corporate equities indirectly held by households; asset LM653064155 5270.5 6786.3 7728.9 6219.7 6786.3 5189.3 6315.7 6779.6 7728.9 21
Households and nonprofit organizations; other financial assets (B.101.e) FL153099475 33406.3 34887.6 36452.2 34690.8 34887.6 35188.0 35501.8 35837.1 36452.2 22
Households and nonprofit organizations; total liabilities FL154190005 15893.7 16404.6 17056.9 16241.3 16404.6 16477.6 16491.2 16759.6 17056.9 23
Households and nonprofit organizations; net worth FL152090005 105518.1 118219.8 130365.0 114628.9 118219.8 111445.5 119589.1 123229.4 130365.0 24
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets FL154022376 8.09 8.28 7.45 8.31 8.28 8.22 7.87 7.66 7.45 25
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets FL154022386 11.75 11.77 10.49 11.92 11.77 12.01 11.26 10.90 10.49 26
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets FL153064476 22.02 25.30 26.98 24.15 25.30 20.60 23.74 24.92 26.98 27
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of disposable personal income; assets FL153064486 31.99 35.96 37.96 34.63 35.96 30.11 33.94 35.46 37.96 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: April 1, 2021