F.227 Pension Entitlements
Billions of dollars; quarterly figures are seasonally adjusted annual rates
Description Series code 2018 2019 2020 2019 Q3 2019 Q4 2020 Q1 2020 Q2 2020 Q3 2020 Q4 Line
All sectors; pension entitlements; liability FA893150005 397.2 427.8 405.0 483.6 344.6 581.9 252.5 401.6 384.2 1
Life insurance companies; pension entitlements, including reserve credit from reinsurers and excluding unallocated insurance contracts; liability (1) FA543150005 43.6 11.8 24.2 90.4 -46.7 205.7 -139.0 26.8 3.2 2
Private pension funds; total liabilities (2) FA574190005 16.5 77.6 44.4 67.3 49.0 68.8 49.5 18.8 40.4 3
Federal government retirement funds; total financial assets (3) FA344090005 83.9 88.5 92.5 92.3 87.6 86.7 88.2 102.0 93.2 4
State and local government employee retirement funds; pension entitlements (total liabilities) FA224190005 194.5 246.8 239.5 228.6 252.8 206.5 256.0 250.7 244.6 5
Rest of the world; pension entitlement reserve credit from non-U.S. reinsurers; liability FA263150005 58.7 3.1 4.5 4.9 1.9 14.1 -2.2 3.2 2.8 6
All sectors; pension entitlements; liability FA893150005 397.2 427.8 405.0 483.6 344.6 581.9 252.5 401.6 384.2 7
Households and nonprofit organizations; pension entitlements; asset (4) FA153050005 286.0 419.4 393.1 470.5 339.5 544.2 258.4 393.1 376.6 8
Life insurance companies; pension entitlements reserve credit from reinsurers; asset FA543050005 100.1 7.7 11.0 12.2 4.7 34.8 -5.5 7.8 7.0 9
Life insurance companies; assumed pension entitlement reserve credit from non-U.S. insurers; liability FA543151905 11.0 0.6 0.9 1.0 0.4 2.8 -0.4 0.6 0.6 10
All sectors; IRAs; liability (5) FA893131573 412.6 290.4 ND 461.6 319.3 -57.3 226.2 74.5 ND 11
U.S.-chartered depository institutions; IRAs and Keoghs; liability FA763131573 21.0 -13.7 ND -108.0 155.8 190.6 141.9 -42.5 ND 12
Credit unions; IRAs; liability FA473131573 -0.2 3.5 ND 4.2 1.9 3.9 3.2 3.5 ND 13
Life insurance companies; IRAs; liability FA543131503 -0.4 30.0 ND 23.6 23.4 -56.2 52.8 44.2 ND 14
Money market funds; IRAs; liability FA633131573 25.0 49.0 ND 84.0 56.0 220.0 40.0 52.0 ND 15
Mutual funds; IRAs; liability FA653131573 -6.0 80.2 ND -13.6 164.5 -333.1 122.9 24.1 ND 16
Households and nonprofit organizations; IRAs; liability FA153131575 373.2 141.4 ND 471.4 -82.3 -82.6 -134.7 -6.8 ND 17

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 12 and 13) include Keogh accounts. Variable annuities in IRAs are included in the life insurance sector (line 14) and excluded from the money market fund and mutual fund sectors (lines 15 and 16).
Last Update: March 11, 2021