L.227 Pension Entitlements
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2017 2018 2019 2020 2020 Q1 2020 Q2 2020 Q3 2020 Q4 2021 Q1 Line
All sectors; pension entitlements; liability FL893150005 25994.5 25951.7 27944.8 29759.8 26702.0 27994.8 28643.2 29759.8 30170.6 1
Life insurance companies; pension entitlements, including reserve credit from reinsurers and excluding unallocated insurance contracts; liability (1) FL543150005 3221.6 3175.0 3485.9 3809.4 3265.8 3481.0 3589.7 3809.4 3822.9 2
Private pension funds; total liabilities (2) FL574190005 10056.7 9720.7 10915.8 11871.4 9920.1 10779.3 11168.4 11871.4 12146.1 3
Federal government retirement funds; total financial assets (3) FL344090005 3907.2 3976.6 4134.6 4309.2 4076.4 4174.5 4228.5 4309.2 4357.9 4
State and local government employee retirement funds; pension entitlements (total liabilities) FL224190005 8790.1 9001.9 9327.7 9642.0 9348.5 9453.8 9540.5 9642.0 9715.5 5
Rest of the world; pension entitlement reserve credit from non-U.S. reinsurers; liability FL263150005 18.9 77.5 80.8 127.8 91.1 106.2 116.1 127.8 128.3 6
All sectors; pension entitlements; liability FL893150005 25994.5 25951.7 27944.8 29759.8 26702.0 27994.8 28643.2 29759.8 30170.6 7
Households and nonprofit organizations; pension entitlements; asset (4) FL153050005 25898.8 25745.0 27729.3 29466.2 26469.3 27737.1 28369.1 29466.2 29875.9 8
Life insurance companies; pension entitlements reserve credit from reinsurers; asset FL543050005 91.4 191.4 199.5 291.3 219.7 249.1 268.3 291.3 292.3 9
Life insurance companies; assumed pension entitlement reserve credit from non-U.S. insurers; liability FL543151905 4.3 15.4 16.0 2.4 13.0 8.6 5.8 2.4 2.4 10
All sectors; IRAs; liability (5) LM893131573 9439.0 9135.0 10850.0 12210.0 9365.0 10640.0 11190.0 12210.0 ND 11
U.S.-chartered depository institutions; IRAs and Keoghs; liability FL763131573 469.2 490.2 476.5 600.7 524.1 559.6 549.0 600.7 ND 12
Credit unions; IRAs; liability FL473131573 78.4 78.3 81.7 84.6 82.7 83.5 84.4 84.6 ND 13
Life insurance companies; IRAs; liability LM543131503 647.0 624.0 685.0 746.0 645.0 681.0 700.0 746.0 ND 14
Money market funds; IRAs; liability FL633131573 240.0 265.0 314.0 391.0 369.0 378.0 392.0 391.0 ND 15
Mutual funds; IRAs; liability LM653131573 3824.0 3535.0 4286.0 4833.0 3520.0 4091.0 4340.0 4833.0 ND 16
Households and nonprofit organizations; IRAs; liability LM153131575 4180.3 4142.5 5006.8 5554.7 4224.2 4846.9 5124.7 5554.7 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 (tables L.101 and B.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: June 10, 2021