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 | 2019 | 2020 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | 2021 Q1 | 2021 Q2 | 2021 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 133319.1 | 148039.4 | 127156.1 | 135161.7 | 139751.8 | 148039.4 | 153528.6 | 160010.6 | 162678.0 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 39932.4 | 43522.3 | 40635.9 | 41369.8 | 42331.4 | 43522.3 | 44947.6 | 46881.7 | 48621.0 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 93386.7 | 104517.1 | 86520.2 | 93791.9 | 97420.4 | 104517.1 | 108581.1 | 113128.9 | 114057.0 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 13259.4 | 15786.2 | 13882.3 | 14945.7 | 15155.9 | 15786.2 | 16879.2 | 17113.7 | 17228.8 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 10158.1 | 10517.2 | 9732.0 | 9802.3 | 9907.5 | 10517.2 | 9931.2 | 9810.9 | 9798.9 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4770.1 | 4564.4 | 4623.7 | 4374.3 | 4177.0 | 4564.4 | 3941.1 | 3619.1 | 3798.8 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 5387.9 | 5952.9 | 5108.3 | 5428.0 | 5730.5 | 5952.9 | 5990.1 | 6191.8 | 6000.1 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 469.9 | 492.1 | 432.5 | 455.0 | 475.1 | 492.1 | 488.0 | 502.8 | 492.2 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1626.9 | 1842.4 | 1595.4 | 1696.0 | 1780.1 | 1842.4 | 1829.7 | 1894.1 | 1896.7 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 283.9 | 331.8 | 299.7 | 313.3 | 324.3 | 331.8 | 328.8 | 331.7 | 152.3 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 63.4 | 70.0 | 58.3 | 63.0 | 66.5 | 70.0 | 70.2 | 72.2 | 71.8 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2943.8 | 3216.6 | 2722.3 | 2900.6 | 3084.4 | 3216.6 | 3273.4 | 3391.0 | 3387.1 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1147.9 | 1264.4 | 1305.1 | 1278.2 | 1240.8 | 1264.4 | 1275.4 | 1289.9 | 1338.6 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 34132.4 | 40353.1 | 26526.5 | 32321.1 | 35215.4 | 40353.1 | 43453.0 | 46997.3 | 46678.9 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 20989.2 | 25634.1 | 16420.2 | 20107.1 | 22197.5 | 25634.1 | 28033.6 | 30547.3 | 30402.0 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 13143.2 | 14719.0 | 10106.3 | 12214.0 | 13017.9 | 14719.0 | 15419.4 | 16450.1 | 16276.9 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1488.7 | 1633.1 | 1161.7 | 1380.3 | 1453.8 | 1633.1 | 1671.7 | 1759.2 | 1714.4 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 4419.0 | 4937.1 | 3415.2 | 4110.9 | 4379.0 | 4937.1 | 5167.6 | 5511.4 | 5450.4 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 355.3 | 402.8 | 265.2 | 328.9 | 351.2 | 402.8 | 432.7 | 470.4 | 464.6 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 145.0 | 165.0 | 110.4 | 135.9 | 144.2 | 165.0 | 171.0 | 181.7 | 179.6 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 6735.2 | 7581.0 | 5153.9 | 6258.0 | 6689.7 | 7581.0 | 7976.5 | 8527.3 | 8468.0 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 34688.8 | 36596.2 | 35074.3 | 35444.6 | 35900.8 | 36596.2 | 37042.3 | 37917.1 | 39011.8 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 16505.1 | 17123.3 | 16570.4 | 16577.0 | 16841.2 | 17123.3 | 17322.3 | 17663.6 | 17968.6 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 116813.9 | 130916.1 | 110585.7 | 118584.7 | 122910.6 | 130916.1 | 136206.3 | 142347.1 | 144709.4 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.62 | 7.10 | 7.65 | 7.25 | 7.09 | 7.10 | 6.47 | 6.13 | 6.02 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 10.88 | 10.06 | 11.25 | 10.45 | 10.17 | 10.06 | 9.15 | 8.67 | 8.59 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 25.60 | 27.26 | 20.86 | 23.91 | 25.20 | 27.26 | 28.30 | 29.37 | 28.69 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 36.55 | 38.61 | 30.66 | 34.46 | 36.15 | 38.61 | 40.02 | 41.54 | 40.93 | 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: December 9, 2021