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 2021 2020 Q3 2020 Q4 2021 Q1 2021 Q2 2021 Q3 2021 Q4 Line
Households and nonprofit organizations; total assets FL152000005 133281.8 148467.0 168642.1 139615.7 148467.0 153956.9 159967.5 162957.9 168642.1 1
Households and nonprofit organizations; nonfinancial assets FL152010005 39918.2 43529.0 50426.4 42324.6 43529.0 44946.0 46878.5 48643.7 50426.4 2
Households and nonprofit organizations; total financial assets FL154090005 93363.6 104938.0 118215.7 97291.1 104938.0 109010.9 113089.0 114314.2 118215.7 3
Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) FL154000025 13268.1 15869.7 18107.2 15186.6 15869.7 16937.0 17162.0 17370.4 18107.2 4
Households and nonprofit organizations; directly and indirectly held debt securities; asset LM154022375 9992.1 10229.9 9277.0 9593.9 10229.9 9638.0 9226.5 9272.4 9277.0 5
Households and nonprofit organizations; debt securities; asset LM154022005 4714.0 4416.7 3145.6 3984.6 4416.7 3807.1 3243.3 3386.1 3145.6 6
Households and nonprofit organizations; indirectly held debt securities; asset LM154022075 5278.1 5813.2 6131.4 5609.3 5813.2 5830.9 5983.1 5886.3 6131.4 7
Life insurance companies; debt securities held indirectly through mutual funds; asset LM544022053 458.8 479.8 493.1 464.0 479.8 475.3 488.9 487.8 493.1 8
Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) LM574022075 1600.0 1794.4 1869.1 1741.9 1794.4 1773.5 1825.8 1846.1 1869.1 9
Federal government defined contribution retirement funds; debt securities; asset (2) LM344022025 283.9 331.8 321.4 324.3 331.8 328.8 331.7 152.3 321.4 10
State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) LM223064223 61.9 68.3 72.4 64.9 68.3 68.4 70.2 71.1 72.4 11
Mutual funds; debt securities indirectly held by households; asset LM654022055 2873.5 3138.9 3375.4 3014.1 3138.9 3184.9 3266.5 3329.0 3375.4 12
Households and nonprofit organizations; loans; asset FL154023005 1147.9 1261.2 1387.3 1238.4 1261.2 1272.5 1287.2 1336.4 1387.3 13
Households and nonprofit organizations; directly and indirectly held corporate equities; asset LM153064475 34190.2 40860.1 49565.6 35279.8 40860.1 44002.9 47352.6 47063.6 49565.6 14
Households and nonprofit organizations; corporate equities; asset LM153064105 21051.8 26106.9 32502.6 22244.0 26106.9 28555.9 30928.6 30871.5 32502.6 15
Households and nonprofit organizations; indirectly held corporate equities; asset LM153064175 13138.4 14753.2 17063.0 13035.8 14753.2 15447.1 16424.0 16192.0 17063.0 16
Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset LM543064153 1488.9 1633.3 1803.7 1454.0 1633.3 1671.9 1759.0 1708.2 1803.7 17
Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) LM573064175 4419.0 4968.7 5838.0 4395.8 4968.7 5208.2 5562.6 5485.5 5838.0 18
Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) LM343064125 355.3 402.8 503.6 351.2 402.8 432.7 470.4 464.6 503.6 19
State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) LM223064213 145.0 165.0 187.2 144.1 165.0 171.0 181.7 178.5 187.2 20
Mutual funds; corporate equities indirectly held by households; asset LM653064155 6730.1 7583.3 8730.5 6690.6 7583.3 7963.3 8450.3 8355.3 8730.5 21
Households and nonprofit organizations; other financial assets (B.101.e) FL153099475 34765.2 36717.1 39878.6 35992.4 36717.1 37160.4 38060.7 39271.4 39878.6 22
Households and nonprofit organizations; total liabilities FL154190005 16505.1 17123.5 18352.6 16841.3 17123.5 17321.2 17660.7 17965.6 18352.6 23
Households and nonprofit organizations; net worth FL152090005 116776.7 131343.5 150289.5 122774.4 131343.5 136635.7 142306.8 144992.3 150289.5 24
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets FL154022376 7.50 6.89 5.50 6.87 6.89 6.26 5.77 5.69 5.50 25
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets FL154022386 10.70 9.75 7.85 9.86 9.75 8.84 8.16 8.11 7.85 26
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets FL153064476 25.65 27.52 29.39 25.27 27.52 28.58 29.60 28.88 29.39 27
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets FL153064486 36.62 38.94 41.93 36.26 38.94 40.37 41.87 41.17 41.93 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: March 10, 2022