L.227 Pension Entitlements
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2018 2019 2020 2021 2021 Q1 2021 Q2 2021 Q3 2021 Q4 2022 Q1 Line
All sectors; pension entitlements; liability FL893150005 26019.6 28217.4 30103.5 32058.6 30525.4 31292.4 31397.4 32058.6 31504.7 1
Life insurance companies; pension entitlements, including reserve credit from reinsurers and excluding unallocated insurance contracts; liability (1) FL543150005 3174.8 3503.3 3830.4 4065.3 3845.2 3966.9 3980.6 4065.3 3904.4 2
Private pension funds; total liabilities (2) FL574190005 9732.4 11087.7 12072.4 13205.4 12330.0 12804.0 12788.0 13205.4 12741.8 3
Federal government retirement funds; total financial assets (3) FL344090005 4035.5 4222.7 4424.7 4627.7 4479.8 4547.8 4570.9 4627.7 4640.8 4
State and local government employee retirement funds; pension entitlements (total liabilities) FL224190005 8999.4 9322.8 9648.3 9990.0 9731.9 9824.7 9898.3 9990.0 10045.6 5
Rest of the world; pension entitlement reserve credit from non-U.S. reinsurers; liability FL263150005 77.5 80.8 127.8 170.2 138.4 149.0 159.6 170.2 172.1 6
All sectors; pension entitlements; liability FL893150005 26019.6 28217.4 30103.5 32058.6 30525.4 31292.4 31397.4 32058.6 31504.7 7
Households and nonprofit organizations; pension entitlements; asset (4) FL153050005 25812.9 28001.9 29809.8 31677.9 30210.0 30955.2 31038.4 31677.9 31120.0 8
Life insurance companies; pension entitlements reserve credit from reinsurers; asset FL543050005 191.4 199.5 291.3 380.0 313.4 335.7 357.8 380.0 384.1 9
Life insurance companies; assumed pension entitlement reserve credit from non-U.S. insurers; liability FL543151905 15.4 16.0 2.4 0.7 2.0 1.6 1.1 0.7 0.6 10
All sectors; IRAs; liability (5) LM893131573 9135.0 10949.0 12333.0 13913.0 12695.0 13396.0 13336.0 13913.0 ND 11
U.S.-chartered depository institutions; IRAs and Keoghs; liability FL763131573 490.2 476.5 600.7 592.2 558.8 581.9 553.4 592.2 ND 12
Credit unions; IRAs; liability FL473131573 78.3 81.7 84.6 83.9 85.1 85.0 84.7 83.9 ND 13
Life insurance companies; IRAs; liability LM543131503 624.0 684.0 747.0 804.0 749.0 771.0 773.0 804.0 ND 14
Money market funds; IRAs; liability FL633131573 265.0 314.0 391.0 365.0 380.0 365.0 365.0 365.0 ND 15
Mutual funds; IRAs; liability LM653131573 3535.0 4286.0 4836.0 5604.0 5042.0 5373.0 5359.0 5604.0 ND 16
Households and nonprofit organizations; IRAs; liability LM153131575 4142.5 5106.8 5673.7 6463.9 5880.1 6220.1 6200.9 6463.9 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. Includes public and private defined benefit and defined contribution pension plans, and annuities at life insurance companies. Annuities include those held in individual retirement accounts (IRAs). Social security is excluded.
  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 9, 2022