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 2022 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 Line
Households and nonprofit organizations; total assets FL152000005 133361.4 148554.4 168888.9 165405.3 171276.7 166247.0 163565.3 165405.3 168453.8 1
Households and nonprofit organizations; nonfinancial assets FL152010005 39779.8 43462.3 50530.5 54652.9 54198.0 56575.9 55517.3 54652.9 54124.1 2
Households and nonprofit organizations; total financial assets FL154090005 93581.6 105092.0 118358.4 110752.5 117078.7 109671.1 108048.0 110752.5 114329.8 3
Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) FL154000025 13360.3 16223.3 18088.7 17931.8 18333.3 18273.6 18101.6 17931.8 17816.5 4
Households and nonprofit organizations; directly and indirectly held debt securities; asset LM154022375 9814.9 9825.7 9277.7 9727.4 9081.6 8783.8 9036.1 9727.4 10543.2 5
Households and nonprofit organizations; debt securities; asset LM154022005 4526.5 4043.3 3165.5 4666.0 3293.3 3457.3 3975.4 4666.0 5558.6 6
Households and nonprofit organizations; indirectly held debt securities; asset LM154022075 5288.4 5782.4 6112.2 5061.4 5788.3 5326.5 5060.7 5061.4 4984.6 7
Life insurance companies; debt securities held indirectly through mutual funds; asset LM544022053 458.4 479.5 487.3 390.5 453.5 412.1 390.1 390.5 399.0 8
Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) LM574022075 1602.5 1804.2 1863.5 1616.3 1766.7 1655.2 1587.4 1616.3 1680.6 9
Federal government defined contribution retirement funds; debt securities; asset (2) LM344022025 283.9 331.8 322.7 321.9 347.4 349.4 344.2 321.9 52.6 10
State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) LM223064223 58.2 64.2 69.6 54.7 65.1 58.8 55.4 54.7 56.7 11
Mutual funds; debt securities indirectly held by households; asset LM654022055 2885.3 3102.7 3369.1 2677.9 3155.6 2851.1 2683.6 2677.9 2795.7 12
Households and nonprofit organizations; loans; asset FL154023005 1080.3 1203.1 1296.6 1221.8 1398.7 1350.6 1285.4 1221.8 1197.1 13
Households and nonprofit organizations; directly and indirectly held corporate equities; asset LM153064475 34254.1 40910.0 49336.0 39713.5 47262.1 39460.5 37444.4 39713.5 42101.6 14
Households and nonprofit organizations; corporate equities; asset LM153064105 21081.8 26064.6 31921.3 26366.2 31193.0 26167.2 25029.4 26366.2 27918.8 15
Households and nonprofit organizations; indirectly held corporate equities; asset LM153064175 13172.3 14845.5 17414.7 13347.3 16069.0 13293.4 12415.0 13347.3 14182.8 16
Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset LM543064153 1488.9 1634.5 1753.2 1376.3 1614.4 1354.2 1275.7 1376.3 1429.7 17
Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) LM573064175 4427.5 5152.5 6100.0 4797.7 5689.4 4742.9 4462.6 4797.7 5084.7 18
Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) LM343064125 355.3 402.8 504.2 403.4 466.7 393.3 369.8 403.4 433.1 19
State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) LM223064213 136.5 155.3 183.2 135.6 167.8 137.5 127.5 135.6 143.9 20
Mutual funds; corporate equities indirectly held by households; asset LM653064155 6764.0 7500.4 8874.1 6634.4 8130.7 6665.4 6179.4 6634.4 7091.3 21
Households and nonprofit organizations; other financial assets (B.101.e) FL153099475 35072.0 36929.8 40359.4 42157.9 41003.0 41802.6 42180.4 42157.9 42671.3 22
Households and nonprofit organizations; total liabilities FL154190005 16604.8 17178.0 18479.1 19595.5 18682.9 19046.6 19374.4 19595.5 19618.5 23
Households and nonprofit organizations; net worth FL152090005 116756.6 131376.4 150409.8 145809.9 152593.8 147200.4 144190.9 145809.9 148835.3 24
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets FL154022376 7.36 6.61 5.49 5.88 5.30 5.28 5.52 5.88 6.26 25
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets FL154022386 10.49 9.35 7.84 8.78 7.76 8.01 8.36 8.78 9.22 26
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets FL153064476 25.69 27.54 29.21 24.01 27.59 23.74 22.89 24.01 24.99 27
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets FL153064486 36.60 38.93 41.68 35.86 40.37 35.98 34.66 35.86 36.82 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: June 8, 2023