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 | 2021 | 2022 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 169256.6 | 163579.6 | 171162.9 | 165688.1 | 162526.7 | 163579.6 | 166598.4 | 172427.8 | 171265.9 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 51231.1 | 55649.3 | 55126.3 | 57602.1 | 56536.3 | 55649.3 | 55657.3 | 58347.5 | 58842.1 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 118025.5 | 107930.3 | 116036.6 | 108086 | 105990.4 | 107930.3 | 110941.1 | 114080.2 | 112423.8 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 18063.2 | 17939.8 | 18320.9 | 18261.7 | 18107.7 | 17939.8 | 17844 | 17778.4 | 17774.6 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9442 | 9762.8 | 9113.9 | 8824.1 | 9072.9 | 9762.8 | 10334.6 | 10784.1 | 10715.1 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 3259.4 | 4592.9 | 3259.3 | 3421.3 | 3923.3 | 4592.9 | 5275.4 | 5381.3 | 5474.9 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 6182.6 | 5169.9 | 5854.6 | 5402.8 | 5149.7 | 5169.9 | 5059.1 | 5402.9 | 5240.2 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 486.7 | 390.3 | 452.9 | 411.4 | 389.5 | 390.3 | 396 | 396.4 | 377.8 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1913.8 | 1718 | 1815.4 | 1717.5 | 1664.9 | 1718 | 1798.1 | 1822.7 | 1779 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 322.7 | 322.5 | 347.4 | 349.4 | 344.2 | 322.5 | 53.3 | 325.6 | 323.6 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 54.4 | 42.7 | 51.3 | 46.1 | 43.2 | 42.7 | 44.2 | 45 | 43.5 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 3404.9 | 2696.4 | 3187.6 | 2878.4 | 2708 | 2696.4 | 2767.5 | 2813.1 | 2716.4 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1296.2 | 1214.6 | 1398.5 | 1347.8 | 1280.4 | 1214.6 | 1185.2 | 1184.2 | 1117.6 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 49125.6 | 39743.1 | 47041.6 | 39249.8 | 37497.6 | 39743.1 | 42120.8 | 44751.3 | 43061 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 31782 | 26504.9 | 31044.2 | 26025.6 | 25158.5 | 26504.9 | 28142.4 | 29891.4 | 28852.3 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 17343.6 | 13238.2 | 15997.4 | 13224.2 | 12339.1 | 13238.2 | 13978.3 | 14859.9 | 14208.7 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1753.5 | 1374.9 | 1614.5 | 1354.3 | 1275.3 | 1374.9 | 1425.2 | 1485.4 | 1399.5 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 5974.3 | 4679.9 | 5570.9 | 4639.6 | 4359 | 4679.9 | 4972 | 5297.3 | 5077 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 504.2 | 402.9 | 466.7 | 393.3 | 369.8 | 402.9 | 432.7 | 468.7 | 457.7 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 143.4 | 105.7 | 132.1 | 107.7 | 99.4 | 105.7 | 112.3 | 119.9 | 114.7 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 8968.3 | 6674.7 | 8213.2 | 6729.3 | 6235.6 | 6674.7 | 7036.2 | 7488.7 | 7159.7 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) (3) | FL153099475 | 40098.6 | 39270.1 | 40161.7 | 40402.5 | 40031.8 | 39270.1 | 39456.5 | 39582.2 | 39755.6 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 18817.3 | 19924.3 | 19017.7 | 19375.7 | 19702.9 | 19924.3 | 19958.7 | 20127.3 | 20277.2 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 150439.3 | 143655.3 | 152145.3 | 146312.4 | 142823.8 | 143655.3 | 146639.6 | 152300.4 | 150988.7 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 5.6 | 6 | 5.3 | 5.3 | 5.6 | 6 | 6.2 | 6.3 | 6.3 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 8 | 9 | 7.9 | 8.2 | 8.6 | 9 | 9.3 | 9.5 | 9.5 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 29 | 24.3 | 27.5 | 23.7 | 23.1 | 24.3 | 25.3 | 26 | 25.1 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 41.6 | 36.8 | 40.5 | 36.3 | 35.4 | 36.8 | 38 | 39.2 | 38.3 | 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.
- Other (line 22) includes proprietor's equity in noncorporate business, defined benefit plan pension entitlements, asset of defined contribution pension plans and mutual funds not included above.
Last Update: December 7, 2023