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 | 2023 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 169084 | 164596.7 | 176743.2 | 163262.5 | 164596.7 | 167526.7 | 172956.9 | 171734.1 | 176743.2 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 51218.6 | 55644.1 | 57911.3 | 56527.1 | 55644.1 | 55650.9 | 58010.9 | 58463.2 | 57911.3 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 117865.4 | 108952.6 | 118831.9 | 106735.4 | 108952.6 | 111875.8 | 114946 | 113270.9 | 118831.9 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 18061.2 | 17938.1 | 18031.4 | 18104.2 | 17938.1 | 17847.7 | 17778 | 17762.7 | 18031.4 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 8882 | 9301 | 10981.2 | 8569.6 | 9301 | 10118 | 10313.5 | 10287.9 | 10981.2 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 2985.7 | 4434.3 | 5670.7 | 3744.7 | 4434.3 | 5096.8 | 5222.4 | 5313.9 | 5670.7 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 5896.4 | 4866.7 | 5310.4 | 4824.9 | 4866.7 | 5021.2 | 5091.1 | 4974 | 5310.4 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 484.5 | 388.4 | 403 | 387.6 | 388.4 | 394 | 394.7 | 380 | 403 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1913.7 | 1706.5 | 1922.4 | 1658 | 1706.5 | 1786.1 | 1817.8 | 1790.6 | 1922.4 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 37 | 29.9 | 32.1 | 28.8 | 29.9 | 31 | 31.5 | 30.2 | 32.1 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 54.4 | 42.7 | 47.2 | 43.2 | 42.7 | 44.2 | 45.1 | 44.3 | 47.2 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 3406.7 | 2699.2 | 2905.8 | 2707.3 | 2699.2 | 2765.9 | 2802.1 | 2728.8 | 2905.8 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1467.3 | 1416.8 | 1346.3 | 1474.3 | 1416.8 | 1392.5 | 1392.6 | 1324.4 | 1346.3 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 49036.8 | 39697.4 | 47546 | 37453.7 | 39697.4 | 42003.2 | 44548.9 | 42849.7 | 47546 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 31656.1 | 26418.8 | 31996.5 | 25087.6 | 26418.8 | 27995 | 29696.9 | 28705.8 | 31996.5 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 17380.7 | 13278.6 | 15549.6 | 12366.1 | 13278.6 | 14008.2 | 14852 | 14143.9 | 15549.6 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1785.3 | 1399.9 | 1559.5 | 1298.8 | 1399.9 | 1450.8 | 1511.7 | 1420 | 1559.5 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 5974.3 | 4688.4 | 5605.7 | 4363.9 | 4688.4 | 4980.4 | 5301.4 | 5075.6 | 5605.7 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 504.2 | 402.9 | 516.4 | 369.8 | 402.9 | 432.7 | 468.7 | 457.7 | 516.4 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 143.4 | 105.7 | 125.7 | 99.4 | 105.7 | 112.3 | 119.9 | 114.8 | 125.7 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 8973.6 | 6681.7 | 7742.3 | 6234.1 | 6681.7 | 7032.1 | 7450.3 | 7075.9 | 7742.3 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) (3) | FL153099475 | 40418.1 | 40599.4 | 40927 | 41133.5 | 40599.4 | 40514.4 | 40913 | 41046.2 | 40927 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 18851.4 | 19969.1 | 20528.8 | 19746.8 | 19969.1 | 20005.6 | 20176.6 | 20358.4 | 20528.8 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 150232.6 | 144627.6 | 156214.4 | 143515.8 | 144627.6 | 147521 | 152780.3 | 151375.7 | 156214.4 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 5.3 | 5.7 | 6.2 | 5.2 | 5.7 | 6 | 6 | 6 | 6.2 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 7.5 | 8.5 | 9.2 | 8 | 8.5 | 9 | 9 | 9.1 | 9.2 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 29 | 24.1 | 26.9 | 22.9 | 24.1 | 25.1 | 25.8 | 25 | 26.9 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 41.6 | 36.4 | 40 | 35.1 | 36.4 | 37.5 | 38.8 | 37.8 | 40 | 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: March 7, 2024