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 2024 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 Line
Households and nonprofit organizations; total assets FL152000005 170046.4 164834.0 177081.2 191739.8 183731.5 187002.7 191147.2 191739.8 190082.8 1
Households and nonprofit organizations; nonfinancial assets FL152010005 51131.3 55509.4 57843.5 61357.2 59910.8 61792.6 61605.5 61357.2 61266.7 2
Households and nonprofit organizations; total financial assets FL154090005 118915.0 109324.6 119237.7 130382.6 123820.7 125210.1 129541.7 130382.6 128816.1 3
Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) FL154000025 18054.9 18011.4 18344.8 19277.8 18656.8 18509.6 18738.0 19277.8 19657.3 4
Households and nonprofit organizations; directly and indirectly held debt securities; asset LM154022375 8571.7 9254.0 10790.7 11395.3 10852.9 11054.3 11595.5 11395.3 11550.6 5
Households and nonprofit organizations; debt securities; asset LM154022005 2648.8 4407.4 5630.5 5896.7 5555.0 5734.3 5995.6 5896.7 5948.5 6
Households and nonprofit organizations; indirectly held debt securities; asset LM154022075 5922.8 4846.6 5160.1 5498.6 5297.9 5320.0 5600.0 5498.6 5602.1 7
Life insurance companies; debt securities held indirectly through mutual funds; asset LM544022053 484.7 388.7 394.7 398.5 398.5 395.4 408.6 398.5 395.0 8
Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) LM574022075 1913.8 1659.4 1808.1 1938.9 1842.4 1863.8 1968.6 1938.9 1990.4 9
Federal government defined contribution retirement funds; debt securities; asset (2) LM344022025 37.0 29.9 32.8 33.3 32.7 32.6 34.6 33.3 34.7 10
State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) LM223064223 54.4 39.6 42.7 45.7 43.8 44.1 46.3 45.7 46.5 11
Mutual funds; debt securities indirectly held by households; asset LM654022055 3432.9 2729.0 2881.8 3082.2 2980.5 2984.0 3142.0 3082.2 3135.5 12
Households and nonprofit organizations; loans; asset FL154023005 1459.3 1406.2 1339.3 1171.1 1341.4 1329.8 1398.2 1171.1 1214.9 13
Households and nonprofit organizations; directly and indirectly held corporate equities; asset LM153064475 50482.2 40818.5 48663.6 57908.2 52940.1 54048.5 57319.6 57908.2 55579.1 14
Households and nonprofit organizations; corporate equities; asset LM153064105 33033.0 27305.9 32654.0 39398.9 35511.4 36389.3 38725.1 39398.9 37887.1 15
Households and nonprofit organizations; indirectly held corporate equities; asset LM153064175 17449.3 13512.6 16009.6 18509.2 17428.7 17659.2 18594.5 18509.2 17692.0 16
Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset LM543064153 1785.0 1398.3 1505.4 1710.7 1624.2 1647.2 1719.8 1710.7 1603.8 17
Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) LM573064175 5974.3 4858.1 5972.6 7082.1 6504.4 6652.2 7029.5 7082.1 6788.8 18
Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) LM343064125 504.2 402.9 517.1 633.2 567.9 584.0 618.4 633.2 582.1 19
State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) LM223064213 143.4 98.1 116.9 132.8 126.6 127.7 133.9 132.8 127.3 20
Mutual funds; corporate equities indirectly held by households; asset LM653064155 9042.4 6755.2 7897.5 8950.4 8605.5 8648.2 9093.0 8950.4 8590.0 21
Households and nonprofit organizations; other financial assets (B.101.e) (3) FL153099475 40346.9 39834.4 40099.3 40630.3 40029.6 40267.9 40490.3 40630.3 40814.2 22
Households and nonprofit organizations; total liabilities FL154190005 18740.9 19933.2 20478.3 20837.9 20547.6 20711.0 20883.5 20837.9 20775.5 23
Households and nonprofit organizations; net worth FL152090005 151305.5 144900.8 156603.0 170901.9 163183.9 166291.7 170263.7 170901.9 169307.3 24
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets FL154022376 5.04 5.61 6.09 5.94 5.91 5.91 6.07 5.94 6.08 25
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets FL154022386 7.21 8.46 9.05 8.74 8.77 8.83 8.95 8.74 8.97 26
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets FL153064476 29.69 24.76 27.48 30.20 28.81 28.90 29.99 30.20 29.24 27
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets FL153064486 42.45 37.34 40.81 44.41 42.76 43.17 44.25 44.41 43.15 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.
  3. 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: June 12, 2025