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 2022 2023 2024 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2 Line
Households and nonprofit organizations; total assets FL152000005 164832.4 176980.3 191730.5 183570.0 186833.6 191126.3 191730.5 190010.2 197279.5 1
Households and nonprofit organizations; nonfinancial assets FL152010005 55480.5 57801.7 61347.3 59892.6 61799.5 61598.3 61347.3 61267.8 62689.7 2
Households and nonprofit organizations; total financial assets FL154090005 109351.9 119178.7 130383.2 123677.4 125034.1 129528.0 130383.2 128742.5 134589.8 3
Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) FL154000025 18011.8 18341.7 19223.4 18614.5 18464.3 18683.9 19223.4 19628.0 19671.3 4
Households and nonprofit organizations; directly and indirectly held debt securities; asset LM154022375 9386.7 10711.5 11239.3 10740.0 10916.4 11432.5 11239.3 11411.1 11533.2 5
Households and nonprofit organizations; debt securities; asset LM154022005 4540.2 5549.7 5754.5 5440.2 5600.1 5844.4 5754.5 5783.7 5876.6 6
Households and nonprofit organizations; indirectly held debt securities; asset LM154022075 4846.5 5161.7 5484.8 5299.8 5316.3 5588.1 5484.8 5627.5 5656.6 7
Life insurance companies; debt securities held indirectly through mutual funds; asset LM544022053 388.8 394.8 398.2 398.6 395.3 408.4 398.2 398.6 396.2 8
Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) LM574022075 1659.4 1829.0 1957.2 1863.4 1883.7 1987.6 1957.2 2019.7 2045.4 9
Federal government defined contribution retirement funds; debt securities; asset (2) LM344022025 29.9 32.8 33.8 32.7 32.6 34.6 33.8 35.2 35.9 10
State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) LM223064223 39.9 42.7 45.9 44.1 44.5 46.7 45.9 46.9 47.0 11
Mutual funds; debt securities indirectly held by households; asset LM654022055 2728.5 2862.4 3049.6 2961.1 2960.1 3110.9 3049.6 3127.1 3132.2 12
Households and nonprofit organizations; loans; asset FL154023005 1408.2 1337.2 1178.3 1337.9 1333.8 1404.2 1178.3 1224.8 1216.0 13
Households and nonprofit organizations; directly and indirectly held corporate equities; asset LM153064475 40753.4 48577.1 57966.0 52815.3 53866.3 57363.3 57966.0 55601.9 61116.5 14
Households and nonprofit organizations; corporate equities; asset LM153064105 27240.9 32632.2 39567.3 35454.3 36284.0 38867.1 39567.3 38056.0 41789.8 15
Households and nonprofit organizations; indirectly held corporate equities; asset LM153064175 13512.4 15944.9 18398.7 17361.0 17582.3 18496.2 18398.7 17545.9 19326.7 16
Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset LM543064153 1398.2 1508.5 1716.5 1628.1 1651.8 1725.1 1716.5 1608.4 1742.7 17
Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) LM573064175 4858.1 5957.8 7053.5 6487.5 6635.4 7010.1 7053.5 6750.4 7485.9 18
Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) LM343064125 402.9 517.1 633.8 567.9 584.0 618.4 633.8 582.7 646.5 19
State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) LM223064213 98.8 116.9 133.5 127.3 129.2 135.4 133.5 127.1 139.8 20
Mutual funds; corporate equities indirectly held by households; asset LM653064155 6754.4 7844.6 8861.4 8550.2 8582.0 9007.3 8861.4 8477.2 9311.8 21
Households and nonprofit organizations; other financial assets (B.101.e) (3) FL153099475 39791.8 40211.1 40776.2 40169.8 40453.4 40644.0 40776.2 40876.5 41052.7 22
Households and nonprofit organizations; total liabilities FL154190005 19897.6 20443.6 20797.8 20515.0 20674.1 20846.2 20797.8 20803.6 20986.6 23
Households and nonprofit organizations; net worth FL152090005 144934.9 156536.7 170932.7 163055.0 166159.5 170280.1 170932.7 169206.7 176292.9 24
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets FL154022376 5.69 6.05 5.86 5.85 5.84 5.98 5.86 6.01 5.85 25
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets FL154022386 8.58 8.99 8.62 8.68 8.73 8.83 8.62 8.86 8.57 26
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets FL153064476 24.72 27.45 30.23 28.77 28.83 30.01 30.23 29.26 30.98 27
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets FL153064486 37.27 40.76 44.46 42.70 43.08 44.29 44.46 43.19 45.41 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: September 11, 2025