L.229 Pension Entitlements
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
All sectors; pension entitlements; liability FL893150005 -- -- -- -- -- -- -- -- -- 1
Life insurance companies; pension entitlements, including reserve credit from reinsurers and excluding unallocated insurance contracts; liability (1) FL543150005 -- -- -- -- -- -- -- -- -- 2
Private pension funds; total liabilities (2) FL574190005 -- -- -- -- -- -- -- -- -- 3
Federal government retirement funds; total financial assets (3) FL344090005 -- -- -- -- -- -- -- -- -- 4
State and local government employee retirement funds; pension entitlements (total liabilities) FL224190005 -- -- -- -- -- -- -- -- -- 5
Rest of the world; pension entitlement reserve credit from non-U.S. reinsurers; liability FL263150005 -- -- -- -- -- -- -- -- -- 6
All sectors; pension entitlements; liability FL893150005 -- -- -- -- -- -- -- -- -- 7
Households and nonprofit organizations; pension entitlements; asset (4) FL153050005 -- -- -- -- -- -- -- -- -- 8
Life insurance companies; pension entitlements reserve credit from reinsurers; asset FL543050005 -- -- -- -- -- -- -- -- -- 9
Life insurance companies; assumed pension entitlement reserve credit from non-U.S. insurers; liability FL543151905 -- -- -- -- -- -- -- -- -- 10
All sectors; IRAs; liability (5) LM893131573 -- -- -- -- -- -- -- -- -- 11
U.S.-chartered depository institutions; IRAs and Keoghs; liability FL763131573 -- -- -- -- -- -- -- -- -- 12
Credit unions; IRAs; liability FL473131573 -- -- -- -- -- -- -- -- -- 13
Life insurance companies; IRAs; liability LM543131503 -- -- -- -- -- -- -- -- -- 14
Money market funds; IRAs; liability FL633131573 -- -- -- -- -- -- -- -- -- 15
Mutual funds; IRAs; liability LM653131573 -- -- -- -- -- -- -- -- -- 16
Households and nonprofit organizations; IRAs; liability LM153131575 -- -- -- -- -- -- -- -- -- 17

NOTES

  1. Annuities, including those in IRAs.
  2. Includes unallocated insurance company contracts beginning 1985:Q4.
  3. Includes the Thrift Savings Plan, the National Railroad Retirement Investment Trust, and other federal government retirement funds.
  4. Includes public and private defined benefit and defined contribution pension plans, and annuities at life insurance companies. Annuities include those held in individual retirement accounts (IRAs). Social security is excluded.
  5. Asset of the household and nonprofit organizations sector (tables L.101 and B.101). Figures for depositories (lines 12 and 13) include Keogh accounts. Variable annuities in IRAs are included in the life insurance sector (line 14) and excluded from the money market fund and mutual fund sectors (lines 15 and 16).
Last Update: February 23, 2024