23-Feb-16
Family Holdings of Financial Assets: Median Value of Holding for Families Holding Asset,
by Selected Characteristics of Families and Type of Asset, 2013
[Thousands of dollars]
Family characteristic
All families
Transaction
accounts
Certificates
of deposit
Savings
bonds
Bonds
Stocks
Pooled
investment
funds
Retirement
accounts
Cash value
life insurance
Other
managed
assets
Other
Any
financial
asset
4.1
16.0
1.0
94.5
27.0
80.0
59.0
8.0
100.0
4.0
21.2
0.6
1.4
3.0
6.8
13.5
51.0
9.0
15.0
20.0
10.0
15.0
30.0
0.5
1.0
1.0
1.0
1.0
2.5
*
20.0
28.5
40.0
*
400.0
10.0
24.0
16.0
10.5
20.0
110.2
15.0
66.0
40.0
34.5
75.0
250.0
5.0
14.3
25.0
51.0
107.0
280.9
3.6
4.0
8.0
8.0
9.8
30.0
20.0
54.0
70.0
74.6
110.0
220.0
2.0
2.0
3.4
10.0
9.0
25.0
1.0
4.1
16.2
50.8
132.0
566.9
2.2
3.8
4.0
5.0
7.0
7.0
4.0
6.3
10.0
25.0
31.0
22.0
0.7
0.7
1.0
1.3
3.0
3.0
*
75.0
90.3
101.4
194.8
37.4
6.6
20.0
16.0
30.0
50.0
76.4
10.3
48.0
53.0
143.0
155.0
145.0
12.0
42.7
87.2
103.3
148.9
69.5
2.5
7.0
8.0
9.8
9.8
8.0
13.0
40.0
70.0
100.0
125.0
110.0
2.0
3.0
5.0
5.0
10.0
13.0
5.8
20.4
31.5
52.1
72.0
28.0
1.0
2.0
3.1
5.0
9.0
8.0
5.0
25.0
6.2
25.0
0.8
0.5
3.0
1.0
2.0
*
*
37.4
150.0
130.0
23.0
10.5
33.0
20.0
48.0
96.6
16.0
107.0
60.0
136.5
16.4
18.1
70.0
62.0
100.0
5.0
4.2
6.0
8.8
10.0
50.0
300.0
95.0
75.0
125.0
4.1
1.5
3.5
7.0
8.0
3.5
6.7
20.3
30.0
66.1
0.7
2.0
3.0
11.0
20.0
20.0
10.0
17.0
0.6
0.8
1.0
1.2
*
25.0
40.0
150.0
18.5
22.0
9.0
40.0
*
42.0
76.0
100.0
13.0
33.4
41.0
92.3
5.0
5.0
8.2
10.6
*
75.0
85.0
110.0
3.4
3.0
2.0
9.0
1.3
8.2
13.4
82.0
6.1
1.5
19.2
10.0
1.0
1.0
95.0
25.7
30.0
14.0
100.0
34.5
76.3
23.2
9.0
4.2
105.0
35.0
5.0
1.7
41.0
5.3
4.0
10.0
4.1
1.0
8.0
40.0
28.0
*
1.0
1.2
2.9
0.4
194.8
108.2
60.0
*
16.0
60.0
55.0
15.0
48.0
215.0
150.0
25.0
46.3
102.0
94.0
40.0
5.7
15.5
8.0
5.6
66.0
190.0
100.0
*
2.5
10.0
9.0
2.3
21.4
59.1
20.5
2.5
11.3
2.4
2.4
3.2
11.0
5.0
10.0
27.1
1.0
1.0
0.7
2.0
150.0
300.0
*
60.0
30.0
10.0
10.0
50.0
101.9
25.0
12.0
145.0
86.5
33.8
29.4
88.0
10.0
5.5
5.0
8.0
105.0
105.0
54.0
95.0
5.0
2.0
2.0
5.1
69.5
10.9
10.1
14.6
6.2
4.0
3.3
4.4
20.0
11.0
17.0
20.0
1.8
1.0
1.0
1.0
150.0
37.4
130.0
199.5
25.0
20.9
27.0
40.6
100.0
45.0
80.0
125.0
75.0
63.6
50.0
60.0
8.2
8.0
5.0
10.0
150.0
75.0
74.6
150.0
3.2
3.4
4.5
5.0
34.8
24.9
15.8
22.1
4.5
2.7
17.0
13.0
1.0
1.0
119.9
37.4
30.0
14.0
100.0
40.0
60.0
50.0
8.0
6.5
100.0
59.8
4.0
4.0
22.3
13.5
7.1
1.2
18.0
10.0
1.2
0.5
95.0
22.8
30.0
9.0
100.0
23.1
80.5
13.0
8.5
3.3
100.0
64.0
10.0
2.0
52.7
3.0
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
Family structure
Single with child(ren)
Single, no child, age less than 55
Single, no child, age 55 or more
Couple with child(ren)
Couple, no child
Education of head
No high school diploma
High school diploma
Some college
College degree
Race or ethnicity of respondent
White non-Hispanic
Nonwhite or Hispanic
Current work status of head
Working for someone else
Self-employed
Retired
Other not working
Current occupation of head
Managerial or professional
Technical, sales, or services
Other occupation
Retired or other not working
Region
Northeast
Midwest
South
West
Urbanicity
Metropolitan statistical area (MSA)
Non-MSA
Housing status
Owner
Renter or other
Percentiles of net worth
Less than 25
0.6
2.8
0.5
*
1.5
2.5
4.8
1.1
*
1.0
1.0
25-49.9
1.9
8.0
0.6
*
5.0
5.5
12.3
3.7
11.0
2.5
8.0
50-74.9
6.0
10.0
1.0
*
10.0
20.0
52.0
6.0
35.0
6.0
50.1
75-89.9
19.3
25.0
2.0
8.0
20.0
70.0
165.0
14.3
100.0
13.0
238.3
90-100
65.0
50.0
3.5
214.2
150.0
308.0
450.0
30.0
236.2
30.0
938.1
* Ten or fewer observations.
Note: For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base
their answers on the twelve months preceding the interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
See text for definition of asset categories.
Source: The Federal Reserve Board, 2013 Survey of Consumer Finance.
5-Feb-14
Family Holdings of Financial Assets: Median Value of Holding for Families Holding Asset,
by Selected Characteristics of Families and Type of Asset, 2010
[Thousands of dollars]
Family characteristic
All families
Transaction Certificates of
accounts
deposit
Savings
bonds
Bonds
Stocks
Pooled
investment
funds
Retirement
accounts
Cash value
life insurance
Other
managed
assets
Other
Any
financial
asset
3.5
20.0
1.0
137.0
20.0
80.0
44.0
7.3
70.0
5.0
21.5
0.7
1.5
2.8
5.3
11.1
35.0
15.0
15.0
18.0
16.0
29.0
34.0
0.5
0.5
1.0
0.7
0.8
2.0
20.0
*
*
30.0
141.0
297.2
20.0
8.0
5.6
13.0
14.0
60.0
38.0
38.1
50.0
50.0
65.5
200.0
8.0
11.0
22.8
37.0
88.0
277.0
3.1
4.2
5.0
7.5
10.0
30.0
38.0
45.0
60.0
33.0
82.0
150.0
2.3
2.7
5.0
7.0
10.0
28.0
1.1
5.2
17.1
39.5
120.2
550.8
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
2.1
2.5
3.5
5.0
5.7
7.2
5.2
7.0
16.0
20.0
25.0
32.2
0.5
0.9
0.8
1.2
4.0
1.0
*
10.0
150.0
250.0
100.0
141.0
5.4
10.0
30.0
35.0
48.0
45.0
8.5
41.0
110.0
110.0
115.0
120.0
10.5
31.2
60.0
100.0
100.0
54.0
2.1
5.0
10.0
9.3
10.0
7.0
9.0
10.0
50.0
65.0
95.0
82.0
2.0
2.7
7.0
11.0
15.0
16.0
5.5
14.5
33.7
55.8
45.2
43.8
Family structure
Single with child(ren)
Single, no child, age less than 55
Single, no child, age 55 or more
Couple with child(ren)
Couple, no child
1.0
2.0
3.9
3.8
7.1
6.0
6.7
20.0
14.0
30.0
1.3
0.5
1.7
0.8
1.2
*
*
120.0
129.0
175.0
15.0
7.9
37.5
15.0
33.0
28.0
21.0
120.0
75.0
90.0
17.8
20.5
46.0
44.1
77.4
2.0
5.0
4.0
8.0
11.6
30.0
15.0
70.0
50.0
90.0
8.0
2.0
10.0
5.0
9.0
4.8
7.9
22.1
25.1
57.2
Education of head
No high school diploma
High school diploma
Some college
College degree
0.8
2.0
2.5
9.3
40.0
20.0
12.0
20.0
0.5
0.6
0.8
1.0
*
49.8
40.0
150.0
2.7
9.5
9.9
32.0
*
62.0
35.0
101.0
16.3
25.0
27.0
76.3
4.5
5.2
6.0
12.0
50.0
35.0
60.0
95.0
1.3
3.6
5.0
10.0
1.6
10.3
14.0
75.7
Race or ethnicity of respondent
White non-Hispanic
Nonwhite or Hispanic
5.0
1.6
20.0
13.0
1.0
1.0
142.0
5.0
25.0
10.0
91.0
50.0
54.0
25.0
8.0
5.0
73.0
25.0
7.5
3.0
37.1
6.0
Current work status of head
Working for someone else
Self-employed
Retired
Other not working
3.3
7.5
4.5
1.0
10.0
30.0
30.0
10.0
0.6
1.3
2.0
1.0
100.0
257.4
140.0
*
12.5
50.0
35.0
11.0
50.0
103.6
120.0
120.0
35.6
85.0
66.7
19.3
6.0
19.0
7.3
5.0
31.7
89.0
75.0
*
3.0
10.0
10.0
3.5
20.9
50.5
29.1
2.8
Current occupation of head
Managerial or professional
Technical, sales, or services
Other occupation
Retired or other not working
8.5
2.1
2.2
3.0
15.0
12.0
10.0
29.0
1.0
1.0
0.5
1.5
170.0
36.4
*
141.0
30.0
10.0
5.6
30.0
100.0
54.9
9.0
120.0
73.1
25.0
25.3
56.5
10.0
5.0
6.0
7.0
84.0
25.0
17.8
73.0
9.0
2.5
2.8
7.0
64.5
10.5
11.7
15.9
Region
Northeast
Midwest
South
West
4.5
3.4
3.0
4.0
15.0
17.0
20.0
20.0
1.0
0.5
1.0
1.0
104.0
300.0
200.0
100.0
25.0
11.0
20.0
30.0
110.0
52.0
87.5
75.0
60.0
40.0
37.2
45.0
10.0
5.6
7.0
9.0
38.0
80.0
85.0
40.0
6.5
3.0
5.0
8.0
33.4
23.5
16.6
20.3
Urbanicity
Metropolitan statistical area (MSA)
Non-MSA
3.9
2.5
19.0
20.0
1.0
0.5
142.6
53.1
23.4
10.0
91.0
40.0
49.6
28.8
8.0
5.0
70.0
70.0
5.0
4.0
23.9
13.3
Housing status
Owner
Renter or other
5.8
1.0
20.0
10.0
1.0
0.6
129.0
164.0
26.5
5.6
100.0
20.0
59.3
10.0
8.5
4.0
75.0
16.0
8.0
3.0
45.8
3.0
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
Percentiles of net worth
Less than 25
0.6
1.5
0.2
*
1.0
*
5.0
1.5
*
1.0
25-49.9
1.7
5.5
0.5
*
2.5
5.0
12.0
3.1
10.0
3.0
50-74.9
5.2
15.0
0.6
*
7.0
20.5
42.0
5.8
30.0
5.0
75-89.9
14.5
25.0
1.4
50.0
25.0
60.0
133.0
13.7
70.0
10.0
90-100
60.8
65.0
3.0
220.0
110.0
245.0
413.0
30.0
150.0
70.0
* Ten or fewer observations.
Note: For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base
their answers on the twelve months preceding the interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
See text for definition of asset categories.
Source: The Federal Reserve Board, 2010 Survey of Consumer Finance (July 19, 2012).
1.1
7.8
45.2
201.0
888.0
5-Feb-14
Family Holdings of Financial Assets: Median Value of Holding for Families Holding Asset,
by Selected Characteristics of Families and Type of Asset, 2007
[Thousands of dollars]
Family characteristic
All families
Transaction Certificates of
accounts
deposit
Savings
bonds
Bonds
Stocks
Pooled
investment
funds
Retirement
accounts
Cash value
life insurance
Other
managed
assets
Other
Any
financial
asset
4.0
20.0
1.0
80.0
17.0
56.0
45.0
8.0
70.0
6.0
28.9
0.8
1.6
2.8
6.0
12.9
36.7
18.0
18.0
17.0
11.0
20.0
42.0
0.5
1.0
0.7
1.0
2.0
2.5
*
*
*
19.0
81.0
250.0
3.8
10.0
5.5
14.0
15.0
75.0
30.0
30.0
37.5
35.0
46.0
180.0
6.0
12.0
24.0
48.0
90.4
205.0
2.5
5.0
5.2
10.0
9.0
28.1
100.0
86.0
59.0
52.0
30.0
90.0
1.5
3.0
4.0
10.0
10.0
45.0
1.7
7.0
19.0
60.0
131.8
404.5
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
2.4
3.4
5.0
5.2
7.7
6.1
5.0
5.0
15.0
23.0
23.2
30.0
0.7
1.0
1.0
1.9
1.0
20.0
*
9.7
200.0
90.8
50.0
100.0
3.0
15.0
18.5
24.0
38.0
40.0
18.0
22.5
50.0
112.0
86.0
75.0
9.6
37.0
63.0
100.0
77.0
35.0
2.8
8.3
10.0
10.0
10.0
5.0
*
24.0
45.0
59.0
70.0
100.0
1.5
8.0
6.0
20.0
10.0
15.0
6.8
26.0
54.3
73.7
68.1
41.5
Family structure
Single with child(ren)
Single, no child, age less than 55
Single, no child, age 55 or more
Couple with child(ren)
Couple, no child
1.6
2.5
2.8
4.6
7.5
7.5
6.0
28.0
10.0
26.0
1.0
1.5
4.0
1.0
1.5
*
*
50.0
81.0
80.0
10.0
3.8
25.0
15.0
25.0
46.0
16.0
77.0
50.0
62.5
17.0
24.3
46.6
47.2
66.0
3.8
5.5
5.0
9.5
10.0
20.0
60.0
100.0
35.0
52.0
4.0
3.0
3.6
5.0
15.0
6.0
12.7
27.0
29.9
70.4
1.2
2.5
2.8
10.0
14.0
16.0
18.0
25.0
1.0
1.0
1.0
1.1
*
46.5
50.0
100.0
2.7
10.0
6.0
25.0
64.0
30.0
25.0
75.0
15.0
28.6
32.0
75.0
2.5
5.2
8.0
13.0
30.0
80.0
52.0
75.0
1.5
5.0
4.0
10.0
3.0
14.2
20.0
96.4
Race or ethnicity of respondent
White non-Hispanic
Nonwhite or Hispanic
5.1
2.0
20.0
10.0
1.0
1.0
95.9
23.1
19.0
8.0
64.0
30.0
53.0
25.0
9.0
5.0
70.0
30.0
9.6
3.0
45.1
9.0
Current work status of head
Working for someone else
Self-employed
Retired
Other not working
3.8
9.9
4.0
1.0
10.0
25.0
30.0
15.0
1.0
1.0
2.5
2.0
46.8
150.0
79.5
*
10.5
60.0
28.7
6.3
42.0
80.0
78.2
*
40.2
91.0
50.0
20.8
7.5
24.0
5.5
2.2
27.2
80.0
100.0
*
5.0
16.0
10.0
3.0
28.8
54.1
29.9
3.7
Current occupation of head
Managerial or professional
Technical, sales, or services
Other occupation
Retired or other not working
8.8
3.0
2.5
3.3
15.0
15.0
10.0
30.0
1.0
1.0
0.7
2.0
80.0
123.2
*
95.9
20.0
12.0
4.0
25.0
75.0
40.0
18.0
78.2
72.0
30.0
24.2
45.0
13.0
9.0
5.0
5.0
59.0
10.0
20.0
100.0
10.0
5.0
5.0
5.5
78.4
17.6
13.9
23.7
Region
Northeast
Midwest
South
West
5.1
3.8
3.5
4.3
20.0
12.0
20.0
23.0
1.0
1.0
1.2
1.0
114.7
49.3
100.0
60.0
17.9
14.0
17.9
18.0
50.0
37.5
70.0
58.8
57.4
36.6
40.0
45.5
9.0
7.0
8.0
10.0
73.0
67.0
80.0
60.0
10.0
6.0
4.0
6.0
44.3
31.2
21.0
29.1
Urbanicity
Metropolitan statistical area (MSA)
Non-MSA
4.5
2.5
20.0
10.0
1.0
1.2
100.0
50.0
19.0
11.0
60.0
34.0
47.8
33.7
9.0
5.0
70.0
45.0
8.0
2.4
32.7
16.0
Housing status
Owner
Renter or other
6.2
1.2
20.0
10.0
1.0
0.7
100.0
15.0
20.0
5.5
60.0
40.0
57.0
10.0
10.0
2.0
70.0
54.0
10.0
2.0
55.1
3.8
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
Education of head
No high school diploma
High school diploma
Some college
College degree
Percentiles of net worth
Less than 25
0.7
2.0
0.5
*
1.1
*
3.0
1.2
*
1.2
25-49.9
2.0
7.0
0.7
*
3.0
9.0
15.0
3.0
13.8
3.0
50-74.9
6.1
15.0
1.2
*
6.0
25.0
50.0
6.5
50.0
10.0
75-89.9
15.5
25.0
2.0
*
20.0
50.0
120.0
15.0
80.0
20.0
90-100
46.5
50.0
3.5
165.9
125.0
264.0
318.0
30.0
158.0
50.0
* Ten or fewer observations.
Note: For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base
their answers on the twelve months preceding the interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
See text for definition of asset categories.
Source: The Federal Reserve Board, 2007 Survey of Consumer Finance (July 19, 2012).
1.4
13.4
60.7
216.3
773.0
5-Feb-14
Family Holdings of Financial Assets: Median Value of Holding for Families Holding Asset,
by Selected Characteristics of Families and Type of Asset, 2004
[Thousands of dollars]
Family characteristic
All families
Transaction
accounts
Certificates
of deposit
Savings
bonds
Bonds
Stocks
Pooled
investment
funds
Retirement
accounts
Cash value
life insurance
Other
managed
assets
Other
Any
financial
asset
3.8
15.0
1.0
65.0
15.0
40.4
35.3
6.0
45.0
4.0
23.0
0.6
1.5
3.0
6.5
11.0
28.0
10.0
14.0
10.0
18.0
20.0
33.0
0.4
0.6
0.8
1.0
0.8
2.0
*
*
*
80.0
35.0
160.0
6.0
8.0
12.0
10.0
15.0
58.7
15.3
25.0
23.0
25.5
33.5
125.0
5.0
10.0
17.1
32.0
71.0
184.2
2.8
3.8
5.0
7.0
10.0
20.0
22.0
50.0
36.0
35.0
50.0
100.0
2.5
2.0
2.5
4.0
5.0
20.0
1.3
4.9
15.5
48.4
109.0
366.2
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
1.8
3.0
4.8
6.7
5.5
6.5
4.0
10.0
11.0
29.0
20.0
22.0
0.5
0.5
1.0
2.5
3.0
5.0
*
10.0
30.0
80.0
40.0
295.0
4.4
10.0
14.5
25.0
42.0
50.0
8.0
15.9
50.0
75.0
60.0
60.0
11.0
28.0
55.6
83.0
80.0
30.0
3.0
5.0
8.0
10.0
8.0
5.0
5.0
18.3
43.0
65.0
60.0
50.0
1.0
3.5
5.0
7.0
10.0
22.0
5.2
19.0
39.2
78.7
36.1
38.8
Family structure
Single with child(ren)
Single, no child, age less than 55
Single, no child, age 55 or more
Couple with child(ren)
Couple, no child
1.0
1.9
3.1
4.5
8.0
10.0
10.4
20.0
10.0
25.0
0.5
0.9
2.5
0.7
2.0
*
*
62.0
32.0
90.0
6.0
8.5
27.7
10.0
26.0
9.0
20.0
62.5
27.5
60.0
12.0
15.0
36.0
40.0
62.3
2.0
5.0
3.2
8.0
10.0
6.0
30.0
65.0
30.0
50.0
3.0
1.5
10.0
5.0
6.0
3.2
7.3
25.0
30.3
60.4
Education of head
No high school diploma
High school diploma
Some college
College degree
1.1
2.5
2.6
9.2
15.0
17.5
10.0
19.0
0.5
0.6
0.8
1.0
*
20.0
153.5
80.0
7.5
7.5
12.0
20.0
7.2
24.9
40.0
53.0
12.4
20.1
20.8
65.0
3.2
5.0
5.4
10.0
15.0
50.0
29.0
50.0
2.0
3.0
4.0
7.0
2.2
12.0
16.0
78.8
Race or ethnicity of respondent
White non-Hispanic
Nonwhite or Hispanic
5.0
1.5
16.0
12.0
1.0
0.6
80.0
*
18.0
5.3
45.0
18.0
41.0
16.0
7.0
5.0
45.0
40.0
5.0
2.5
36.4
5.0
Current work status of head
Working for someone else
Self-employed
Retired
Other not working
3.1
10.0
4.2
2.0
10.0
20.0
25.0
8.0
0.7
1.9
3.0
2.0
25.0
130.0
90.0
*
10.0
25.0
45.0
5.0
25.0
60.0
75.0
15.9
30.0
60.0
46.2
31.0
5.4
10.5
5.0
8.4
50.0
42.0
45.0
*
3.0
6.0
10.0
3.0
20.5
56.1
26.5
5.0
Current occupation of head
Managerial or professional
Technical, sales, or services
Other occupation
Retired or other not working
8.1
2.4
2.5
3.6
15.0
12.0
5.8
22.0
1.0
0.8
0.5
2.1
50.0
35.0
*
80.0
20.0
8.0
5.0
35.0
40.4
24.9
20.0
65.8
60.0
21.7
20.0
42.0
10.0
5.0
5.0
5.0
45.0
60.0
36.0
45.0
6.0
3.0
2.0
7.0
67.4
12.2
11.4
19.5
Region
Northeast
Midwest
South
West
6.0
4.1
3.0
3.4
18.0
10.4
14.0
22.0
1.5
0.8
1.0
0.6
150.0
65.0
40.0
100.0
15.0
12.0
16.0
18.0
50.0
45.0
45.0
26.0
51.0
38.0
27.3
30.0
6.0
7.0
5.0
6.0
50.0
42.0
45.0
45.0
4.0
4.0
3.7
5.0
43.7
31.3
12.2
23.2
Urbanicity
Metropolitan statistical area (MSA)
Non-MSA
4.2
2.2
15.0
15.0
1.0
1.0
80.0
*
17.0
8.0
50.0
25.0
40.0
20.0
6.3
5.0
45.0
32.3
4.8
2.0
27.9
9.4
Housing status
Owner
Renter or other
6.0
1.1
20.0
7.0
1.0
0.7
65.0
*
20.0
4.5
50.0
10.0
46.0
11.0
7.0
3.0
45.0
42.0
6.0
2.0
48.0
3.0
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
Percentiles of net worth
Less than 25
0.5
2.0
0.3
*
1.9
2.0
3.0
0.8
*
0.7
25-49.9
2.0
5.8
0.5
*
3.5
7.4
11.8
4.0
9.4
2.0
50-74.9
5.8
10.4
1.0
*
8.0
16.0
33.4
5.0
20.0
5.0
75-89.9
15.8
31.0
1.8
25.0
20.0
52.0
97.0
10.0
50.0
7.0
90-100
42.5
46.0
2.5
111.1
110.0
165.0
266.9
20.0
125.0
40.0
* Ten or fewer observations.
Note: For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base
their answers on the twelve months preceding the interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
See text for definition of asset categories.
Source: The Federal Reserve Board, 2004 Survey of Consumer Finance (July 19, 2012).
1.0
9.9
47.2
203.0
729.3
5-Feb-14
Family Holdings of Financial Assets: Median Value of Holding for Families Holding Asset,
by Selected Characteristics of Families and Type of Asset, 2001
[Thousands of dollars]
Family characteristic
All families
Transaction
accounts
Certificates
of deposit
Savings
bonds
Bonds
Stocks
Pooled
investment
funds
Retirement
accounts
Cash value
life insurance
Other
managed
assets
Other
Any
financial
asset
4.0
15.0
1.0
43.5
20.0
35.0
29.5
10.0
70.0
4.0
28.2
0.9
1.8
2.8
5.2
9.5
26.0
10.0
14.0
13.0
15.0
13.0
25.0
1.0
0.6
0.5
1.0
1.0
2.0
*
*
10.0
40.0
50.0
88.7
7.5
10.0
8.0
17.0
20.0
50.0
21.0
24.0
24.0
30.0
28.0
87.5
5.0
8.0
14.0
30.0
55.0
130.0
3.6
6.2
7.0
12.0
10.0
24.0
24.2
36.0
70.0
60.0
70.0
112.0
1.7
3.0
3.0
3.0
7.0
15.0
2.0
8.0
17.4
56.5
98.0
368.1
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
1.8
3.4
4.6
5.5
8.0
7.3
4.0
6.0
12.0
19.0
20.0
25.0
0.3
1.0
1.0
2.5
2.0
3.0
*
13.6
60.0
60.0
71.4
35.0
5.7
15.0
15.0
40.0
85.0
60.0
9.0
17.5
38.5
60.0
70.0
70.0
7.0
29.0
48.0
55.0
60.0
48.0
10.0
9.0
11.0
10.0
8.8
7.0
40.0
50.0
60.0
55.0
120.0
100.0
1.6
2.0
5.0
10.0
8.0
18.0
6.2
27.0
45.1
58.5
51.4
42.5
Family structure
Single with child(ren)
Single, no child, age less than 55
Single, no child, age 55 or more
Couple with child(ren)
Couple, no child
1.2
2.0
3.6
4.0
7.1
10.0
7.5
17.5
10.0
20.0
0.6
0.5
4.0
1.0
1.5
*
7.9
34.7
26.0
71.9
10.0
6.0
37.5
17.0
30.0
30.0
20.0
50.0
25.0
52.5
7.8
11.0
28.0
30.0
51.0
5.5
7.9
6.0
12.0
10.0
70.0
63.3
88.4
60.0
80.0
2.4
2.0
9.0
4.5
7.0
6.9
10.0
24.7
37.5
57.3
Education of head
No high school diploma
High school diploma
Some college
College degree
1.5
2.5
3.0
7.5
15.0
16.0
13.0
14.0
0.4
0.7
1.1
1.5
*
21.5
60.0
50.0
8.8
8.3
15.0
29.0
34.0
20.0
37.5
40.0
10.0
18.0
20.1
50.0
6.0
7.5
10.0
13.0
16.2
70.0
50.0
82.1
3.0
3.0
2.3
6.0
4.4
13.9
21.7
87.8
Race or ethnicity of respondent
White non-Hispanic
Nonwhite or Hispanic
4.8
1.7
15.0
9.0
1.0
0.7
50.0
7.6
22.0
8.0
40.0
17.5
35.0
10.0
10.0
8.8
70.0
45.0
5.0
1.5
39.5
7.2
Current work status of head
Working for someone else
Self-employed
Retired
Other not working
3.2
8.0
5.0
1.8
9.0
16.0
25.0
40.0
1.0
2.0
4.0
0.3
26.0
71.9
50.1
*
11.0
35.0
60.0
8.0
20.0
98.0
70.0
40.0
24.6
55.0
55.0
22.0
9.5
17.0
9.0
10.0
55.0
109.0
100.0
39.0
2.5
12.0
10.0
2.0
24.5
61.0
33.4
5.7
Current occupation of head
Managerial or professional
Technical, sales, or services
Other occupation
Retired or other not working
7.0
2.8
2.3
4.5
13.0
7.5
8.0
25.0
1.0
0.9
0.7
3.0
43.5
20.0
*
50.0
22.0
10.0
5.7
56.0
35.0
22.5
12.0
65.0
46.0
19.0
13.5
50.0
13.0
7.5
10.0
9.0
70.0
24.4
25.0
100.0
5.0
2.7
2.0
8.0
68.0
17.6
12.9
29.3
Region
Northeast
Midwest
South
West
5.5
4.0
3.3
3.7
13.0
11.0
17.5
15.0
1.2
1.1
0.8
1.0
85.0
19.0
38.9
16.5
40.0
17.0
17.5
19.0
40.0
32.0
43.0
28.3
39.0
33.0
26.6
26.0
9.5
8.1
10.0
12.0
75.0
97.0
61.9
60.0
5.0
4.0
3.0
5.0
32.1
35.0
22.0
27.7
Urbanicity
Metropolitan statistical area (MSA)
Non-MSA
4.0
2.9
15.0
15.0
1.0
0.6
50.0
40.0
20.0
11.0
35.0
20.0
31.0
19.0
10.0
8.5
70.0
59.7
4.5
3.5
30.6
20.0
Housing status
Owner
Renter or other
5.8
1.2
15.0
10.0
1.2
0.4
50.0
29.6
23.0
6.3
40.0
10.0
40.0
7.0
10.0
7.5
70.0
40.0
6.0
2.0
51.4
3.9
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
Percentiles of net worth
Less than 25
0.7
1.5
0.2
*
1.3
2.0
2.0
1.8
*
1.0
25-49.9
2.2
5.0
0.5
*
3.2
5.0
7.6
5.2
10.1
2.3
50-74.9
5.5
11.5
1.0
*
8.3
15.0
30.0
9.5
22.0
4.5
75-89.9
13.8
20.0
2.0
20.0
25.0
38.0
80.0
10.5
70.0
10.0
90-100
37.0
40.0
2.0
90.2
122.0
149.0
200.0
30.0
200.0
33.0
* Ten or fewer observations.
Note: For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base
their answers on the twelve months preceding the interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
See text for definition of asset categories.
Source: The Federal Reserve Board, 2001 Survey of Consumer Finance (July 19, 2012).
1.3
10.7
54.7
203.7
715.2
5-Feb-14
Family Holdings of Financial Assets: Median Value of Holding for Families Holding Asset,
by Selected Characteristics of Families and Type of Asset, 1998
[Thousands of dollars]
Family characteristic
All families
Transaction Certificates of
accounts
deposit
Savings
bonds
Bonds
Stocks
Pooled
investment
funds
Retirement
accounts
Cash value
life insurance
Other
managed
assets
Other
Any
financial
asset
3.0
15.0
1.0
44.8
17.5
25.0
24.0
7.3
31.5
3.0
22.4
0.7
1.5
2.2
4.3
7.5
18.0
10.0
20.0
14.0
14.5
16.0
20.0
1.3
1.0
0.5
0.7
1.4
1.0
*
*
21.2
18.9
19.0
108.0
15.0
10.0
7.5
15.0
18.0
50.0
20.0
25.0
10.0
18.0
20.0
60.0
6.0
9.0
12.0
21.0
44.0
90.0
4.0
5.0
4.2
7.5
10.0
18.0
16.0
25.6
23.4
30.3
25.0
90.0
0.6
1.3
2.5
5.0
5.7
25.0
1.8
6.6
16.2
36.6
80.9
221.5
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
1.5
2.8
4.4
4.1
5.6
6.0
2.5
8.0
11.5
17.0
20.0
30.0
0.5
0.7
1.0
1.5
2.0
5.0
3.0
55.3
31.7
100.0
52.0
18.8
5.0
12.0
24.0
21.0
50.0
50.0
7.0
14.0
30.0
58.0
60.0
59.0
7.0
20.3
35.0
46.8
38.0
30.0
2.7
8.5
10.0
9.5
8.5
5.0
19.4
25.0
39.3
65.0
41.3
30.0
1.0
2.5
6.0
10.0
6.0
8.2
4.5
22.9
37.3
45.8
45.8
36.6
Family structure
Single with child(ren)
Single, no child, age less than 55
Single, no child, age 55 or more
Couple with child(ren)
Couple, no child
1.0
1.5
3.8
3.5
5.9
8.0
5.5
20.0
10.0
20.0
0.7
0.6
3.3
0.6
1.2
*
15.0
21.5
44.8
55.3
15.0
10.0
28.0
15.0
25.0
17.5
14.0
65.0
16.0
30.0
11.0
12.5
30.0
24.2
36.8
6.0
6.3
5.0
8.8
8.0
12.0
43.0
30.0
27.5
58.0
2.0
1.5
3.6
4.0
5.0
5.6
8.6
27.5
26.7
45.1
Education of head
No high school diploma
High school diploma
Some college
College degree
1.2
2.0
3.0
6.0
20.0
16.0
10.0
14.0
1.1
0.6
0.7
1.0
*
47.5
69.5
45.0
5.6
13.0
12.0
25.0
18.0
22.0
18.0
30.0
12.0
16.8
20.0
35.0
3.5
5.0
6.5
10.0
30.0
15.0
35.0
45.0
1.8
1.3
3.5
5.0
4.9
13.0
20.4
60.8
Race or ethnicity of respondent
White non-Hispanic
Nonwhite or Hispanic
3.7
1.5
16.0
7.0
1.0
0.7
46.0
14.2
20.0
8.8
30.0
10.0
26.0
12.8
8.0
5.0
32.0
23.0
4.5
1.0
30.2
6.5
Current work status of head
Working for someone else
Self-employed
Retired
Other not working
2.7
6.3
5.0
1.0
9.0
22.0
24.0
10.0
0.7
0.9
2.5
0.8
15.0
150.0
50.0
*
10.0
52.0
46.7
17.5
16.0
40.0
55.0
17.5
20.0
50.0
31.0
14.2
7.0
11.5
5.6
7.0
30.0
39.3
32.0
*
1.8
7.0
7.0
0.5
19.0
45.9
32.9
2.5
Current occupation of head
Managerial or professional
Technical, sales, or services
Other occupation
Retired or other not working
5.8
2.1
2.0
3.6
11.5
10.0
8.0
22.0
1.0
0.6
0.6
2.5
24.7
90.0
*
50.0
20.0
8.5
7.9
50.0
30.0
11.0
12.0
55.0
38.8
19.0
14.0
30.0
10.0
8.5
5.6
6.0
33.7
25.0
25.0
32.0
3.0
3.0
1.7
6.0
53.0
14.7
12.0
25.0
Region
Northeast
Midwest
South
West
3.7
3.0
2.8
3.5
11.0
20.0
15.0
12.0
1.0
1.0
0.7
0.5
50.0
25.0
52.1
28.0
20.0
11.0
20.0
15.0
30.0
25.0
23.0
22.0
30.0
20.0
24.0
24.0
8.0
7.0
7.0
8.0
32.0
23.7
34.6
40.7
4.5
1.3
3.0
4.0
28.4
26.6
16.7
20.1
Urbanicity
Metropolitan statistical area (MSA)
Non-MSA
3.3
2.7
13.3
20.0
1.0
0.6
50.0
*
18.0
13.0
25.0
12.0
25.0
19.0
7.5
6.0
32.0
17.8
3.0
1.8
23.3
14.7
Housing status
Owner
Renter or other
4.9
1.1
18.0
10.0
1.0
0.6
41.5
50.0
20.0
8.0
30.0
12.0
30.0
7.8
8.0
5.0
32.0
23.0
5.0
1.0
41.2
3.5
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
Percentiles of net worth
Less than 25
0.6
1.5
0.4
*
0.7
1.5
2.1
1.2
*
0.5
25-49.9
1.7
6.2
0.5
*
3.0
6.0
8.3
5.0
10.0
1.8
50-74.9
4.8
15.0
1.0
10.0
8.0
14.0
28.0
7.0
21.4
6.0
75-89.9
10.5
25.0
2.0
25.0
27.0
35.3
59.8
10.0
23.4
6.8
90-100
23.0
44.0
2.0
100.0
85.0
110.0
125.0
20.0
120.0
20.0
* Ten or fewer observations.
Note: For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base
their answers on the twelve months preceding the interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
See text for definition of asset categories.
Source: The Federal Reserve Board, 1998 Survey of Consumer Finance (July 19, 2012).
1.1
10.4
43.0
145.1
462.5
5-Feb-14
Family Holdings of Financial Assets: Median Value of Holding for Families Holding Asset,
by Selected Characteristics of Families and Type of Asset, 1995
[Thousands of dollars]
Family characteristic
All families
Transaction Certificates of
accounts
deposit
Savings
bonds
Bonds
Stocks
Pooled
investment
funds
Retirement
accounts
Cash value
life insurance
Other
managed
assets
Other
Any
financial
asset
2.1
10.0
1.0
29.3
9.0
20.0
17.0
5.0
30.0
3.0
15.5
0.7
1.3
1.6
2.5
4.3
13.3
6.0
10.0
10.0
10.0
17.0
18.0
0.5
0.8
0.6
0.8
2.0
1.5
*
*
25.0
29.0
15.0
50.0
1.5
6.3
7.0
4.8
8.5
19.5
25.0
7.8
11.0
13.0
23.0
50.0
10.0
9.0
8.3
14.6
26.0
70.0
1.6
3.0
3.5
6.0
9.2
10.0
*
15.0
25.0
26.0
35.0
55.0
2.0
1.8
2.5
3.0
2.4
13.0
1.4
6.0
9.7
21.4
48.3
151.8
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
1.2
2.0
3.0
3.1
3.2
5.0
5.3
5.3
12.0
14.0
20.0
13.0
0.5
1.0
1.0
1.5
1.5
4.8
*
11.0
25.0
10.0
50.0
40.0
3.0
4.5
10.0
19.4
20.0
18.0
5.5
10.0
21.0
56.0
55.0
50.0
6.0
14.6
28.0
32.0
28.6
23.5
3.5
5.3
7.8
5.3
5.0
5.0
4.5
10.8
56.7
50.0
35.0
65.0
1.0
2.0
5.0
10.0
9.0
35.0
5.4
13.6
27.2
32.5
21.1
22.9
Family structure
Single with child(ren)
Single, no child, age less than 55
Single, no child, age 55 or more
Couple with child(ren)
Couple, no child
1.0
1.4
2.3
2.3
3.5
5.0
5.3
16.0
8.0
13.0
0.7
1.0
3.4
0.6
1.2
2.5
45.0
75.0
19.0
29.8
2.4
10.0
20.0
6.0
10.0
16.0
5.5
75.0
15.0
30.0
7.0
10.4
17.0
18.0
24.0
2.9
3.5
3.0
6.5
7.0
40.0
9.0
51.0
20.0
42.0
3.0
2.0
9.0
2.0
6.5
3.5
7.3
15.7
16.9
32.3
Education of head
No high school diploma
High school diploma
Some college
College degree
1.2
1.6
1.9
4.0
10.0
10.0
10.0
12.0
1.0
0.7
0.8
1.2
25.0
20.0
24.0
40.0
4.8
6.5
6.3
11.0
15.5
11.7
16.2
26.0
9.5
15.0
16.0
23.0
3.8
5.0
5.0
7.0
*
26.0
15.0
52.0
3.0
2.0
2.5
5.0
4.0
10.5
13.7
34.0
Race or ethnicity of respondent
White non-Hispanic
Nonwhite or Hispanic
2.5
1.4
10.5
10.0
1.0
0.5
29.3
27.0
9.2
2.4
21.0
6.4
18.2
12.0
5.0
5.3
30.0
6.0
4.0
1.3
18.7
5.6
Current work status of head
Working for someone else
Self-employed
Retired
Other not working
2.0
4.5
3.0
0.6
8.0
16.0
15.6
8.5
0.9
0.9
2.5
0.4
17.8
50.0
39.0
*
5.7
18.0
18.0
7.5
13.0
25.0
50.0
23.0
16.0
25.0
26.0
12.0
5.5
6.0
4.5
3.5
14.5
43.0
50.0
*
2.0
4.0
10.0
5.0
14.6
24.9
19.0
2.5
Current occupation of head
Managerial or professional
Technical, sales, or services
Other occupation
Retired or other not working
4.0
2.0
1.5
2.1
10.5
10.0
7.0
14.0
1.0
0.8
0.6
1.8
41.5
29.0
8.9
39.0
10.0
5.2
4.0
17.0
23.0
14.0
8.7
50.0
27.0
13.8
10.8
22.9
7.5
5.0
5.3
4.3
39.0
10.8
19.7
50.0
4.0
2.0
1.6
7.0
35.0
11.7
9.5
14.5
Region
Northeast
Midwest
South
West
2.8
2.0
1.8
2.5
12.0
10.0
12.0
11.0
1.0
1.0
0.8
1.0
30.0
33.3
28.6
25.0
10.0
8.0
10.0
9.0
25.0
15.0
16.0
28.8
22.0
16.0
16.0
16.0
5.3
4.5
5.0
6.0
54.0
30.0
25.0
30.0
3.0
4.0
2.2
4.0
22.5
16.4
11.5
14.4
Urbanicity
Metropolitan statistical area (MSA)
Non-MSA
2.3
1.5
10.5
10.0
1.0
1.0
28.6
90.0
9.3
6.5
21.0
10.3
17.0
15.0
5.3
4.3
38.0
10.8
3.1
2.0
16.5
9.0
Housing status
Owner
Renter or other
3.0
1.2
11.0
8.0
1.0
1.0
39.0
7.0
10.0
3.7
22.0
10.0
20.3
7.1
6.0
3.5
35.0
14.0
5.0
1.6
24.3
4.5
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
Percentiles of net worth
Less than 25
0.6
1.3
0.2
*
0.6
2.0
1.2
1.2
*
0.8
25-49.9
1.4
5.0
0.6
*
1.8
3.5
7.2
3.4
8.5
1.5
50-74.9
2.5
10.0
1.0
10.0
4.8
10.0
16.3
5.0
10.3
4.8
75-89.9
6.6
15.0
1.5
20.0
10.0
21.0
35.0
7.0
25.0
10.0
90-100
19.5
35.0
2.8
70.0
50.0
81.0
100.0
17.0
118.0
30.0
* Ten or fewer observations.
Note: For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base
their answers on the twelve months preceding the interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
See text for definition of asset categories.
Source: The Federal Reserve Board, 1995 Survey of Consumer Finance (July 19, 2012).
1.0
8.1
25.0
83.6
323.7
5-Feb-14
Family Holdings of Financial Assets: Median Value of Holding for Families Holding Asset,
by Selected Characteristics of Families and Type of Asset, 1992
[Thousands of dollars]
Family characteristic
All families
Transaction Certificates of
accounts
deposit
Savings
bonds
Bonds
Stocks
Pooled
investment
funds
Retirement
accounts
Cash value
life insurance
Other
managed
assets
Other
Any
financial
asset
2.3
11.0
0.6
30.0
8.0
16.0
14.0
3.1
20.0
2.5
11.6
0.5
1.1
2.0
2.8
4.8
15.5
6.5
15.0
18.0
6.5
10.0
15.0
0.3
0.3
0.5
0.6
0.9
1.0
*
13.0
20.0
40.0
15.0
81.0
5.2
4.0
4.8
5.0
5.3
25.0
17.0
5.0
15.0
12.5
22.0
27.0
7.6
4.8
6.5
12.0
21.5
48.0
1.0
1.9
2.3
3.5
5.0
10.0
*
20.0
10.0
20.0
18.0
50.0
1.2
2.0
2.5
2.0
3.0
20.0
1.2
3.9
7.8
17.4
39.0
129.0
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
1.3
2.0
3.0
3.0
3.8
4.0
4.5
5.0
8.0
15.0
20.0
23.5
0.4
0.6
0.8
1.0
0.8
1.1
10.0
20.0
40.0
50.0
32.0
35.0
2.0
4.0
10.4
13.0
15.0
25.0
2.5
17.5
15.0
25.0
28.0
21.0
4.5
9.1
28.0
30.0
20.0
28.0
1.9
3.5
4.5
6.7
2.3
1.9
20.0
8.0
20.0
40.0
32.0
20.0
1.0
3.0
5.0
5.0
7.0
5.0
3.8
10.0
19.8
28.6
25.5
21.1
Family structure
Single with child(ren)
Single, no child, age less than 55
Single, no child, age 55 or more
Couple with child(ren)
Couple, no child
0.6
1.4
2.7
2.4
4.2
10.0
6.5
15.0
5.5
22.0
0.5
0.7
1.0
0.5
0.8
5.0
24.6
30.0
29.5
32.0
3.1
4.0
12.0
7.0
12.5
18.0
10.0
25.0
10.0
20.0
4.6
7.0
13.0
15.0
23.0
2.0
3.0
1.3
4.5
4.0
60.0
30.0
40.0
9.0
25.0
1.6
1.7
4.0
3.0
5.0
2.8
5.0
11.2
14.2
26.9
Education of head
No high school diploma
High school diploma
Some college
College degree
1.0
1.8
2.3
4.3
20.0
12.0
7.5
10.0
0.3
0.5
0.8
0.9
30.0
13.0
40.0
35.0
4.8
4.8
6.3
12.0
13.0
12.5
15.0
20.0
7.0
10.0
12.0
21.0
1.7
2.5
3.0
5.0
18.0
17.0
22.2
24.0
1.2
2.0
2.0
6.0
2.5
7.9
11.1
28.0
Race or ethnicity of respondent
White non-Hispanic
Nonwhite or Hispanic
2.9
1.0
11.0
8.0
0.6
0.5
30.0
29.5
8.0
5.0
16.0
16.0
15.0
8.0
3.1
3.1
22.2
9.0
3.0
1.2
15.7
3.0
Current work status of head
Working for someone else
Self-employed
Retired
Other not working
2.0
5.0
3.0
1.0
7.0
10.0
20.0
6.5
0.6
0.5
1.0
0.5
25.0
50.0
32.0
*
5.0
10.4
16.5
8.0
12.0
25.0
25.0
*
11.3
25.0
18.0
10.0
3.2
6.4
2.3
4.8
20.0
95.0
20.0
*
2.0
7.0
6.0
1.8
10.4
20.0
16.7
3.0
Current occupation of head
Managerial or professional
Technical, sales, or services
Other occupation
Retired or other not working
4.1
1.8
1.6
2.6
8.0
9.0
6.0
20.0
1.0
0.5
0.4
0.9
33.0
25.0
20.0
32.0
9.0
6.0
3.8
15.8
16.0
14.0
8.8
25.0
25.0
8.8
6.0
16.7
4.5
3.0
3.2
2.4
25.0
25.0
10.5
18.0
5.0
2.0
2.0
3.0
28.1
8.1
6.3
11.3
Region
Northeast
Midwest
South
West
2.6
2.3
2.0
3.0
10.0
10.0
10.0
24.0
0.6
0.5
0.6
0.9
32.0
23.0
25.0
40.0
8.0
7.0
6.3
12.0
14.3
16.0
18.0
16.0
14.6
16.5
11.0
17.0
4.0
3.5
2.4
3.0
18.0
30.0
23.0
20.0
5.0
2.5
2.5
2.0
15.7
14.0
7.7
12.9
Urbanicity
Metropolitan statistical area (MSA)
Non-MSA
2.4
1.7
10.0
16.0
0.7
0.3
32.0
13.0
9.9
4.0
17.0
12.0
15.0
10.0
3.5
2.5
20.0
25.0
2.5
3.5
13.3
6.9
Housing status
Owner
Renter or other
3.4
1.0
11.5
7.5
0.7
0.5
30.0
25.0
10.0
3.2
18.0
10.0
17.5
4.6
3.5
2.0
20.0
20.0
5.0
1.5
21.7
2.9
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
Percentiles of net worth
Less than 25
0.4
1.6
0.2
*
0.5
*
1.0
0.8
*
0.7
25-49.9
1.4
5.0
0.4
*
2.0
4.1
4.3
1.7
*
2.0
50-74.9
3.0
10.0
0.5
11.0
3.8
9.0
13.3
3.0
10.5
2.9
75-89.9
6.3
18.0
1.0
20.0
10.0
16.0
29.8
5.3
16.0
5.5
90-100
23.3
30.0
2.0
87.5
45.0
50.0
75.0
10.0
65.6
30.0
* Ten or fewer observations.
Note: For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base
their answers on the twelve months preceding the interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
See text for definition of asset categories.
Source: The Federal Reserve Board, 1992 Survey of Consumer Finance (July 19, 2012).
0.8
6.0
22.2
73.8
252.5
Family Holdings of Financial Assets: Median Value of Holding for Families Holding Asset,
by Selected Characteristics of Families and Type of Asset, 1989
[Thousands of dollars]
Family characteristic
All families
Transaction Certificates of
accounts
deposit
Savings
bonds
Bonds
Stocks
Pooled
investment
funds
Retirement
accounts
Cash value
life insurance
Other
managed
assets
Other
Any
financial
asset
2.1
12.0
0.6
28.0
7.5
13.0
11.0
3.0
25.0
2.0
11.3
0.5
1.0
1.8
2.5
4.5
14.6
13.0
10.0
11.0
10.0
9.0
21.2
0.2
0.5
0.6
0.5
0.5
1.0
*
*
16.0
19.5
27.0
35.0
*
5.0
4.0
5.0
5.0
15.0
*
10.0
6.0
10.0
8.0
23.0
4.0
3.1
7.5
8.5
15.0
45.0
0.9
2.0
2.0
3.3
4.5
10.0
*
20.0
6.0
30.0
32.0
40.0
0.8
1.1
2.0
2.5
2.5
15.0
1.1
4.4
8.3
14.9
28.8
144.0
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
1.1
2.2
2.7
3.3
3.5
5.0
4.0
7.0
9.0
15.0
20.0
29.0
0.5
0.5
0.5
1.8
1.5
3.0
7.0
10.0
10.0
35.0
35.0
30.0
3.0
3.6
5.0
20.0
25.0
25.0
1.2
4.0
12.0
25.0
16.5
30.0
4.0
9.6
16.5
23.6
15.5
16.0
1.8
3.3
4.5
5.0
2.0
2.0
9.0
18.0
10.0
70.0
48.0
32.0
0.7
2.1
3.0
5.0
8.0
10.0
2.7
14.1
18.4
25.8
19.0
29.5
Family structure
Single with child(ren)
Single, no child, age less than 55
Single, no child, age 55 or more
Couple with child(ren)
Couple, no child
1.0
1.3
2.8
2.0
4.7
10.0
5.0
22.0
10.0
16.0
0.8
0.6
2.7
0.5
1.3
*
30.0
30.0
18.0
35.0
2.3
5.0
21.0
5.0
15.0
10.0
3.0
17.0
9.0
18.1
5.4
5.0
13.0
10.3
19.0
1.3
2.1
1.0
3.6
5.0
*
40.0
45.0
14.0
40.0
2.0
1.0
6.0
2.5
4.5
2.9
4.1
12.3
12.6
25.0
Education of head
No high school diploma
High school diploma
Some college
College degree
1.2
1.8
1.9
4.4
20.0
15.0
6.3
10.0
0.7
0.6
0.6
0.5
28.0
25.0
34.0
25.0
7.0
5.5
5.0
10.0
12.0
10.0
6.0
16.0
10.0
7.5
9.0
15.5
1.3
2.0
3.5
4.7
25.0
10.0
15.0
40.0
2.0
1.5
2.0
3.7
4.0
7.8
12.1
24.1
Race or ethnicity of respondent
White non-Hispanic
Nonwhite or Hispanic
2.7
1.1
12.0
11.0
0.6
0.5
28.0
25.0
8.5
2.3
12.0
20.0
12.0
6.0
3.3
1.8
31.0
8.0
3.0
0.8
15.8
2.0
Current work status of head
Working for someone else
Self-employed
Retired
Other not working
1.9
4.4
3.3
0.8
7.0
15.0
22.0
2.0
0.5
0.5
2.0
*
10.0
35.0
30.0
*
4.0
10.0
21.0
30.0
5.0
21.0
23.0
*
9.2
22.0
15.0
2.0
3.0
6.0
2.0
1.0
18.0
60.0
45.0
*
1.5
5.0
8.0
0.6
9.3
18.5
20.4
1.2
Current occupation of head
Managerial or professional
Technical, sales, or services
Other occupation
Retired or other not working
4.5
1.6
1.3
2.4
10.0
6.0
10.0
20.0
0.5
0.5
0.5
1.5
20.0
7.0
10.0
30.0
8.9
3.5
4.0
21.0
12.0
3.0
7.0
20.0
18.0
6.5
8.0
15.0
4.8
2.1
3.0
2.0
56.0
15.0
4.5
35.0
2.5
1.0
2.0
5.9
24.9
5.6
6.8
14.5
Region
Northeast
Midwest
South
West
3.0
2.1
1.8
2.2
10.0
15.0
10.0
12.0
0.7
0.5
0.6
0.5
30.0
30.0
20.0
20.0
8.9
8.0
7.0
5.0
12.8
10.0
24.0
14.0
14.0
12.0
9.5
9.5
3.6
3.5
2.5
2.5
18.0
20.0
40.0
60.0
5.0
3.0
1.5
2.0
16.9
15.0
7.5
8.8
Urbanicity
Metropolitan statistical area (MSA)
Non-MSA
2.3
1.5
11.3
15.0
0.6
0.8
28.6
10.0
7.0
8.0
13.3
10.0
11.3
9.6
3.0
3.0
31.0
20.0
2.1
2.0
11.5
10.0
Housing status
Owner
Renter or other
3.1
1.0
15.0
6.3
0.7
0.5
28.0
19.9
8.0
5.0
14.1
2.0
14.0
4.0
3.3
1.8
25.0
22.0
4.0
1.0
19.8
2.2
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
Percentiles of net worth
Less than 25
0.5
*
0.3
*
0.2
*
1.2
0.8
*
0.6
25-49.9
1.5
5.0
0.5
*
1.7
1.6
3.7
1.9
*
1.5
50-74.9
2.7
10.0
0.5
7.0
3.0
6.0
10.0
3.0
8.0
3.0
75-89.9
6.1
20.0
1.0
20.0
12.0
13.1
24.0
4.8
32.0
5.0
90-100
22.5
40.0
1.7
70.0
30.0
30.0
48.0
9.0
90.0
15.0
* Ten or fewer observations.
Note: For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base
their answers on the twelve months preceding the interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
See text for definition of asset categories.
Source: The Federal Reserve Board, 1989 Survey of Consumer Finance (July 19, 2012).
0.8
5.5
17.9
68.9
238.5