6-Feb-14
Personal Wealth 2007: Top Wealth Holders with Gross Assets of $2.0 Million or More,
Type of Property by Size of Net Worth
[All figures are estimates based on samples--numbers are in thousands, money amounts are in millions of dollars]
Brief definitions are included in each column header in the Excel file.
Size of Net Worth
Total assets [2]
Number
Total
Under $2.0 million [1]
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
Size of Net Worth
Amount
2,290
449
1,008
364
286
116
66
13,221,799
860,731
2,810,250
1,607,665
2,091,670
1,687,934
4,163,549
Other real estate
Number
Total
Under $2.0 million [1]
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
Size of Net Worth
1,367
258
567
223
185
82
52
Total
Under $2.0 million [1]
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
Size of Net Worth
Total
Under $2.0 million [1]
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
Size of Net Worth
Amount
1,043,064
58,799
257,348
136,754
173,928
150,898
265,338
Farm assets
Number
Total
Under $2.0 million [1]
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
Amount
251
36
110
48
31
15
11
395,810
32,184
120,849
64,898
60,466
40,439
76,973
Art
Size of Net Worth
Number
Closely held stock
676
1,577,715
126
56,760
225
140,964
116
115,070
110
242,341
57
203,913
42
818,667
Corporate and foreign
bonds
Number
Amount
Cash assets
2,232
426
987
357
282
115
66
1,124,478
390,799
196,440
96,621
141,875
97,133
201,609
1,659,926
208,138
435,218
236,360
310,222
195,331
274,657
199,619
1,461
40,894
22,496
37,824
26,274
70,669
Number
1,792
403
744
275
222
95
54
Amount
Number
Amount
537
50
257
99
80
32
19
Number
Amount
Federal bonds
Number
Debts and mortgages
560
52
265
100
86
36
21
Amount
119,639
3,472
31,168
18,301
25,614
12,984
28,099
Mortgages and notes
Number
Amount
554
308,641
81
12,805
206
56,212
92
36,191
90
57,361
51
55,565
34
90,506
Private equity and hedge
funds
Number
Amount
365
31
131
67
66
38
32
368,721
8,796
45,623
31,914
39,188
50,988
192,212
Net worth
Number
2,290
449
1,008
364
286
116
66
Personal residence
Amount
12,097,321
469,932
2,613,810
1,511,044
1,949,794
1,590,801
3,961,939
Publicly traded stock
Number
1,720
265
764
301
231
99
59
Amount
2,553,437
63,121
467,856
311,686
384,644
361,193
964,936
Bond funds
Number
268
34
127
52
32
15
8
806
189
347
126
89
34
20
Amount
25,575
1,734
8,525
4,309
3,346
2,965
4,696
Amount
122,032
33,771
48,223
17,375
13,463
5,804
3,396
Other limited partnerships
Number
103
8
28
16
18
16
16
Amount
1,745
1,247,026
353
181,133
754
413,215
275
193,726
220
195,830
90
134,600
54
128,522
State and local government
bonds
Number
Amount
857
65
386
163
136
66
40
795,869
8,777
118,128
81,409
119,129
134,899
333,526
Diversified mutual funds
Cash value life insurance
Number
Number
Amount
193,504
1,555
6,071
5,068
7,442
20,856
152,512
Number
Amount
920
138,501
145
8,255
405
38,639
147
19,322
129
25,374
57
18,889
37
28,023
Noncorporate business
assets
Number
Amount
632
110
218
106
104
54
40
903,434
39,852
96,866
64,239
121,835
114,668
465,974
Retirement assets
Number
1,736
351
756
277
218
85
48
Amount
1,197,148
114,505
417,949
213,195
227,687
113,464
110,348
Other assets
Amount
Number
Amount
Total
191
103,943
2,044
268,196
Under $2.0 million [1]
27
1,612
396
24,000
$2.0 million under $3.5 million
49
2,750
888
63,753
$3.5 million under $5.0 million
32
3,081
329
32,272
$5.0 million under $10.0 million
36
4,573
258
41,402
$10.0 million under $20.0 million
23
8,658
110
35,546
$20.0 million or more
24
83,269
64
71,223
Note: These wealth estimates are derived from estate tax returns and may not be representative of the whole population.
Note: Detail may not add to total due to rounding.
[1] Includes individuals with zero net worth.
[2] Total assets is the sum of all assets owned by the individual before subtracting debts, mortgages, and liens owed to others. It differes from gross assets, which
is a Federal estate tax concept of wealth, in that it includes the cash value of life insurance instead of the full face value of life insurance minus indebtedness.
Source: IRS, Statistics of Income Division, January 2012.
28-Jun-11
Personal Wealth 2004: Top Wealth Holders with Gross Assets of $1.5 Million or More,
Type of Property by Size of Net Worth
[All figures are estimates based on samples--numbers are in thousands, money amounts are in millions of dollars]
Brief definitions are included in each column header in the Excel file.
Size of Net Worth
Total assets
Number
Total
Under $1.5 million [1]
$1.5 million under $2.0 million
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
Size of Net Worth
2,728
531
746
846
247
231
79
47
Size of Net Worth
1,531
255
406
475
153
149
58
35
Size of Net Worth
246
39
74
87
23
15
5
2
Size of Net Worth
793
108
216
259
83
80
28
18
Size of Net Worth
Amount
13,244
488
3,334
6,220
1,811
941
316
134
Amount
96,627
4,333
15,223
24,618
12,969
10,358
9,677
19,449
Cash value life insurance
Number
Total
Under $1.5 million [1]
$1.5 million under $2.0 million
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
1,402,029
134,674
206,626
329,893
152,634
230,146
137,770
210,286
Debts and mortgages
Number
998
231
272
302
76
79
25
15
Amount
144,481
38,255
36,671
41,380
10,662
11,243
3,731
2,540
Amount
850,622
231,035
98,187
147,370
58,950
104,811
69,849
140,421
Closely held stock
Number
Amount
682
119
140
187
86
82
35
32
1,127,194
42,431
69,066
141,272
95,958
165,781
136,144
476,542
Other Federal bonds
Number
Amount
489
45
126
181
51
52
20
14
180,708
2,829
20,084
32,518
12,762
24,323
18,589
69,605
Cash
Number
Amount
2,563
574,681
495
35,184
705
92,092
785
128,397
235
66,514
221
70,890
77
48,881
46
132,723
Noncorporate business
assets
Number
Amount
643
115
119
183
68
90
37
29
Retirement assets
Number
Amount
2,099
468
544
614
192
176
64
40
Diversified mutual funds
Number
Total
Under $1.5 million [1]
$1.5 million under $2.0 million
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
Amount
Federal savings bonds
Number
Total
Under $1.5 million [1]
$1.5 million under $2.0 million
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
11,076,759
736,039
1,386,077
2,316,701
1,082,889
1,668,002
1,155,326
2,731,726
Other real estate
Number
Total
Under $1.5 million [1]
$1.5 million under $2.0 million
$2.0 million under $3.5 million
$3.5 million under $5.0 million
$5.0 million under $10.0 million
$10.0 million under $20.0 million
$20.0 million or more
Amount
566,615
30,088
32,822
84,464
48,385
99,091
75,794
195,972
Art
Number
Net worth
Number
2,728
531
746
846
247
231
79
47
Amount
10,201,246
480,113
1,287,890
2,169,331
1,023,939
1,563,191
1,085,477
2,591,305
Publicly traded stock
Number
Amount
2,100
2,247,269
339
63,062
567
219,818
670
415,249
209
209,459
202
373,575
69
246,824
43
719,282
Corporate and foreign
bonds
Number
Amount
630
109,159
52
2,039
174
16,096
222
25,279
76
10,876
66
16,170
26
11,411
14
27,288
Cash management
accounts
Number
Amount
1,880
284
500
610
193
184
67
42
414,165
15,451
41,807
89,745
43,687
70,232
62,226
91,016
Farm assets
Number
277
39
72
95
22
29
11
8
Amount
300,787
23,792
48,882
78,157
29,036
38,332
28,359
54,228
Other assets
Amount
Number
Amount
Total
2,063
1,048,730
177
49,891
2,460
246,286
Under $1.5 million [1]
423
111,516
10
531
481
23,202
$1.5 million under $2.0 million
556
212,106
33
712
669
30,076
$2.0 million under $3.5 million
639
337,328
46
1,602
750
46,804
$3.5 million under $5.0 million
185
115,965
23
1,552
226
20,821
$5.0 million under $10.0 million
170
148,559
29
4,066
212
33,010
$10.0 million under $20.0 million
58
64,313
17
7,052
76
24,643
$20.0 million or more
33
58,942
18
34,375
46
67,730
Note: These wealth estimates are derived from estate tax returns and may not be representative of the whole population.
Note: Detail may not add to total due to rounding.
[1] Includes individuals with zero net worth.
Source: IRS, Statistics of Income Division, August 2008.
Personal residence
Number
Amount
2,062
1,185,941
410
176,105
549
229,369
639
342,206
194
127,444
173
148,543
61
76,472
36
85,802
State and local government
bonds
Number
Amount
994
73
264
336
123
122
47
29
700,114
8,255
61,720
110,990
71,715
121,735
104,650
221,051
Bond funds
Number
222
26
63
81
20
20
8
4
Amount
22,678
885
3,854
6,339
2,289
2,794
4,555
1,961
Mortgages and notes
Number
650
89
151
184
80
81
38
27
Amount
283,451
15,339
35,321
43,906
28,700
47,846
40,314
72,025
Limited partnerships
Number
394
35
79
111
52
57
32
27
Amount
362,713
7,580
10,399
30,335
19,649
50,368
53,605
190,777
1-Aug-07
Personal Wealth 2001: Top Wealth Holders with Gross Assets of $675,000 or More,
Type of Property by Size of Net Worth
[All figures are estimates based on samples--numbers are in thousands, money amounts are in millions of dollars]
Total assets
Number
Amount
Total
Size of net worth:
Negative net worth [1]
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
15,181,904
5,683
1,348,314
7,357
13,833,590
32
1,509
2,307
2,569
574
243
77
46
34,901
980,726
2,080,347
4,127,949
2,106,827
1,771,700
1,128,101
2,951,352
32
1,343
1,657
1,896
451
196
66
42
59,218
299,959
178,962
290,366
145,890
104,753
74,128
195,037
32
1,509
2,307
2,569
574
243
77
46
-24,318
680,767
1,901,385
3,837,583
1,960,937
1,666,947
1,053,973
2,756,315
Total
Size of net worth:
Negative net worth [1]
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
1,483,808
1,179
1,228,657
15
621
970
1,267
339
150
56
34
4,116
140,049
221,197
451,974
259,276
175,206
96,322
135,669
8
182
217
448
166
93
39
27
2,209
29,826
49,671
203,715
165,506
173,792
154,327
449,612
867
Other Federal bonds
Number
Amount
34,918
1,068
237,996
2
1
189
1,425
312
11,985
287
17,810
53
2,566
17
663
5
214
2
254
Diversified mutual
funds [2]
Number
Amount
-65
349
466
109
49
16
14
-2,992
28,393
60,430
28,846
21,077
18,637
77,621
1,616
141,541
3
236
544
586
144
66
23
15
12
7,597
25,201
38,836
22,725
8,833
5,366
32,973
Cash value life insurance
Number
Amount
Total
Size of net worth:
Negative net worth [1]
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Closely held stock
Number
Amount
3,453
Federal savings bonds
Number
Amount
Total
Size of net worth:
Negative net worth [1]
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Net worth
Number
Amount
7,357
Other real estate
Number
Amount
Total
Size of net worth:
Negative net worth [1]
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Debts and mortgages
Number
Amount
Cash
Number
Amount
6,936
Publicly traded stock
Number
Amount
5,475
Personal residence
Number
Amount
5,486
1,790,585
20
6,897
1,182
282,507
1,654
411,849
1,904
585,453
438
211,564
187
143,179
62
74,680
39
74,457
State and local
government bonds
Number
Amount
3,492,512
2,073
877,867
16
8,058
900
68,119
1,700
333,887
2,042
814,725
486
487,587
216
450,143
71
300,377
43
1,029,616
Corporate and
foreign bonds
Number
Amount
1
99
586
925
257
133
46
27
155
4,623
65,654
191,683
133,125
165,256
99,247
218,124
1,155
Bond funds
Number
Amount
123,750
377
28,251
2
515
91
2,944
386
20,311
469
40,260
120
20,599
50
11,775
21
7,609
15
19,737
Cash management
accounts
Number
Amount
-32
138
153
35
12
4
3
-714
6,589
11,924
3,782
2,358
844
2,041
Mortgages and notes
Number
Amount
836,805
4,656
583,257
1,455
379,574
24
1,698
1,426
52,750
2,172
185,816
2,418
278,841
548
108,247
229
67,677
74
46,625
45
95,150
Noncorporate business
assets
Number
Amount
10
684
1,457
1,772
432
194
66
40
844
19,482
87,089
170,679
86,697
79,643
49,364
89,459
4
201
384
558
169
80
35
25
783
18,876
47,220
106,889
52,727
60,807
31,962
60,310
Farm assets
Number
Amount
Limited partnerships
Number
Amount
4,936
257,998
1,052
646,274
726
356,921
747
408,577
30
1,354
1,472
1,547
324
139
42
27
3,086
76,095
53,199
76,310
24,754
14,170
4,925
5,459
6
189
205
368
135
86
34
28
1,837
20,768
33,456
99,258
84,715
84,869
87,094
234,278
4
86
211
304
69
33
10
9
1,964
25,522
65,491
128,713
45,387
34,624
15,628
39,592
1
56
148
300
117
66
32
26
7
2,428
10,696
43,421
38,668
55,530
40,503
217,325
Retirement assets [3]
Number
Amount
Art
Number
Amount
Other assets
Number
Amount
Total
5,541
1,802,138
235
60,915
6,549
409,565
Size of net worth:
Negative net worth [1]
13
931
1
32
26
1,754
$1 under $600,000
1,204
184,939
25
329
1,366
38,743
$600,000 under $1,000,000
1,729
358,632
35
886
2,002
63,127
$1,000,000 under $2,500,000
1,915
697,096
81
3,483
2,288
106,453
$2,500,000 under $5,000,000
414
273,472
39
7,176
524
49,412
$5,000,000 under $10,000,000
178
160,929
24
3,553
225
57,617
$10,000,000 under $20,000,000
55
66,207
15
4,772
74
23,400
$20,000,000 or more
33
59,934
15
40,683
45
69,059
Note: These wealth estimates are derived from estate tax returns and may not be representative of the whole population.
[1] Includes individuals with zero net worth.
[2] Mutual funds with a single investment objective are grouped with similar direct investments in this table.
[3] Includes individual retirement accounts, annuities, and self-employed retirement or Keogh plans.
Source: IRS, Statistics of Income Division, December 2005.
Personal Wealth 1998: Top Wealth Holders with Gross Assets of $625,000 or More,
Type of Property by Size of Net Worth
[All figures are estimates based on samples--numbers are in thousands, money amounts are in millions of dollars]
Total assets
Number
Amount
Total
Size of net worth:
Negative net worth
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Total
Size of net worth:
Negative net worth [1]
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Total
Size of net worth:
Negative net worth
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Personal residence
Number
Amount
11,142,788
5,020
957,211
6,530
10,185,577
4,771
1,080,043
39
1,253
2,494
2,058
440
166
51
29
36,353
671,387
2,110,572
3,289,005
1,569,754
1,196,100
742,956
1,526,661
39
1,105
1,784
1,529
357
138
42
25
90,087
195,383
172,173
222,324
89,762
70,470
39,731
77,280
39
1,253
2,494
2,058
440
166
51
29
-53,734
476,004
1,938,399
3,066,681
1,479,991
1,125,630
703,225
1,449,381
22
964
1,764
1,508
325
126
38
23
4,932
158,492
319,302
351,952
119,490
65,479
31,886
28,510
Closely held stock
Number
Amount
3,843
1,531,767
1,287
1,325,080
24
578
1,396
1,331
325
122
40
25
15,059
116,607
311,718
484,712
231,284
152,351
85,883
134,154
8
200
316
472
167
78
27
20
3,087
31,493
79,012
236,900
182,806
198,902
138,892
453,989
Federal savings bonds
Number
Amount
Total
Size of net worth:
Negative net worth
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Net worth
Number
Amount
6,530
Investment of real estate
Number
Amount
Total
Size of net worth:
Negative net worth
$1 under $600,000
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Debts and mortgages
Number
Amount
849
24,946
2
4
139
832
363
10,093
275
11,103
49
2,186
15
502
4
139
2
86
Unclassifiable
mutual funds
Number
Amount
1,659
Other Federal bonds
Number
Amount
1,338
Other stocks
Number
Amount
4,854
State and local bonds
Number
Amount
2,709,434
2,073
633,108
13
1,120
748
68,421
1,847
419,137
1,650
785,808
377
420,944
147
350,633
44
213,119
27
450,253
Corporate and
foreign bonds
Number
Amount
-102
760
843
225
95
30
18
-3,178
85,986
176,180
110,273
92,840
64,786
99,866
Bond funds
Number
Amount
239,307
1,152
96,055
538
39,532
1
12
75
3,149
544
52,696
523
78,804
126
37,153
47
27,941
15
12,102
8
27,451
Cash and money
market accounts
Number
Amount
2
69
462
461
100
36
13
9
4
1,191
23,382
35,526
12,031
6,636
6,515
10,772
-47
224
208
38
15
3
2
-2,112
11,705
16,218
4,342
3,712
609
835
Mortgages and notes
Number
Amount
Cash value life insurance
Number
Amount
111,718
6,365
1,014,273
1,396
291,600
4,573
221,118
2
26
249
7,707
657
36,754
571
38,373
121
12,101
41
6,122
11
3,251
7
7,384
Noncorporate business
assets
Number
Amount
29
1,200
2,438
2,020
435
164
50
29
1,084
51,733
274,069
347,609
123,887
87,397
42,049
86,446
5
163
464
497
156
70
23
18
1,188
10,571
58,968
88,437
47,906
29,547
19,201
35,783
35
1,187
1,620
1,315
274
97
27
19
3,342
65,416
51,804
63,233
21,965
9,309
3,094
2,954
Limited partnerships
Number
Amount
Retirement assets
Number
Amount
Other assets
Number
Amount
1,148
264,256
805
232,879
3,857
1,017,641
5,782
310,035
11
209
351
386
110
50
18
14
2,699
22,014
43,097
76,596
38,424
31,129
25,786
24,511
1
50
230
331
105
49
23
16
958
2,864
10,726
30,973
29,066
23,932
46,758
87,602
9
836
1,410
1,194
262
96
32
19
1,436
95,343
259,392
381,213
137,971
77,434
33,523
31,329
34
1,119
2,155
1,840
404
152
49
27
1,403
30,267
62,733
85,369
37,926
32,234
15,363
44,738
Note: These wealth estimates are derived from estate tax returns and may not be representative of the whole population.
Source: IRS, Statistics of Income Bulletin, Winter 2002-2003, Publication 1136 (Rev. 4-2003).
All Top Wealth Holders with Gross Assets of $6050,000 or More: Total and Type of Assets,
Debt, and Net Worth, by Size of Net Worth, 1995
[All figures are estimates based on samples--numbers are in thousands, money amounts are in millions of dollars]
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Number of
top wealth
holders
4,400
1,089
1,739
1,201
249
82
27
13
Total
assets
6,713,127
613,288
1,459,430
1,909,089
905,612
594,822
402,337
828,550
Other real estate
Number
Amount
Debts
Number
3,469
986
1,264
913
202
69
24
12
Amount
660,375
219,737
124,596
136,880
61,024
38,042
25,155
54,941
Net worth
Number
Amount
4,400
1,089
1,739
1,201
249
82
27
13
6,052,753
393,551
1,334,834
1,772,209
844,588
556,780
377,182
773,609
Personal residence
Number
Amount
3,151
836
1,189
855
180
62
20
10
653,236
133,224
203,483
190,841
64,775
33,403
14,945
12,565
Closely held stock
Number
Amount
Other stock
Number
Amount
Tax-exempt bonds
Number
Amount
Federal savings bonds
Number
Amount
939
777,413
182
31,675
278
64,700
320
166,140
95
113,323
39
95,948
15
86,756
8
218,870
Other Federal
Government bonds
Number
Amount
3,046
1,172,696
586
37,335
1,234
195,822
916
292,046
206
173,774
69
126,290
23
92,479
12
254,951
Corporate and
foreign bonds
Number
Amount
1,671
498,624
149
7,289
693
77,231
607
146,957
144
86,211
53
62,430
18
40,934
9
77,571
Mixed bond
mutual funds [2]
Number
Amount
615
19,703
127
1,272
291
9,907
160
5,596
27
2,106
7
663
2
130
1
28
Mixed portfolio
mutual funds [2]
Number
Amount
938
150,434
84
3,511
433
38,642
309
46,929
71
20,342
26
14,970
9
9,464
5
16,574
Cash and money
market accounts
Number
Amount
2,718
581
1,052
806
180
64
24
12
1,083,955
128,254
254,353
334,743
150,125
87,344
54,864
74,273
1,150
75,317
204
5,391
486
25,583
350
28,008
73
8,667
23
4,138
9
2,118
5
1,411
Noncorporate
businesses
Number
Amount
943
215
326
283
69
30
12
6
223,543
27,746
42,537
51,934
24,879
21,299
19,963
35,185
4,210
1,035
1,661
1,157
237
80
26
13
383,777
33,514
133,817
130,302
40,386
22,341
10,453
12,964
Limited partnerships
Number
Amount
664
81
222
239
70
32
13
8
119,657
3,739
10,778
21,195
15,368
16,565
11,299
40,713
520
45
221
180
47
17
6
4
37,160
1,247
9,382
8,977
7,442
2,827
2,837
4,449
Mortgages and notes
Number
Amount
1,220
222
440
383
110
41
15
9
194,666
15,056
41,380
55,563
30,363
18,723
11,821
21,761
Retirement assets [3]
Number
Amount
3,044
788
1,169
839
168
55
16
9
Note: These wealth estimates are derived from estate tax returns and may not be representative of the whole population.
Detail may not add to totals because of rounding.
[1] Includes top wealth holders with negative net worth.
[2] Mutual funds with a single investment objective are grouped with similar direct investments in this table.
[3] Includes individual retirement accounts, annuities, and self-employed retirement or Keogh plans.
Source: IRS, Statistics of Income Bulletin, Winter 1999/2000, Publication 1136, Rev. 2/00.
707,070
86,274
205,701
254,409
93,333
42,173
14,548
10,632
404
19,121
54
1,463
180
5,786
133
7,104
24
1,742
9
1,255
3
984
1
786
Equity value,
life insurance
Number
Amount
3,163
1,004
1,142
794
148
50
16
8
145,501
52,209
36,835
37,100
10,441
5,107
2,516
1,293
Other assets
Number
Amount
4,041
1,001
1,582
1,107
233
79
26
13
264,193
33,635
57,737
68,358
34,403
22,285
15,665
32,111
All Top Wealthholders with Total Assets of $600,000 or More, 1992: Total and Type of
Assets, Debts, and Net Worth, by Size of Net Worth
[All figures are estimates based on samples--numbers are in thousands, money amounts are in millions of dollars]
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 under $20,000,000
$20,000,000 or more
Number of
top wealthholders
3,691
971
1,417
988
206
73
25
11
Total
assets
5,568,262
562,911
1,180,685
1,569,233
756,194
528,604
359,622
611,013
Other real estate
Number
Amount
Debts
Number
3,108
901
1,115
816
178
64
23
11
Amount
607,537
233,406
99,346
127,588
59,453
40,296
20,888
26,560
Net worth
Number
Amount
3,691
971
1,417
988
206
73
25
11
4,960,725
329,505
1,081,340
1,441,645
696,741
488,309
338,734
584,453
Personal residences
Number
Amount
2,629
717
988
696
146
55
18
9
563,410
126,209
171,610
160,240
56,996
26,351
12,465
9,540
Closely held stock
Number
Amount
Other stock
Number
Amount
Tax-exempt bonds
Number
Amount
Federal savings bonds
Number
Amount
827
626,319
181
30,807
240
59,693
267
136,765
86
89,577
34
81,700
11
49,445
7
178,331
Other Federal
Government bonds
Number
Amount
2,478
873,399
513
28,526
965
142,983
740
222,176
164
132,147
62
104,123
22
100,719
11
142,725
Corporate and
foreign bonds
Number
Amount
1,379
420,112
129
6,181
548
72,044
511
128,398
121
77,004
45
53,847
16
34,763
8
47,875
Mixed bond
mutual funds [2]
Number
Amount
449
12,405
94
726
210
5,852
119
4,852
18
668
6
240
2
50
1
17
Mixed portfolio
mutual funds [2]
Number
Amount
813
161,799
77
2,270
354
31,146
271
44,122
67
27,075
28
20,299
11
13,371
5
23,515
Cash and money
market accounts
Number
Amount
589
39,119
62
966
249
10,073
196
10,111
50
7,130
20
3,087
7
1,756
4
5,996
Mortgages and
notes receivable
Number
Amount
225
11,238
25
426
102
4,176
74
3,660
15
1,138
6
1,231
1
212
1
396
Equity value
life insurance
Number
Amount
2,365
579
872
672
155
57
20
10
978,535
138,946
218,455
302,982
134,821
88,931
50,249
44,150
780
54,878
151
4,850
314
18,342
238
17,194
51
6,129
16
3,272
6
2,935
4
2,156
Noncorporate
businesses
Number
Amount
949
225
311
284
77
32
13
7
220,750
23,352
30,513
53,774
30,970
22,306
22,559
37,275
3,610
935
1,390
974
203
72
25
11
520,338
42,562
160,765
169,729
60,484
35,161
23,836
27,801
Limited partnerships
Number
Amount
535
83
165
189
56
26
11
6
73,835
3,429
6,816
13,264
10,039
13,945
7,081
19,262
1,148
214
429
348
97
38
14
8
180,562
15,468
38,983
52,381
29,211
17,989
7,912
18,618
Retirement assets
Number
Amount
2,364
656
882
633
128
44
14
6
Note: These wealth estimates are derived from estate tax returns and may not be representative of the whole population.
Detail may not add to totals because of rounding.
[1] Includes top wealthholders with negative net worth.
[2] Mutual funds with single investment objective are grouped with similar direct investments in this table.
Source: SOI Bulletin, Winter 1997/98, Publication 1136 (Rev. 3-98).
444,766
60,452
131,076
155,812
52,076
30,113
10,396
4,841
2,643
892
933
628
124
44
14
7
118,493
47,784
26,156
27,976
8,527
4,551
1,821
1,677
Other assets
Number
Amount
3,420
909
1,288
921
195
71
24
11
268,289
29,957
52,001
65,798
32,187
21,458
20,051
46,837
All Top Wealthholders with Total Assets of $600,000 or More, 1989: Total and Type of
Assets, Debts and Mortgages, and Net Worth, by Size of Net Worth
[All figures are estimates based on samples--numbers are in thousands, money amounts are in millions of dollars]
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 or more
Size of net worth
Total
Under $600,000 [1]
$600,000 under $1,000,000
$1,000,000 under $2,500,000
$2,500,000 under $5,000,000
$5,000,000 under $10,000,000
$10,000,000 or more
Number of
top wealthholders
3,417
812
1,344
945
206
73
36
Total
assets
5,390,431
483,063
1,117,669
1,539,118
770,162
529,737
950,682
Debts
Number
2,969
763
1,113
813
179
67
35
Amount
585,964
184,206
93,956
135,316
73,933
37,497
61,056
Closely held stock
Number
Amount
Other stock
Number
Amount
762
561,372
158
25,708
222
51,148
250
122,687
81
90,946
32
72,977
19
197,905
State and local
Government bonds
Number
Amount
2,399
848,968
448
24,846
958
147,681
733
237,915
164
139,992
65
102,217
32
196,317
Corporate and
foreign bonds
Number
Amount
1,331
370,917
131
7,370
549
65,381
465
111,431
115
61,051
47
50,655
25
75,031
Noncorporate
business assets
Number
Amount
1,404
289
476
444
118
51
27
385,764
28,546
50,630
86,569
65,309
51,214
103,497
736
76
318
248
57
25
13
42,514
1,253
10,631
11,044
4,865
4,995
9,726
Mortgages and notes
Number
Amount
1,072
181
406
335
87
40
23
156,140
11,493
39,667
44,606
21,314
17,113
21,948
Net worth
Number
Amount
3,417
812
1,344
945
206
73
36
4,804,467
298,858
1,023,713
1,403,801
696,230
492,240
889,626
Cash
Number
Amount
3,337
779
1,320
928
202
73
36
513,422
38,963
161,072
161,335
60,923
40,098
51,031
Federal savings bonds
Number
Amount
393
78
176
111
19
7
3
11,139
902
5,465
3,322
983
290
177
Life insurance equity
Number
Amount
2,359
733
832
593
131
47
23
Note: These wealth estimates are derived from estate tax returns and may not be representative of the whole population.
Detail may not add to totals because of rounding.
[1] Includes top wealthholders with negative net worth.
SOURCE: SOI Bulletin, Spring 1993, Publication 1136.
92,718
32,490
21,224
23,390
8,129
5,033
2,452
Real estate
Number
Amount
3,151
759
1,217
880
191
69
35
1,674,667
241,987
401,760
513,803
227,773
124,634
164,710
Total bonds
Number
Amount
1,876
561,452
260
12,472
800
109,943
594
164,293
138
84,379
56
69,692
28
120,673
Other Federal
Government bonds
Number
Amount
733
67
324
248
59
21
13
136,882
2,948
28,466
38,496
17,480
13,752
35,739
Other assets
Number
Amount
3,290
785
1,279
916
201
72
36
595,929
66,560
134,543
184,521
71,397
46,758
92,149