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844. Mutual Fund Retirement Assets

[In billions of dollars, except percent (208 represents $208,000,000,000). Based on data from the Institute's Annual Questionnaire for Retirement Statistics. The 1999 survey gathered data from over 8,000 mutual fund share classes representing 83 percent of equity funds, 74 percent of bond and hybrid funds, and 69 percent of money market funds. Assets were estimated for all non-reporting funds. Reporting funds were grouped by investment objective and a percentage increase (from previous data) by investment objective was determined. These ratios were used to estimate data for non-reporting funds. Estimates of retirement assets in street name and omnibus accounts were derived from data reported on the Annual Survey of Retirement Statistics and the Annual Institutional Shareholder survey]

 
Type of 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999
account
 
      Mutual fund retirement assets 208 324 423 587 666 918 1,172 1,509 1,881 2,426
        Percent of total retirement assets 5 7 8 10 11 13 15 16 17 19
Individual retirement accounts (IRA's) 141 189 239 324 352 479 602 764 944 1,222
Employer-sponsored defined
contribution retirement plans 67 135 184 263 314 439 570 745 937 1,204
  401(k) plans 1 35 46 82 140 184 266 349 471 598 777
    Percent of total 401(k) assets 9 10 15 23 27 31 33 37 41 45
  403(b) plans 2 15 68 74 86 90 119 146 183 227 281
  457 plans 3 2 2 3 4 6 8 11 16 22 30
  Other defined contribution plans 4 15 20 25 33 35 46 64 75 90 116
 
Percent of all mutual funds:
  Mutual fund retirement assets 20 23 26 28 31 33 33 34 34 35
Individual retirement accounts (IRA's) 13 14 15 16 16 17 17 17 17 18
Employer-sponsored retirement plans 6 10 11 13 15 16 16 17 17 18



1 See headnote, Table 616. May also include some profit-sharing plan assets that do not have a 401(k) feature.
2 Section 403(b) of the Internal Revenue Code permits employees of certain charitable organizations, nonprofit hospitals, universities, and public schools to establish tax-sheltered retirement programs. These plans may invest in either annuity contracts or mutual fund shares.
3 These plans are deferred compensation arrangements for government employees and employees of certain tax-exempt organizations.
4 Includes thrift savings, stock bonus, target benefit, money purchase, and all other defined contribution plans.

Source: Investment Company Institute, Washington, DC, Fundamentals, Investment Company Institute Research in Brief, "Mutual Funds and the Retirement Market"; Vol. 9, No. 2, May 2000 (http://www.ici.org) (copyright).

http://www.ici.org/



https://allcountries.org/uscensus/844_mutual_fund_retirement_assets.html

These tables are based on figures supplied by the United States Census Bureau, U.S. Department of Commerce and are subject to revision by the Census Bureau.

Copyright © 2006 Photius Coutsoukis and Information Technology Associates, all rights reserved.