Mutual Fund Retirement Assets: 1990 to 2005

Added By Infochimps

The Statistical Abstract files are distributed by the US Census Department as Microsoft Excel files. These files have data mixed with notes and references, multiple tables per sheet, and, worst of all, the table headers are not easily matched to their rows and columns.

A few files had extraneous characters in the title. These were corrected to be consistent. A few files have a sheet of crufty gibberish in the first slot. The sheet order was shuffled but no data were changed.

The tables that were changed (this is table 1188):

0166 0257 0362 0429 0445 0446 0459 0461 0462 0464 0465 0466 0467
0469 0479 0480 0481 0482 0483 0484 0485 0486 0487 0559 0628 0629
1144 1227 1231

This dataset consists of a table of 25 rows and 18 columns.

In billions of dollars, except percent (205 represents $205,000,000,000). Based on data from the Institute’s Annual Questionnaire for Retirement Statistics. The 2005 survey gathered data from 16,089 mutual fund share classes representing approximately 84 percent of mutual fund industry assets. Assets were estimated for all nonreporting funds. Estimates of retirement assets in street name and omnibus accounts were derived from data reported on the Annual Questionnaire for Retirement Statistics and the Annual Institutional Survey. A mutual fund is an open-end investment company that continuously issues and redeems shares that represent an interest in a pool of financial assets


  1. A 401(k) plan is a qualified retirement plan that allows participants
    to have a portion of their compensation (otherwise payable in cash)
    contributed pretax to a retirement account on their behalf.
    Predominantly 401(k) assets, but 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 Keoghs and defined contribution plans (profit-sharing, thrift-savings,
    stock bonus, and money purchase) without 401(k) features.
    e Estimated


Public Domain (Government Work)

This dataset was prepared by the government and is therefore in the public domain. There are no restrictions upon its use.