Individual Accounts/IRAs

Research is presented on participation in individual account retirement plans, such as 401(k) plans and IRAs. Contributions, assets and asset allocations, account balances, and earnings within these types of plans are also investigated. Data is presented by various demographic and work force characteristics.

"Individual Account Retirement Plans: An Analysis of the 2013 Survey of Consumer Finances" [November 2014, EBRI Issue Brief #406]

"IRA Asset Allocation, 2012, and Longitudinal Results, 2010-2012" [October 2014, EBRI Notes, Vol. 35, No. 10]

"IRA Withdrawals in 2012 and Longitudinal Results, 2010-2012" [July 2014, EBRI Notes, Vol. 35, No. 7]

"Individual Retirement Account Balances, Contributions, and Rollovers, 2012; With Longitudinal Results 2010-2012: The EBRI IRA Database" [May 2014, EBRI Issue Brief #399]

"IRA Withdrawals, 2011" [February 2014, EBRI Notes, Vol. 35, No. 2]

"IRA Asset Allocation, 2011" [October 2013, EBRI Notes, Vol. 34, No. 10]

"Individual Retirement Account Balances, Contributions, and Rollovers, 2011: The EBRI IRA Database" [May 2013, EBRI Issue Brief #386]

"IRA Asset Allocation, 2010" [October 2012, EBRI Notes, Vol. 33, No. 10]

"Individual Account Retirement Plans: An Analysis of the 2010 Survey of Consumer Finances" [September 2012, EBRI Issue Brief #375]

"Individual Retirement Account Balances, Contributions, and Rollovers, 2010: The EBRI IRA Database" [May 2012, EBRI Issue Brief #371]

"Ownership of Individual Retirement Accounts (IRAs) and 401(k)-Type Plans, 1996-2009" [October 2011, EBRI Notes, Vol. 32, No. 10]

"IRA Asset Allocation" [May 2011, EBRI Notes, Vol. 32, No. 5]

"IRA Balances and Contributions: An Overview of the EBRI IRA Database™" [September 2010, EBRI Issue Brief #346]

"Total Individual Account Retirement Plan Assets, by Demographics, 2007, With Market Adjustments to March 2010" [May 2010, EBRI Notes, Vol. 31, No. 5]

"Individual Account Retirement Plans: An Analysis of the 2007 Survey of Consumer Finances, With Market Adjustments to June 2009" [August 2009, EBRI Issue Brief #333]

"IRA Assets and Contributions, 2007" [September 2008, EBRI Notes, Vol. 29, No. 9]

"The Number of Individual Account Retirement Plans Owned by American Families" [June 2008, EBRI Notes, Vol. 29, No. 6]

"Ownership of Individual Retirement Accounts (IRAs) and 401(k)-Type Plans" [May 2008, EBRI Notes, Vol. 29, No. 5]

"Total Individual Account Retirement Plan Assets, by Demographics, 2004" [March 2008, EBRI Notes, Vol. 29, No. 3]

"IRA Assets and Contributions, 2006" [December 2007, EBRI Notes, Vol. 28, No. 12]

"Individual Account Retirement Plans: An Analysis of the 2004 Survey of Consumer Finances" [May 2006, EBRI Issue Brief #293]

"IRA and Keogh Assets and Contributions" [January 2006, EBRI Notes, Vol. 27, No. 1]

"401(k)-Type Plan and IRA Ownership" [January 2005, EBRI Notes, Vol. 26, No. 1]

"IRA and Keogh Assets and Contributions" [August 2004, EBRI Notes, Vol. 25, No. 8]

"Retirement Accounts and Wealth, 2001" [May 2004, EBRI Notes, Vol. 25, No. 5]

"IRA and Keogh Assets" [February 2004, EBRI Notes, Vol. 25, No. 2]

"Individual Account Retirement Plans: An Analysis of the 2001 Survey of Consumer Finances" [July 2003, EBRI Issue Brief #259]

"IRA Assets and Characteristics of IRA Owners" [December 2002, EBRI Notes, Vol. 23, No. 12]

"IRA and 401(k)-Type Plan Ownership" [June 2002, EBRI Notes, Vol. 23, No. 6]

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