Individual Accounts/IRAs

Research on this topic estimates the level of participation in, contributions to, asset allocation in, account balances of, and earnings within IRAs. The results are broken down by various demographic and work force characteristics.

"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]

"401(k)-Type Plans and Individual Retirement Accounts (IRAs)" [October 2007, EBRI Notes, Vol. 28, No. 10]

"IRA Assets, Contributions, and Market Share" [January 2007, EBRI Notes, Vol. 28, No. 1]

"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]

"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]

Note: Please use the "Search" function to locate earlier publications on this topic.