Fourth Quarter 2018 Retirement Asset Totals

On March 20, 2019, the Investment Company (ICI) released the 2018 fourth quarter report that details retirement asset totals reached $27.1 trillion.

Here are more details from the 4th quarter report:

  • The 4th quarter numbers were lower by 7.4 percent vs the prior September ending quarter, and down 4.7 percent for the year.
  • Retirement assets accounted for 32 percent of all household financial assets in the United States at the end of December 2018.


  • Assets in individual retirement accounts (IRAs) totaled $8.8 trillion at the end of the fourth quarter of 2018, a decrease of 8.1 percent from the end of the third quarter of 2018.


  • Defined contribution (DC) plan assets (note the solo 401k plans fall under this category) were $7.5 trillion at the end of the fourth quarter, down 8.0 percent from September 30, 2018.


  • Government defined benefit (DB) plans—including federal, state, and local government plans—held $5.7 trillion in assets as of the end of December 2018, a 5.7 percent decrease from the end of September 2018.


  • Americans held $7.5 trillion in all employer-sponsored DC retirement plans on December 31, 2018, of which $5.2 trillion was held in 401(k) plans. In addition to 401(k) plans, at the end of the fourth quarter, $500 billion was held in other private-sector DC plans, $930 billion in 403(b) plans, $309 billion in 457 plans, and $570 billion in the Federal Employees Retirement System’s Thrift Savings Plan (TSP).

To see the third quarter of 2018 figures, VISIT HERE.

About Mark Nolan

Each day I speak with energetic entrepreneurs looking to take the plunge into a new venture and small business owners eager to take control of their retirement savings. I am passionate about helping others find their financial independence. Having worked for over 20 years with some of the top retirement account custodian and insurance companies I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations. Learn more about Mark Nolan and My Solo 401k Financial >>


  • Popular Video

  • ROBS 401k Funding Process

  • Solo 401k Contributions Including Mega

  • Checkbook IRA LLC

  • About MySolo401k

    We help our clients take control of their retirement money. Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
    Learn more

    Connect with us

  • We’re here to help.

    Call: 800-489-7571


    8:00 am - 4:00 pm PT

    Why us?