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SOI Here's what you can find under Personal Wealth Statistics. Use the links below to skip to information on this page.
For information about selected terms and concepts used in SOI's Personal Wealth Study, please visit Personal Wealth Study Metadata.
Personal wealth data for the living population are derived from estate tax data. The estimates are limited to that segment of the population for whom personal wealth is at least equal to the estate tax filing threshold in effect for the estimation period.
| All Top Wealthholders by Size of Net Worth |
| Included Items: |
Total and selected assets, debts and mortgages, and net worth |
| Data years: |
2004 2001 1998 1995 1992 1989 |
| Female Top Wealthholders by Size of Net Worth |
| Included Items: |
Total and selected assets, debts and mortgages, and net worth |
| Data years: |
2004 2001 |
| Male Top Wealthholders by Size of Net Worth |
| Included Items: |
Total and selected assets, debts and mortgages, and net worth |
| Data years: |
2004 2001 |
| Female Top Wealthholders by Age |
| Included Items: |
Total and selected assets, debts and mortgages, and net worth |
| Data years: |
2004 2001 1998 1995 1992 1989 |
| Male Top Wealthholders by Age |
| Included Items: |
Total and selected assets, debts and mortgages, and net worth |
| Data years: |
2004 2001 1998 1995 1992 1989 |
| Top Wealthholders by State of Residence |
| Included Items: |
Total and selected assets, debts and mortgages, and net worth |
| Data years: |
2004 2001 1998 |
The articles below contain detailed analysis, including some year-to-year comparisons, as well as an explanation of estimation methodology and data tables. All of the articles are in .pdf format. These articles were also published in the quarterly SOI Bulletin.
The following are research papers written by SOI analysts. The papers below are in .pdf format.
| Consider the Source: Differences in Estimates of Income and Wealth From Survey and Tax Data |
| Author: |
Barry W. Johnson Kevin Moore
Statistics of Income, IRS Federal Reserve Board of Governors
|
| This paper examines the comparability of administrative and survey data, focusing specifically on data from Federal income and estate tax returns collected by the Statistics of Income (SOI) Division of the U.S. Internal Revenue Service (IRS), and the Survey of Consumer Finances (SCF) sponsored by the Board of Governors of the Federal Reserve System. |
| Updating Techniques for Estimating Wealth from Federal Estate Tax Returns |
| Author: |
Barry W. Johnson
Statistics of Income, IRS
|
| This paper documents the history and development of the estate multiplier technique, a statistical methodology for estimating the wealth of a living population using data reported on returns filed for wealthy decedents, with an emphasis on recent methodological improvements. |
The Federal Reserve Board of Governor's triennial Survey of Consumer Finances, which is supported by the Statistics of Income Division, provides estimates of household finances, including wealth, income, and debts. Analyses of survey results, as well as public-use data sets, can be accessed online at through the Federal Reserve.
File readers
Bulletin articles and research papers are available in Adobe PDF format, which requires the free Adobe Acrobat reader to view and print these files. Data tables are available in Excel version 4.0. A free Excel viewer is available for download, if needed.
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