Fact Book Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf) June 8, 2026
Fact Book Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf) June 8, 2026
Fact Book Japanese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf) June 8, 2026
Image ICI Viewpoints What’s Next for ETFs: Innovation, Distribution, and the Investor Experience June 5, 2026
Jun 25 ICI Webinar Subscription Data Framework for Retail Alternative Investments Virtual● 1:00pm - 1:45pm (EDT)
Fact Book Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf) June 8, 2026
Fact Book Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf) June 8, 2026
Fact Book Japanese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf) June 8, 2026
Image ICI Viewpoints What’s Next for ETFs: Innovation, Distribution, and the Investor Experience June 5, 2026
Jun 25 ICI Webinar Subscription Data Framework for Retail Alternative Investments Virtual● 1:00pm - 1:45pm (EDT)
Breadcrumb HOME RESEARCH DEFINED CONTRIBUTION PLANS 401KS EBRI/ICI 401(K) INVESTOR DATABASE EBRI/ICI 401(k) Investor Database 401(k) Plan Asset Allocation, Account Balances, and Loan Activity Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026 Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (pdf) April 9, 2026 Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (pdf) April 30, 2024 Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (xlsx) April 30, 2024 Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020 (pdf) November 29, 2022 Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020 (xlsx) November 29, 2022 Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf) May 3, 2022 Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (xls) May 3, 2022 View More 401(K) Plan Asset Allocation What Does Consistent Participation in 401(k) Plans Generate? Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2019–2023 August 28, 2025 Perspective Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2019–2023 (xlsx) August 28, 2025 Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2016–2022 (pdf) August 27, 2024 Perspective Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2022 (xlsx) August 27, 2024 Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020 (pdf) March 23, 2023 Perspective Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020 (xlsx) March 23, 2023 Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2019 (pdf) June 30, 2022 Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf) October 1, 2020 View More Consistent Participation Special Studies Tags EBRI/ICI 401(k) Investor Database
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026
Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (pdf) April 9, 2026
Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (pdf) April 30, 2024
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (xlsx) April 30, 2024
Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020 (pdf) November 29, 2022
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020 (xlsx) November 29, 2022
Perspective 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf) May 3, 2022
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (xls) May 3, 2022
Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2019–2023 August 28, 2025
Perspective Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2019–2023 (xlsx) August 28, 2025
Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2016–2022 (pdf) August 27, 2024
Perspective Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2022 (xlsx) August 27, 2024
Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020 (pdf) March 23, 2023
Perspective Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020 (xlsx) March 23, 2023
Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2019 (pdf) June 30, 2022
Perspective What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf) October 1, 2020
