401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2000

28 Pages Posted: 20 Dec 2001

See all articles by Sarah Holden

Sarah Holden

Investment Company Institute

Jack VanDerhei

Morningstar Center for Retirement and Policy Studies

Abstract

This Issue Brief examines asset allocation, account balance, and loan activity of a large and representative group of 401(k) plan participants as of year-end 2000, using data gathered by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) in their collaborative effort known as the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project. The EBRI/ICI data collection project is the most comprehensive source of 401(k) plan participant-level data available to date, and contains 11.8 million active 401(k) plan participants in 35,367 plans with $579.8 billion in assets. The 2000 database accounts for 11 percent of all 401(k) plans, 28 percent of all 401(k) participants, and about 33 percent of the assets held in 401(k) plans.

JEL Classification: D31, J26, J32

Suggested Citation

Holden, Sarah and VanDerhei, Jack, 401(K) Plan Asset Allocation, Account Balances, and Loan Activity in 2000. Available at SSRN: https://ssrn.com/abstract=294532

Sarah Holden

Investment Company Institute ( email )

1401 H Street, NW
Research Department
Washington, DC 20005
United States
(202) 326-5915 (Phone)

Jack VanDerhei (Contact Author)

Morningstar Center for Retirement and Policy Studies ( email )

22 W Washington Street
Chicago, IL 60602
United States

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