SOI Tax Stats - Accumulation and Distribution of Individual Retirement Arrangements (IRA)

 

Individual Retirement Arrangements OneSheet (PDF) PDF

The Accumulation and Distribution of IRA's bulletin articles and related statistical tables provide detailed information about trends in the accumulation and distributions of IRAs by taxpayers. These annual statistics on types of IRA plans are based on information collected from matched samples of Form 1040, U.S Individual Income Tax Returns; Forms 5498, IRA Contribution Information; and Forms 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing plans, IRAs, Insurance Contract, etc.

Statistical Tables

All tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed.

IRA Plans

Classified by:  Type of Plan
Tax Years:

2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS

Taxpayers with IRA Plans

Classified by:  Size of Adjusted Gross Income
Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS

Taxpayers with IRA Plans

Classified by:  Type of Plan and Size of Adjusted Gross Income
Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS

Taxpayers with IRA Plans

Classified by:  Increasing Adjusted Gross Income (AGI) Percentile
Tax Years: 2018 XLSX

Taxpayers with IRA Plans

Classified by: Type of Plan and Increasing Adjusted Gross Income (AGI) Percentile
Tax Years: 2018 XLSX

Taxpayers with IRA Plans

Classified by:  Filing Status and Gender of Taxpayer
Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS

Taxpayers with IRA Plans

Classified by:  Age of Taxpayer
Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS

Taxpayers with IRA Plans

Classified by:  Type of Plan and Age of Taxpayer
Tax Years: 2018 XLSX 2017 XLSX 2002 XLS 

Taxpayers with Traditional IRA Plans

Classified by:  Size of Contribution and Age of Taxpayer
Tax Years: 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS

Taxpayers with Roth IRA Plans

Classified by:  Size of Contribution and Age of Taxpayer
Tax Years: 2018 XLSX  2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2013 XLS 2012 XLS 2011 XLS 2010 XLS 2009 XLS 2008 XLS 2007 XLS 2006 XLS 2005 XLS 2004 XLS

 Coefficients of Variance

Table 1 - 2018  XLSX

Table 2 - 2018 XLSX

Table 3 - 2018 XLSX

Table 4 - 2018 XLSX

Table 5 - 2018 XLSX

Table 6 - 2018 XLSX

Table 7 - 2018 XLSX

Bulletin Articles

All bulletin articles and papers are available as PDF files. A free Adobe® reader is available for download, if needed.

Accumulation and Distribution of Individual Retirement Arrangements

2010 PDF 2008 PDF 2004 PDF 2001–2002 PDF 2000 PDF