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Individual retirement arrangements
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.
Important: Beginning with data for 2022, SOI introduced enhancements to improve the data’s overall quality as a new series of information.
Statistical tables
All tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed.
IRA plans
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 1. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan | Type of Plan | 2023 XLSX 2022 XLSX |
Taxpayers with IRA plans
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 2. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Size of Adjusted Gross Income | Size of Adjusted Gross Income | 2023 XLSX 2022 XLSX |
| Table 3. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Size of Adjusted Gross Income | Type of Plan and Size of Adjusted Gross Income | 2023 XLSX 2022 XLSX |
| Table 9. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Increasing Adjusted Gross Income (AGI) Percentile | Increasing Adjusted Gross Income (AGI) Percentile | 2023 XLSX 2022 XLSX |
| Table 10. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Increasing Adjusted Gross Income (AGI) Percentile | Type of Plan and Increasing Adjusted Gross Income (AGI) Percentile | 2023 XLSX 2022 XLSX |
| Table 7. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Filing Status and Gender | Filing Status and Gender of Taxpayer | 2023 XLSX 2022 XLSX |
| Table 4. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Age of Taxpayer | Age of Taxpayer | 2023 XLSX 2022 XLSX |
| Table 8. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Age of Taxpayer | Type of Plan and Age of Taxpayer | 2023 XLSX 2022 XLSX |
Taxpayers with traditional IRA plans
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 5. Taxpayers with Traditional Individual Retirement Arrangement (IRA) Contributions, by Size of Contribution and Age of Taxpayer | Size of Contribution and Age of Taxpayer | 2023 XLSX 2022 XLSX |
Taxpayers with Roth IRA plans
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 6. Taxpayers with Roth Individual Retirement Arrangement (IRA) Contributions, by Size of Contributions and Age of Taxpayer | Size of Contribution and Age of Taxpayer | 2023 XLSX 2022 XLSX |
Confidence intervals
| Data presented | Tax years |
|---|---|
| Table 1 | 2023 XLSX 2022 XLSX |
| Table 2 | 2023 XLSX 2022 XLSX |
| Table 3 | 2023 XLSX 2022 XLSX |
| Table 4 | 2023 XLSX 2022 XLSX |
| Table 5 | 2023 XLSX 2022 XLSX |
| Table 6 | 2023 XLSX 2022 XLSX |
| Table 7 | 2023 XLSX 2022 XLSX |
| Table 8 | 2023 XLSX 2022 XLSX |
| Table 9 | 2023 XLSX 2022 XLSX |
| Table 10 | 2023 XLSX 2022 XLSX |
IRA plans 2000-2021
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 1. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan | Type of Plan | 2021 XLSX 2020 XLSX 2019 XLSX 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 2000-2021
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 2. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Size of Adjusted Gross Income | Size of Adjusted Gross Income | 2021 XLSX 2020 XLSX 2019 XLSX 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 |
| Table 3. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Size of Adjusted Gross Income | Type of Plan and Size of Adjusted Gross Income | 2021 XLSX 2020 XLSX 2019 XLSX 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 |
| Table 9. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Increasing Adjusted Gross Income (AGI) Percentile | Increasing Adjusted Gross Income (AGI) Percentile | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX |
| Table 10. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Increasing Adjusted Gross Income (AGI) Percentile | Type of Plan and Increasing Adjusted Gross Income (AGI) Percentile | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX |
| Table 7. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Filing Status and Gender | Filing Status and Gender of Taxpayer | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX 2017 XLSX 2016 XLS 2015 XLS 2014 XLS 2004 XLS 2002 XLS 2001 XLS 2000 XLS |
| Table 4. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Age of Taxpayer | Age of Taxpayer | 2021 XLSX 2020 XLSX 2019 XLSX 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 |
| Table 8. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan and by Age of Taxpayer | Type of Plan and Age of Taxpayer | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX 2017 XLSX |
Taxpayers with traditional IRA plans 2000-2021
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 5. Taxpayers with Traditional Individual Retirement Arrangement (IRA) Contributions, by Size of Contribution and Age of Taxpayer | Size of Contribution and Age of Taxpayer | 2021 XLSX 2020 XLSX 2019 XLSX 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 2000-2021
| Data presented | Classified by | Tax years |
|---|---|---|
| Table 6. Taxpayers with Roth Individual Retirement Arrangement (IRA) Contributions, by Size of Contributions and Age of Taxpayer | Size of Contribution and Age of Taxpayer | 2021 XLSX 2020 XLSX 2019 XLSX 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 2000-2021
| Table number | Tax years |
|---|---|
| Table 1 | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX |
| Table 2 | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX |
| Table 3 | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX |
| Table 4 | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX |
| Table 5 | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX |
| Table 6 | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX |
| Table 7 | 2021 XLSX 2020 XLSX 2019 XLSX 2018 XLSX |
Bulletin articles
All bulletin articles and papers are available as PDF files. A free Adobe® reader is available for download, if needed.