TABLE A-4 TRUST ASSETS BY SIZE OF TRUST INSTITUTIONS ALL INSTITUTIONS DECEMBER 31, 2000 (DOLLARS IN THOUSANDS) --------- TRUSTS AND ESTATES --------- -------- AGENCIES -------- INST. EMPLOYEE PERSONAL ESTATES EMPLOYEE ALL REPORTING ASSET AMOUNT BENEFITS TRUSTS BENEFIT OTHERS TOTALS ASSETS ------------------------------------------------------------------------------------------------------------------------------------ DISCRETIONARY 206,936 1,128,191 170,203 20,952 175,256 1,701,538 789 NON-DISCRETIONARY 104,859 109,954 5,993 105,293 108,772 434,871 TOTAL ASSETS LESS THAN 10 MILLION 311,795 1,238,145 176,196 126,245 284,028 2,136,409 TOTAL NUMBER OF ACCOUNTS 1,766 17,445 926 2,663 2,689 25,489 DISCRETIONARY 284,358 1,564,549 124,757 69,716 553,197 2,596,577 220 NON-DISCRETIONARY 235,744 157,755 9,517 224,697 372,459 1,000,172 TOTAL ASSETS OF 10 MILLION OR MORE BUT LESS THAN 25 MILLION 520,102 1,722,304 134,274 294,413 925,656 3,596,749 TOTAL NUMBER OF ACCOUNTS 3,368 10,984 641 4,246 4,431 23,670 DISCRETIONARY 466,848 2,308,707 236,310 116,918 1,105,173 4,233,956 179 NON-DISCRETIONARY 494,272 245,020 9,515 506,191 974,230 2,229,228 TOTAL ASSETS OF 25 MILLION OR MORE BUT LESS THAN 50 MILLION 961,120 2,553,727 245,825 623,109 2,079,403 6,463,184 TOTAL NUMBER OF ACCOUNTS 8,777 9,444 909 8,879 7,958 35,967 DISCRETIONARY 1,533,474 5,091,055 299,860 395,369 2,996,853 10,316,611 216 NON-DISCRETIONARY 1,065,625 442,297 10,529 931,379 2,915,832 5,365,662 TOTAL ASSETS OF 50 MILLION OR MORE BUT LESS THAN 100 MILLION 2,599,099 5,533,352 310,389 1,326,748 5,912,685 15,682,273 TOTAL NUMBER OF ACCOUNTS 19,647 25,221 1,614 12,525 18,054 77,061 DISCRETIONARY 8,978,356 27,027,148 1,033,282 2,523,193 18,652,455 58,214,434 372 NON-DISCRETIONARY 6,162,683 3,055,796 62,355 3,269,400 20,526,136 33,076,370 TOTAL ASSETS OF 100 MILLION OR MORE BUT LESS THAN 500 MILLION 15,141,039 30,082,944 1,095,637 5,792,593 39,178,591 91,290,804 TOTAL NUMBER OF ACCOUNTS 45,838 74,661 4,024 21,498 71,411 217,432 DISCRETIONARY 7,465,226 20,376,496 779,614 1,279,009 15,114,504 45,014,849 116 NON-DISCRETIONARY 8,595,236 4,028,752 19,097 3,626,936 18,672,795 34,942,816 TOTAL ASSETS OF 500 MILLION OR MORE BUT LESS THAN 1 BILLION 16,060,462 24,405,248 798,711 4,905,945 33,787,299 79,957,665 TOTAL NUMBER OF ACCOUNTS 85,410 39,257 2,244 34,786 33,591 195,288 DISCRETIONARY 13,036,911 27,544,615 1,130,036 2,588,860 25,398,276 69,698,698 85 NON-DISCRETIONARY 10,380,503 3,245,319 21,437 5,062,602 31,158,153 49,868,014 TOTAL ASSETS OF 1 BILLION OR MORE BUT LESS THAN 2 BILLION 23,417,414 30,789,934 1,151,473 7,651,462 56,556,429 119,566,712 TOTAL NUMBER OF ACCOUNTS 48,385 45,127 2,178 7,383 48,038 151,111 DISCRETIONARY 1,164,623,298 826,219,073 18,082,240 846,772,810 1,389,871,045 4,245,568,466 195 NON-DISCRETIONARY 4,163,539,346 160,435,757 564,100 2,097,189,144 12,112,676,032 18,534,404,379 TOTAL ASSETS OF 2 BILLION OR MORE 5,328,162,644 986,654,830 18,646,340 2,943,961,954 13,502,547,077 22,779,972,845 TOTAL NUMBER OF ACCOUNTS 11,024,325 668,570 24,754 13,238,288 797,323 25,753,260