TABLE A-4 TRUST ASSETS BY SIZE OF TRUST INSTITUTIONS ALL INSTITUTIONS DECEMBER 31, 1997 (DOLLARS IN THOUSANDS) --------- TRUSTS AND ESTATES --------- -------- AGENCIES -------- INST. EMPLOYEE PERSONAL ESTATES EMPLOYEE ALL REPORTING ASSET AMOUNT BENEFITS TRUSTS BENEFIT OTHERS TOTALS ASSETS ------------------------------------------------------------------------------------------------------------------------------------ DISCRETIONARY 255,632 1,305,067 206,265 31,270 230,832 2,029,066 961 NON-DISCRETIONARY 114,429 149,307 6,160 110,833 109,017 489,746 TOTAL ASSETS LESS THAN 10 MILLION 370,061 1,454,374 212,425 142,103 339,849 2,518,812 TOTAL NUMBER OF ACCOUNTS 4,863 21,893 1,590 4,790 3,549 36,685 DISCRETIONARY 344,249 1,742,055 158,784 58,005 549,467 2,852,560 244 NON-DISCRETIONARY 274,165 217,255 6,918 242,454 448,151 1,188,943 TOTAL ASSETS OF 10 MILLION OR MORE BUT LESS THAN 25 MILLION 618,414 1,959,310 165,702 300,459 997,618 4,041,503 TOTAL NUMBER OF ACCOUNTS 10,867 10,632 841 4,397 6,432 33,169 DISCRETIONARY 552,612 2,518,845 222,644 125,321 958,247 4,377,669 186 NON-DISCRETIONARY 585,207 199,383 18,270 511,024 1,005,028 2,318,912 TOTAL ASSETS OF 25 MILLION OR MORE BUT LESS THAN 50 MILLION 1,137,819 2,718,228 240,914 636,345 1,963,275 6,696,581 TOTAL NUMBER OF ACCOUNTS 8,687 11,834 1,211 8,951 8,122 38,805 DISCRETIONARY 1,470,936 5,577,880 362,400 330,425 2,972,362 10,714,003 225 NON-DISCRETIONARY 1,242,687 365,811 30,088 902,035 2,921,441 5,462,062 TOTAL ASSETS OF 50 MILLION OR MORE BUT LESS THAN 100 MILLION 2,713,623 5,943,691 392,488 1,232,460 5,893,803 16,176,065 TOTAL NUMBER OF ACCOUNTS 20,798 19,242 1,829 9,150 17,392 68,411 DISCRETIONARY 11,184,855 31,961,152 1,547,472 2,319,647 17,536,022 64,549,148 421 NON-DISCRETIONARY 5,792,526 2,788,304 52,680 4,664,455 23,407,939 36,705,904 TOTAL ASSETS OF 100 MILLION OR MORE BUT LESS THAN 500 MILLION 16,977,381 34,749,456 1,600,152 6,984,102 40,943,961 101,255,052 TOTAL NUMBER OF ACCOUNTS 53,733 94,797 5,814 22,605 68,362 245,311 DISCRETIONARY 11,897,874 26,360,140 948,085 2,880,495 14,088,844 56,175,438 132 NON-DISCRETIONARY 7,305,687 3,154,412 104,023 4,334,624 20,760,125 35,658,871 TOTAL ASSETS OF 500 MILLION OR MORE BUT LESS THAN 1 BILLION 19,203,561 29,514,552 1,052,108 7,215,119 34,848,969 91,834,309 TOTAL NUMBER OF ACCOUNTS 36,187 53,922 3,294 7,742 43,796 144,941 DISCRETIONARY 11,639,548 29,350,851 771,401 3,574,735 17,549,340 62,885,875 78 NON-DISCRETIONARY 10,868,929 4,243,149 43,009 5,140,599 29,742,910 50,038,596 TOTAL ASSETS OF 1 BILLION OR MORE BUT LESS THAN 2 BILLION 22,508,477 33,594,000 814,410 8,715,334 47,292,250 112,924,471 TOTAL NUMBER OF ACCOUNTS 64,631 52,718 2,462 18,377 34,096 172,284 DISCRETIONARY 851,430,217 706,506,134 15,692,463 658,277,502 928,956,525 3,160,862,841 220 NON-DISCRETIONARY 2,608,600,904 257,646,799 3,269,067 2,156,305,970 9,254,985,063 14,280,807,803 TOTAL ASSETS OF 2 BILLION OR MORE 3,460,031,121 964,152,933 18,961,530 2,814,583,472 10,183,941,588 17,441,670,644 TOTAL NUMBER OF ACCOUNTS 5,003,738 987,917 27,213 9,947,310 490,580 16,456,758