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INCRET
Retirement or pension income

INCRET is a 6-digit numeric variable.

Codes

999998 = Unknown/missing.
999999 = NIU (not in universe).

Top codes:

Panama 2000: 9997+
U.S.A. 1990: State median of values over 30,000
U.S.A. 2000: State median of values over 52,000
U.S.A. 2005: State median of values over 41,000
U.S.A. 2010-2015: 99.5th percentile within each state (Higher values are the state means of all cases above these cutoffs.)
Puerto Rico 1990: State median of values over 20,000
Puerto Rico 2000: Mean of values over 52,000
Puerto Rico 2005: Mean of values above the 99.5th percentile
Puerto Rico 2010: 47,400+
Trinidad and Tobago 2000: 4000+

Description

INCRET reports the amount of income the respondent received from a retirement program or account, or from a pension. The amounts are provided on a monthly or annual basis, depending on the sample.

Comparability — Index

GENERAL
Canada
Mexico
Panama
Puerto Rico
Trinidad and Tobago
United States
Venezuela

Comparability — General

The samples differ in their age universes, in their monetary units (pesos in Mexico, dollars in the United States, etc.); in their time basis (monthly or annual); in the types of income included; and in their use of rounding and top-coding. Also, amounts are expressed as they were reported at the time of the census and have not been adjusted for inflation or devaluation. All samples include some amount of non-retirement income for disabilities or other support.

Comparability — Canada [top]

The amounts are provided on a yearly basis in Canada dollars. The variable indicates pensions from government (old age security pension, guaranteed income supplement, Canada/Quebec pension plans) and private sources (retirement pensions, superannuation and annuities). The 1981 sample includes some non-retirement income from alimony, scholarships, etc.

For 2011, public pension income is reported in INCWEL, the source for which is a single input variable reporting total income from all government transfer. Private retirement income is reported in CA2011A_0407, which reports total income from market sources.

Comparability — Mexico [top]

The amounts are provided on a monthly basis in pesos. The data include some non-retirement pension income for disabilities, orphanhood, widowhood, etc.

Comparability — Panama [top]

The samples report "retirement or pension" income. This includes non-retirement income for disability, orphanhood, etc. The universe statements are slightly different between the two samples. In the 2000 sample, the question is asked of persons age 10 and older, while the 2010 sample includes all persons.

Comparability — Puerto Rico [top]

The amounts are provided on an annual basis in dollars. The variable indicates how much pre-tax retirement, survivor, and disability pension income (other than Social Security) the respondent received during the previous calendar year for the samples 1990-2000 and during the past 12 months for the 2005-2010 samples.

Social Security income -- most of which is for old-age support -- is not included in INCRET. See the unharmonized variables for each sample.

Comparability — Trinidad and Tobago [top]

The data report the respondent's gross monthly income from pensions and annuities in Trinidad and Tobago dollars.

Comparability — United States [top]

The amounts are provided on an annual basis in dollars. The variable indicates how much pre-tax retirement, survivor, and disability pension income (other than Social Security) the respondent received during the past year. The data for 1970-2000 are for the previous calendar year and for 2005-2015 are for the previous 12 months.

Social Security income -- most of which is for old-age support -- is not included in INCRET. See the unharmonized variables for each sample.

Comparability — Venezuela [top]

The amounts are provided on a monthly basis in Bolivar Fuerte. The variable indicates income from pensions or retirement and includes some disability income.

Universe

  • Canada 1981: Persons age 15+, excluding inmates
  • Canada 1991: Persons age 15+
  • Canada 2001: Persons age 15+
  • Mexico 1995: Persons age 12+
  • Mexico 2000: Persons age 12+
  • Panama 2000: Persons age 10+
  • Panama 2010: All persons
  • Puerto Rico 1990: Persons age 15+
  • Puerto Rico 2000: Persons age 15+
  • Puerto Rico 2005: Persons age 15+
  • Puerto Rico 2010: Persons age 15+
  • Trinidad and Tobago 2000: Persons age 15+
  • United States 1990: Persons age 15+
  • United States 2000: Persons age 15+
  • United States 2005: Persons age 15+
  • United States 2010: Persons age 15+
  • United States 2015: Persons age 15+
  • Venezuela 2001: Persons age 10+

Availability

  • Canada: 1981, 1991, 2001
  • Mexico: 1995, 2000
  • Panama: 2000, 2010
  • Puerto Rico: 1990, 2000, 2005, 2010
  • Trinidad and Tobago: 2000
  • United States: 1990, 2000, 2005, 2010, 2015
  • Venezuela: 2001