Income and Asset Ownership

The Income and Asset Ownership data, derived from the Medicare Current Beneficiary Survey (MCBS), provide information on income sources, income levels, asset…

Part of the CMS Data Feeds Dataset › Medicare

Dataplex delivers this CMS feed as the analysis-ready table DWV.INCOME_AND_ASSET_OWNERSHIP on Snowflake and Databricks — four annual reporting periods (2021–2023) aligned to a single schema, refreshed automatically whenever CMS publishes a new file. Every row carries lineage back to the exact CMS source file that produced it.

Key facts

Snowflake	DWV.INCOME_AND_ASSET_OWNERSHIP
Databricks	cms_dwv.income_and_asset_ownership
Coverage	Jan 2021 – Dec 2023 (3 of 3 annual reporting periods)
Rows	296 (total across all reporting periods)
Cadence	Annual
Update pattern	Time-partitioned — each file adds one reporting year
CMS published	2025-09-12
Loaded	2025-10-18
Columns	24 data + 6 lineage
File versions	4
License	CMS public data — U.S. Government work
Platforms	Snowflake Marketplace · Databricks Delta Sharing

Included in the CMS Data Feeds Dataset — start a free trial on Snowflake Marketplace.

Current — CMS last published this feed on 2025-09-12. Coverage is complete through the 2023 reporting year. Next CMS release expected ~Sep 2026.

Time-partitioned feed — each file version covers one reporting year, so history is additive. Query the full table for all years; filter on the reporting period columns for a single period. Do not filter to the latest file only — that would return just the 2023 reporting year.

Sample queries

Snowflake

-- Each file version covers one reporting period (2021, 2022, 2023) — history is additive
SELECT *
FROM DWV.INCOME_AND_ASSET_OWNERSHIP
LIMIT 100;

Databricks

About this feed

The Income and Asset Ownership data, derived from the Medicare Current Beneficiary Survey (MCBS), provide information on income sources, income levels, asset ownership, and asset values among Medicare beneficiaries. The data are further segmented by demographic and health characteristics within the Medicare population.

— Source: CMS feed metadata

Keywords: Medicare, Original Medicare, Medicare Advantage, Medicaid, Patient Experience, Financial Resources Theme: Medicare

Coverage timeline

2021 🟩 · 2022 🟩 · 2023 🟩

3 of 3 annual reporting periods present — no gaps.

Release history

Reporting period	CMS published	Loaded	Latest file
2023-01-01 – 2023-12-31	2025-09-12	2025-10-18	✓
2023-01-01 – 2023-12-31	2025-09-10	2025-09-10
2022-01-01 – 2022-12-31	2025-09-10	2025-09-10
2021-01-01 – 2021-12-31	2025-09-10	2025-09-10

Data dictionary

📋 24 data columns + 6 lineage columns

Column-level definitions are maintained by CMS in the official Income and Asset Ownership data dictionary.

Data columns

Column	Type
__CHARACTERISTICS	TEXT
HOME_OWNERSHIP	NUMBER
OWN_BANK_DEPOSIT_ACCOUNTS	NUMBER
CHECKING_ACCOUNT	NUMBER
SAVINGS_ACCOUNT	NUMBER
CERTIFICATES_OF_DEPOSIT	TEXT
STOCKS_OR_MUTUAL_FUNDS	TEXT
RETIREMENT_ACCOUNTS	TEXT
RECEIVE_SOCIAL_SECURITY	NUMBER
RECEIVE_SUPPLEMENTAL_SECURITY_INCOME	TEXT
RECEIVE_PENSION	NUMBER
GOT_PAID_TO_WORK_LAST_MONTH	NUMBER
MEDIAN_COMBINED_INCOME	NUMBER
MEDIAN_COMBINED_EARNINGS	TEXT
MEDIAN_MONTHLY_EARNINGS	TEXT
MEDIAN_HOME_EQUITY	NUMBER
MEDIAN_COMB_VAL_OF_BANK_DEPOSIT_ACC	TEXT
MEDIAN_COMBINED_STOCKS_MUTUAL_FUNDS	TEXT
MEDIAN_COMBINED_RETIREMENT_ACCOUNTS	TEXT
MEDIAN_COMBINED_AMOUNT_RECEIVED_RETIREMENT_ACCOUNTS	TEXT
MEDIAN_COMBINED_SOCIAL_SECURITY_PAYMENTS	NUMBER
MEDIAN_COMBINED_PENSION_PAYMENTS	TEXT
CHARACTERISTICS	TEXT
NON_ZERO_EARNINGS_FROM_WORK_IN_HOUSEHOLD	NUMBER

Lineage columns (present on every feed table)

Column	Type	Description
ROW_ID	TEXT	Unique row ID for this table (PK)
FILE_ID	TEXT	Source file — joins to FEEDS_FILES.ID (FK)
FILE_FEED_ID	TEXT	Parent feed — joins to FEEDS.ID (FK)
FILE_NAME	TEXT	Source file name as published by CMS
ROWNUM	NUMBER	Row number within the source file
CREATED_AT	TIMESTAMP_NTZ	Timestamp when the record was loaded

Row-level lineage

Every row in this table traces to the exact CMS source file that produced it. The FILE_ID column joins to the FEEDS_FILES catalog table, and FILE_FEED_ID joins to the FEEDS master table:

Trace any row back to its source file and reporting period:

SELECT d.__CHARACTERISTICS, d.HOME_OWNERSHIP, d.OWN_BANK_DEPOSIT_ACCOUNTS,
       ff.TEMPORAL_START, ff.TEMPORAL_END, ff.CMS_FEED_MODIFIED
FROM DWV.INCOME_AND_ASSET_OWNERSHIP d
JOIN DWV.FEEDS_FILES ff ON d.FILE_ID = ff.ID;

Source & provenance

Published by the Centers for Medicare & Medicaid Services (bureau 009:38).

• Official CMS data dictionary

• Mcbs Summary Tables Methodology

Frequently asked questions

How often is Income and Asset Ownership updated?

Annually. CMS last published this feed on 2025-09-12, and Dataplex loaded it to the warehouse on 2025-10-18. New releases are added automatically when CMS publishes them.

What years does Income and Asset Ownership cover?

2021 through 2023 — three annual reporting periods with no gaps. Each reporting year arrives as its own file version, and all years remain queryable side by side.

How many records are in Income and Asset Ownership?

296 rows across all four reporting periods. Because this feed is time-partitioned, the full table total is the meaningful count — no deduplication needed.

How do I get Income and Asset Ownership data?

It's included in the CMS Data Feeds Dataset on the Snowflake Marketplace (free trial available) and via Databricks Delta Sharing. Once mounted, query DWV.INCOME_AND_ASSET_OWNERSHIP directly — no pipeline setup required.

Related feeds

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Get this feed

1. Start a free trial on Snowflake Marketplace or purchase via Databricks

2. Mount the share — the database and DWV schema appear in your account immediately

3. Run the sample query above — no ETL, no pipeline maintenance

Questions about this feed? Contact us at [e-mail].

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