> For the complete documentation index, see [llms.txt](https://docs.dataplex-consulting.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dataplex-consulting.com/data-catalog/cms-data-feeds-dataset/cms-data-feeds-catalog/income-and-asset-ownership.md). # Income and Asset Ownership Part of the [CMS Data Feeds Dataset](/data-catalog/cms-data-feeds-dataset/cms-data-feeds-catalog.md) › 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](https://app.snowflake.com/marketplace/listing/GZT1Z125KDH/dataplex-consulting-data-products-cms-data-feeds-dataset). {% hint style="success" %} **Current** — CMS last published this feed on 2025-09-12. Coverage is complete through the 2023 reporting year. Next CMS release expected \~Sep 2026. {% endhint %} {% hint style="info" %} **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. {% endhint %} ## Sample queries {% tabs %} {% tab title="Snowflake" %} ```sql -- Each file version covers one reporting period (2021, 2022, 2023) — history is additive SELECT * FROM DWV.INCOME_AND_ASSET_OWNERSHIP LIMIT 100; ``` {% endtab %} {% tab title="Databricks" %} ```sql -- Each file version covers one reporting period (2021, 2022, 2023) — history is additive SELECT * FROM cms_dwv.income_and_asset_ownership LIMIT 100; ``` {% endtab %} {% endtabs %} ## 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](https://data.cms.gov/resources/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: ```mermaid erDiagram FEEDS ||--o{ FEEDS_FILES : "ID = FEED_ID" FEEDS ||--o{ INCOME_AND_ASSET_OWNERSHIP : "ID = FILE_FEED_ID" FEEDS_FILES ||--o{ INCOME_AND_ASSET_OWNERSHIP : "ID = FILE_ID" FEEDS { text ID PK text TITLE text VIEW_NAME text ACCURAL_PERIODICITY } FEEDS_FILES { text ID PK text FEED_ID FK date TEMPORAL_START date TEMPORAL_END date CMS_FEED_MODIFIED number IS_LATEST } INCOME_AND_ASSET_OWNERSHIP { text ROW_ID PK text FILE_ID FK text FILE_FEED_ID FK text __CHARACTERISTICS number HOME_OWNERSHIP number OWN_BANK_DEPOSIT_ACCOUNTS number CHECKING_ACCOUNT number remaining_20_data_columns } ``` Trace any row back to its source file and reporting period: ```sql 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](https://data.cms.gov/resources/income-and-asset-ownership-data-dictionary) * [Mcbs Summary Tables Methodology](https://data.cms.gov/resources/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](https://app.snowflake.com/marketplace/listing/GZT1Z125KDH/dataplex-consulting-data-products-cms-data-feeds-dataset) (free trial available) and via [Databricks Delta Sharing](https://checkout.dataplex-consulting.com/b/3cIdR2e1J59Sh2w7pWbQY00). Once mounted, query `DWV.INCOME_AND_ASSET_OWNERSHIP` directly — no pipeline setup required. ## Related feeds {% content-ref url="/pages/9yvlVLsccpRgjJGr2xLk" %} [Opt Out Affidavits](/data-catalog/cms-data-feeds-dataset/cms-data-feeds-catalog/opt-out-affidavits.md) {% endcontent-ref %} {% content-ref url="/pages/RqqKBKGEAKdxjkKPt7lq" %} [Provider of Services File - Quality Improvement and Evaluation System](/data-catalog/cms-data-feeds-dataset/cms-data-feeds-catalog/provider-of-services-file-quality-improvement-and-evaluation-system.md) {% endcontent-ref %} {% content-ref url="/pages/0tK5BAjiqF77xWyeMxgH" %} [Skilled Nursing Facility Change of Ownership - Owner Information](/data-catalog/cms-data-feeds-dataset/cms-data-feeds-catalog/skilled-nursing-facility-change-of-ownership-owner-information.md) {% endcontent-ref %} {% content-ref url="/pages/H32H32IiLybI2mc6hcir" %} [Restructured BETOS Classification System](/data-catalog/cms-data-feeds-dataset/cms-data-feeds-catalog/restructured-betos-classification-system.md) {% endcontent-ref %} {% content-ref url="/pages/yOiSK7zdtKbZhmrG8Y18" %} [Innovation Center Webinars and Forums](/data-catalog/cms-data-feeds-dataset/cms-data-feeds-catalog/innovation-center-webinars-and-forums.md) {% endcontent-ref %} ## Get this feed 1. [Start a free trial on Snowflake Marketplace](https://app.snowflake.com/marketplace/listing/GZT1Z125KDH/dataplex-consulting-data-products-cms-data-feeds-dataset) or purchase via [Databricks](https://checkout.dataplex-consulting.com/b/3cIdR2e1J59Sh2w7pWbQY00) 2. Mount the share — the database and `DWV` schema appear in your account immediately 3. Run the [sample query](#sample-queries) above — no ETL, no pipeline maintenance Questions about this feed? Contact us at . *** Part of the [CMS Data Feeds Dataset](/data-catalog/cms-data-feeds-dataset.md) — 280+ feeds · 245B+ records · updated daily. [Back to the full catalog →](/data-catalog/cms-data-feeds-dataset/cms-data-feeds-catalog.md#income-and-asset-ownership) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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