Profit Margin
18.5%
Net income ÷ total receipts (IRS SOI)
Finance and Insurance ·NAICS 5239
NAICS 5239 · IRS SOI 2013 (C corp) · Census CBP 2023
Other Financial Investment Activities - Industry Benchmarks
$245,459/yr average annual pay, with 1,632 SBA loans on record for NAICS 5239.
- 18.5%
- Net margin
- 654K
- Workers employed
- $245,459/yr
- Avg payroll / employee
- $1.0B
- SBA lending, FY20–26
Data updated August 2026
The verdict · NAICS 5239
Other Financial Investment Activities runs a 18.5% pre-tax net margin - above average for US industries - across 86K establishments employing 654K workers.
- 18.5%
- Pre-tax net margin (IRS SOI)
- 654K
- Workers employed (Census CBP)
- $245,459/yr
- Avg payroll / employee
- $1.0B
- SBA lending, FY20–26
Use Other Financial Investment Activities's NAICS benchmark as a comparison point, not a forecast for one business.
Other Financial Investment Activities is reported here with financial measures from IRS Statistics of Income and workforce measures from Census County Business Patterns. The page keeps those source systems distinct, shows unavailable fields rather than estimating them, and links the underlying industry context so readers can compare the same NAICS activity before interpreting a margin or payroll figure.
Source: IRS SOI 2013 (C corporation headline) and Census County Business Patterns 2023
Benchmarking Insights for Other Financial Investment Activities
Other Financial Investment Activities sits inside Finance and Insurance at a 18.5% net margin (above average for US industries), $132.1B in aggregate receipts across 44,066 returns, averaging $3.0B per establishment.
86,389 establishments employ 654,062 workers (7.6/location) at $245,459/yr average annual pay. New York leads employment, followed by California and Pennsylvania.
Other Financial Investment Activities sits in the 78th percentile for employment and the 96th percentile for net margin among 4-digit NAICS industries with reported data.
Total Receipts
$132.1B
Annual revenue (IRS SOI)
Net Income
$24.5B
Pre-tax net income
Employment
654,062
Total employees (Census CBP)
Avg Payroll / Employee
$245,459/yr
Annual compensation
Establishments
86,389
Business locations
Release-over-release change
What changed from Census CBP 2022 to 2023
Employment increased by 33,605; establishment count increased by 2,435. This comparison uses two published national Census County Business Patterns releases; suppressed fields are omitted rather than estimated.
Subscribe to this industry's release updates (RSS)Where each dollar of Other Financial Investment Activities revenue goes
Workforce scale
Other Financial Investment Activities margin vs national reference points
Other Financial Investment Activities net margin 61.7%
Cross-industry median (5%)
p25/median/p75 = 3%/5%/7%
Business Structure Breakdown
Per-entity IRS SOI tables at their own vintages, shares only when every row shares one year (never mix 2013/2017/2022 populations).
C Corporation SOI 2013
44,066 returns 100%
Margin: 18.5% · Receipts: $132.1B
Financial Detail
- Total Tax Returns Filed
- 44,066
- Avg Receipts per Business
- $3.0B
- Annual Payroll (Total)
- $160.5B
- Avg Employees per Establishment
- 7.6
Sub-Industries
| Industry | Profit Margin |
|---|---|
| All Other Financial Investment Activities NAICS 52399 | N/A |
| Investment Advice NAICS 52393 | N/A |
| Miscellaneous Intermediation NAICS 52391 | N/A |
| Portfolio Management NAICS 52392 | N/A |
Top States by Employment
| State | Employment |
|---|---|
| New York | 107,738 |
| California | 73,196 |
| Pennsylvania | 51,990 |
| Texas | 47,203 |
| Massachusetts | 39,125 |
| Illinois | 33,353 |
| Florida | 31,864 |
| New Jersey | 19,869 |
| Minnesota | 14,822 |
| Ohio | 14,400 |
Showing top 10 of 51 states
SBA Lending Activity
SBA FY2020–2026SBA Loans Approved
1,632
Total Loan Volume
$1.0B
Avg Loan Size
$615K
Jobs Supported
6,699
Program Breakdown
7(a) 1,392 (85%)
504 240 (15%)
Top SBA Lender
Live Oak Banking Company
266 loans in this industry
New Business Share
16.2% of borrowers were new/startup businesses
Annual Lending Trend (7 yrs)
2020 305
2021 319
2022 229
2023 211
2024 240
2025 291
2026 37
Frequently Asked Questions
What is the average revenue for Other Financial Investment Activities?
$132.1B in total annual receipts across all Other Financial Investment Activities businesses. Average per business: $3.0B.
How profitable is Other Financial Investment Activities?
18.5% net profit margin, above average for US industries.
How many businesses are in Other Financial Investment Activities?
86,389 business establishments. Together they employ 654,062 workers.
What is the average payroll per employee in Other Financial Investment Activities?
$245,459/yr average annual pay per employee. Businesses average 7.6 employees per establishment.
Which states have the most Other Financial Investment Activities employment?
New York leads with 107,738 workers. California (73,196) and Pennsylvania (51,990) round out the top three.
How much SBA lending does Other Financial Investment Activities receive?
Other Financial Investment Activities businesses received 1,632 SBA loans totaling $1.0 billion between FY2020 and FY2026. The average loan size was $615K. These loans supported 6,699 jobs at origination. Most lending (85%) came through the SBA 7(a) program.
Nationwide industries with similar benchmark drivers
Two IRS/Census peer sets for Other Financial Investment Activities, both at NAICS level 4 and excluding this code so the neighborhoods are not self-links.
According to Census County Business Patterns 2023, Other Financial Investment Activities ranks #56 of 259 U.S. industries at the 4-digit NAICS level by total employment. According to IRS SOI 2013 IRS Statistics of Income, its reported pre-tax net margin ranks #5 of 126 at that same detail level.
Similar reported net margin
Nearest peer industries by ABS(IRS pre-tax margin) (18.5% here).
Similar workforce scale
Nearest peer industries by ABS(Census employment) (654,062 here).
Read with this industry: Understanding profit margins by industry · Finance and Insurance · Rankings
Disclaimer: Public IRS/Census data, not financial or tax advice. See our full disclaimer.
Sources: IRS Statistics of Income (SOI) Business Tax Statistics · Census Bureau County Business Patterns 2023
NAICS 5239 · CBP 2023 · IRS SOI 2013
According to the U.S. Census Bureau, which released its 2023 County Business Patterns dataset in June 2025, PlainBizBench benchmarks 2,002 U.S. industries against Internal Revenue Service Statistics of Income data. See our methodology for the full compilation process.
Read our methodology - how this data is sourced, computed, and verified.
Source: U.S. Census Bureau, County Business Patterns / SUSB Industry employment scale, payroll, and firm-size benchmarks · 2023
Every figure on PlainBizBench is rendered directly from federal source data, no number is typed in by an editor. This page aggregates profit-margin, payroll, entity-type, and SBA-lending benchmarks for this industry, live from the dataset. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error.
Disclaimer: Public IRS/Census data, not financial or tax advice. See our full disclaimer.