Profit Margin
18.5%
Net income ÷ total receipts (IRS SOI)
Finance and Insurance ·NAICS 5239
NAICS 5239 · IRS SOI 2023 · Census CBP
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 July 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
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.
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.
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%/8%
Business Structure Breakdown
How businesses in this industry are legally structured (IRS SOI)
C Corporation
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.
Comparable industry benchmarks
These links are calculated from the current national dataset. They are comparison paths, not recommendations or evidence that businesses operate alike.
How this ranks: Other Financial Investment Activities reports a higher net margin than 94% of the 126 IRS-tracked industries at the same NAICS detail level. Its Census employment total exceeds 78% of that same 259-industry cohort. Calculated by ranking this industry's reported value against every other industry at the same NAICS digit-level, not the whole dataset: comparing a 6-digit detail industry to a 2-digit sector would mix incompatible scales.
Closest reported net margins
Same NAICS detail level, ordered by the smallest difference in reported IRS pre-tax margin.
Closest workforce scale
Same NAICS detail level, ordered by the smallest difference in reported Census employment.
Benchmarking Other Financial Investment Activities
- Net margin: 18.5% vs sector. Browse Finance and Insurance
- 86,389 establishments, 654,062 workers. Payroll benchmarks
- 1,632 SBA loans on record. SBA lending 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 · Data year: 2023
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.