Finance and Insurance ·NAICS 52392

NAICS 52392 · IRS SOI 2023 · Census CBP

Portfolio Management - Industry Benchmarks

98 SBA loans on record, $67M in volume, for NAICS 52392.

20.1%
Finance and Insurance sector margin
N/A
Workers employed
N/A
Avg payroll / employee
$67M
SBA lending, FY20–26

Data updated July 2026

The verdict · NAICS 52392

New York leads Portfolio Management activity nationally. IRS SOI doesn't publish margin data at this NAICS level, but the broader Finance and Insurance sector runs a 20.1% net margin.

20.1%
Finance and Insurance sector margin (IRS SOI)
N/A
Workers employed (Census CBP)
N/A
Avg payroll / employee
$67M
SBA lending, FY20–26

Benchmarking Insights for Portfolio Management

Portfolio Management sits inside Finance and Insurance, a sector that runs a 20.1% net margin overall.

44,443 establishments employ N/A workers. New York leads employment, followed by California and Massachusetts.

Employment

N/A

Total employees (Census CBP)

Avg Payroll / Employee

N/A

Annual compensation

Establishments

44,443

Business locations

Release-over-release change

What changed from Census CBP 2022 to 2023

establishment count increased by 1,226. This comparison uses two published national Census County Business Patterns releases; suppressed fields are omitted rather than estimated.

Financial Detail

Annual Payroll (Total)
$118.8B

Sub-Industries

Industry Profit Margin
Portfolio Management

NAICS 523920

 N/A

Top States by Employment

State Employment
New York 79,725
California 45,395
Massachusetts 27,141
Florida 18,367
Connecticut 11,174
New Jersey 10,516
Washington 8,826
Virginia 7,003
Utah 4,009
District of Columbia 2,681

Showing top 10 of 51 states

SBA Lending Activity

SBA FY2020–2026

SBA Loans Approved

98

Total Loan Volume

$67M

Avg Loan Size

$688K

Jobs Supported

492

Program Breakdown

7(a) 77 (79%)
504 21 (21%)

Top SBA Lender

Cadence Bank

8 loans in this industry

New Business Share

15.3% of borrowers were new/startup businesses

Annual Lending Trend (6 yrs)

2020
34
2021
40
2022
18
2023
3
2024
1
2025
2

View SBA lending rankings →

Frequently Asked Questions

How profitable is Portfolio Management?
IRS SOI doesn't publish margin data at the NAICS 52392 level. New York leads this industry nationally. The broader Finance and Insurance sector runs a 20.1% net margin (IRS SOI 2023).
How many businesses are in Portfolio Management?
44,443 business establishments.
What is the average payroll per employee in Portfolio Management?
Average payroll data for Portfolio Management is not available in the current Census CBP dataset.
Which states have the most Portfolio Management employment?
New York leads with 79,725 workers. California (45,395) and Massachusetts (27,141) round out the top three.
How much SBA lending does Portfolio Management receive?
Portfolio Management businesses received 98 SBA loans totaling $67 million between FY2020 and FY2026. The average loan size was $688K. These loans supported 492 jobs at origination. Most lending (79%) came through the SBA 7(a) program.

Benchmarking Portfolio Management

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 52392 · 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.