Finance and Insurance ·NAICS 52399

NAICS 52399 · IRS SOI 2023 · Census CBP

All Other Financial Investment Activities - Industry Benchmarks

218 SBA loans on record, $110M in volume, for NAICS 52399.

20.1%
Finance and Insurance sector margin
63K
Workers employed
N/A
Avg payroll / employee
$110M
SBA lending, FY20–26

Data updated July 2026

The verdict · NAICS 52399

Texas leads All Other Financial Investment Activities 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)
63K
Workers employed (Census CBP)
N/A
Avg payroll / employee
$110M
SBA lending, FY20–26

Benchmarking Insights for All Other Financial Investment Activities

All Other Financial Investment Activities sits inside Finance and Insurance, a sector that runs a 20.1% net margin overall.

5,695 establishments employ 63,416 workers (11.1/location). Texas leads employment, followed by Massachusetts and Washington.

Employment

63,416

Total employees (Census CBP)

Avg Payroll / Employee

N/A

Annual compensation

Establishments

5,695

Business locations

Release-over-release change

What changed from Census CBP 2022 to 2023

Employment decreased by 4,622; establishment count increased by 857. This comparison uses two published national Census County Business Patterns releases; suppressed fields are omitted rather than estimated.

Workforce scale

Financial Detail

Avg Employees per Establishment
11.1

Sub-Industries

Industry Profit Margin
Miscellaneous Financial Investment Activities

NAICS 523999

N/A
Trust, Fiduciary, and Custody Activities

NAICS 523991

N/A

Top States by Employment

State Employment
Texas 6,050
Massachusetts 3,912
Washington 676
Wisconsin 652
Nevada 518
Delaware 436
Louisiana 427
Utah 426
Arizona 410
North Carolina 358

Showing top 10 of 51 states

SBA Lending Activity

SBA FY2020–2026

SBA Loans Approved

218

Total Loan Volume

$110M

Avg Loan Size

$504K

Jobs Supported

1,261

Program Breakdown

7(a) 179 (82%)
504 39 (18%)

Top SBA Lender

BayFirst National Bank

12 loans in this industry

New Business Share

13.8% of borrowers were new/startup businesses

Annual Lending Trend (7 yrs)

2020
24
2021
39
2022
40
2023
37
2024
30
2025
40
2026
8

Frequently Asked Questions

How profitable is All Other Financial Investment Activities?
IRS SOI doesn't publish margin data at the NAICS 52399 level. Texas leads this industry nationally. The broader Finance and Insurance sector runs a 20.1% net margin (IRS SOI 2023).
How many businesses are in All Other Financial Investment Activities?
5,695 business establishments. Together they employ 63,416 workers.
What is the average payroll per employee in All Other Financial Investment Activities?
Average payroll data for All Other Financial Investment Activities is not available in the current Census CBP dataset.
Which states have the most All Other Financial Investment Activities employment?
Texas leads with 6,050 workers. Massachusetts (3,912) and Washington (676) round out the top three.
How much SBA lending does All Other Financial Investment Activities receive?
All Other Financial Investment Activities businesses received 218 SBA loans totaling $110 million between FY2020 and FY2026. The average loan size was $504K. These loans supported 1,261 jobs at origination. Most lending (82%) 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: Its Census employment total exceeds 45% of that same 551-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 workforce scale

Same NAICS detail level, ordered by the smallest difference in reported Census employment.

Benchmarking All Other Financial Investment Activities

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 52399 · 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.

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.