Employment
27,385
Total employees (Census CBP)
Finance and Insurance ·NAICS 523999
NAICS 523999 · IRS SOI 2023 · Census CBP
Miscellaneous Financial Investment Activities - Industry Benchmarks
198 SBA loans on record, $97M in volume, for NAICS 523999.
- 20.1%
- Finance and Insurance sector margin
- 27K
- Workers employed
- N/A
- Avg payroll / employee
- $97M
- SBA lending, FY20–26
Data updated July 2026
The verdict · NAICS 523999
Colorado leads Miscellaneous 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)
- 27K
- Workers employed (Census CBP)
- N/A
- Avg payroll / employee
- $97M
- SBA lending, FY20–26
Benchmarking Insights for Miscellaneous Financial Investment Activities
Miscellaneous Financial Investment Activities sits inside Finance and Insurance, a sector that runs a 20.1% net margin overall.
2,410 establishments employ 27,385 workers (11.4/location). Colorado leads employment, followed by Utah and Virginia.
Avg Payroll / Employee
N/A
Annual compensation
Establishments
2,410
Business locations
Release-over-release change
What changed from Census CBP 2022 to 2023
establishment count increased by 377. 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
- 11.4
Top States by Employment
| State | Employment |
|---|---|
| Colorado | 507 |
| Utah | 273 |
| Virginia | 201 |
| South Carolina | 122 |
| Missouri | 98 |
| Louisiana | 82 |
| Nevada | 53 |
| North Dakota | 14 |
| Mississippi | 13 |
| Vermont | 5 |
Showing top 10 of 50 states
SBA Lending Activity
SBA FY2020–2026SBA Loans Approved
198
Total Loan Volume
$97M
Avg Loan Size
$491K
Jobs Supported
1,160
Program Breakdown
7(a) 163 (82%)
504 35 (18%)
Top SBA Lender
BayFirst National Bank
11 loans in this industry
New Business Share
13.1% of borrowers were new/startup businesses
Annual Lending Trend (7 yrs)
2020 20
2021 38
2022 36
2023 34
2024 28
2025 36
2026 6
Frequently Asked Questions
How profitable is Miscellaneous Financial Investment Activities?
IRS SOI doesn't publish margin data at the NAICS 523999 level. Colorado leads this industry nationally. The broader Finance and Insurance sector runs a 20.1% net margin (IRS SOI 2023).
How many businesses are in Miscellaneous Financial Investment Activities?
2,410 business establishments. Together they employ 27,385 workers.
What is the average payroll per employee in Miscellaneous Financial Investment Activities?
Average payroll data for Miscellaneous Financial Investment Activities is not available in the current Census CBP dataset.
Which states have the most Miscellaneous Financial Investment Activities employment?
Colorado leads with 507 workers. Utah (273) and Virginia (201) round out the top three.
How much SBA lending does Miscellaneous Financial Investment Activities receive?
Miscellaneous Financial Investment Activities businesses received 198 SBA loans totaling $97 million between FY2020 and FY2026. The average loan size was $491K. These loans supported 1,160 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 39% of that same 801-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 Miscellaneous Financial Investment Activities
- No margin data, check the parent industry. Browse Finance and Insurance
- 2,410 establishments, 27,385 workers. Payroll benchmarks
- 198 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 523999 · 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.