Profit Margin
68.7%
Net income ÷ total receipts (IRS SOI)
Finance and Insurance ·NAICS 525
NAICS 525 · IRS SOI 2013 (C corp) · Census CBP 2023
Funds, Trusts, and Other Financial Vehicles - Industry Benchmarks
$173,124/yr average annual pay, with 64 SBA loans on record for NAICS 525.
- 68.7%
- Net margin
- 10K
- Workers employed
- $173,124/yr
- Avg payroll / employee
- $57M
- SBA lending, FY20–26
Data updated August 2026
The verdict · NAICS 525
Funds, Trusts, and Other Financial Vehicles runs a 68.7% pre-tax net margin - well above the national average - across 2K establishments employing 10K workers.
- 68.7%
- Pre-tax net margin (IRS SOI)
- 10K
- Workers employed (Census CBP)
- $173,124/yr
- Avg payroll / employee
- $57M
- SBA lending, FY20–26
Use Funds, Trusts, and Other Financial Vehicles's NAICS benchmark as a comparison point, not a forecast for one business.
Funds, Trusts, and Other Financial Vehicles 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 Funds, Trusts, and Other Financial Vehicles
Funds, Trusts, and Other Financial Vehicles sits inside Finance and Insurance at a 68.7% net margin (well above the national average), $494.7B in aggregate receipts across 23,060 returns, averaging $21.5B per establishment.
2,006 establishments employ 9,639 workers (4.8/location) at $173,124/yr average annual pay. California leads employment, followed by Texas and Florida.
Total Receipts
$494.7B
Annual revenue (IRS SOI)
Net Income
$339.8B
Pre-tax net income
Employment
9,639
Total employees (Census CBP)
Avg Payroll / Employee
$173,124/yr
Annual compensation
Establishments
2,006
Business locations
Release-over-release change
What changed from Census CBP 2022 to 2023
Employment increased by 652; establishment count increased by 82. 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 Funds, Trusts, and Other Financial Vehicles revenue goes
Workforce scale
Funds, Trusts, and Other Financial Vehicles margin vs national reference points
Funds, Trusts, and Other Financial Vehicles net margin 100.0%
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
23,060 returns
Margin: 68.7% · Receipts: $494.7B
Sole Proprietorship SOI 2022
10,840 returns
Margin: 12.4% · Receipts: $875.9M
Financial Detail
- Total Tax Returns Filed
- 23,060
- Avg Receipts per Business
- $21.5B
- Annual Payroll (Total)
- $1.7B
- Avg Employees per Establishment
- 4.8
Sub-Industries
| Industry | Profit Margin |
|---|---|
| Other Investment Pools and Funds NAICS 5259 | 47.8% |
Top States by Employment
| State | Employment |
|---|---|
| California | 1,583 |
| Texas | 895 |
| Florida | 624 |
| New Jersey | 416 |
| Michigan | 331 |
| Washington | 148 |
| Arizona | 121 |
| Georgia | 109 |
| District of Columbia | 104 |
| South Carolina | 62 |
Showing top 10 of 49 states
SBA Lending Activity
SBA FY2020–2026SBA Loans Approved
64
Total Loan Volume
$57M
Avg Loan Size
$888K
Jobs Supported
1,048
Program Breakdown
7(a) 57 (89%)
504 7 (11%)
Top SBA Lender
Wells Fargo Bank National Association
5 loans in this industry
New Business Share
15.6% of borrowers were new/startup businesses
Annual Lending Trend (7 yrs)
2020 8
2021 16
2022 14
2023 8
2024 8
2025 8
2026 2
Frequently Asked Questions
What is the average revenue for Funds, Trusts, and Other Financial Vehicles?
$494.7B in total annual receipts across all Funds, Trusts, and Other Financial Vehicles businesses. Average per business: $21.5B.
How profitable is Funds, Trusts, and Other Financial Vehicles?
68.7% net profit margin, well above the national average.
How many businesses are in Funds, Trusts, and Other Financial Vehicles?
2,006 business establishments. Together they employ 9,639 workers.
What is the average payroll per employee in Funds, Trusts, and Other Financial Vehicles?
$173,124/yr average annual pay per employee. Businesses average 4.8 employees per establishment.
Which states have the most Funds, Trusts, and Other Financial Vehicles employment?
California leads with 1,583 workers. Texas (895) and Florida (624) round out the top three.
How much SBA lending does Funds, Trusts, and Other Financial Vehicles receive?
Funds, Trusts, and Other Financial Vehicles businesses received 64 SBA loans totaling $57 million between FY2020 and FY2026. The average loan size was $888K. These loans supported 1,048 jobs at origination. Most lending (89%) 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: Funds, Trusts, and Other Financial Vehicles reports a higher net margin than 99% of the 75 IRS-tracked industries at the same NAICS detail level. Its Census employment total exceeds 1% of that same 77-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 Funds, Trusts, and Other Financial Vehicles
- Net margin: 68.7% vs sector. Browse Finance and Insurance
- 2,006 establishments, 9,639 workers. Payroll benchmarks
- 64 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 525 · 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.