Finance and Insurance ·NAICS 525

NAICS 525 · IRS SOI 2023 · Census CBP

Funds, Trusts, and Other Financial Vehicles - Industry Benchmarks

$173,124/yr average annual pay, with 64 SBA loans on record for NAICS 525.

68.6%
Net margin
10K
Workers employed
$173,124/yr
Avg payroll / employee
$57M
SBA lending, FY20–26

Data updated July 2026

The verdict · NAICS 525

Funds, Trusts, and Other Financial Vehicles runs a 68.6% pre-tax net margin - well above the national average - across 2K establishments employing 10K workers.

68.6%
Pre-tax net margin (IRS SOI)
10K
Workers employed (Census CBP)
$173,124/yr
Avg payroll / employee
$57M
SBA lending, FY20–26

Benchmarking Insights for Funds, Trusts, and Other Financial Vehicles

Funds, Trusts, and Other Financial Vehicles sits inside Finance and Insurance at a 68.6% net margin (well above the national average), $495.6B in aggregate receipts across 33,900 returns, averaging $14.6B 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.

Profit Margin

68.6%

Net income ÷ total receipts (IRS SOI)

Total Receipts

$495.6B

Annual revenue (IRS SOI)

Net Income

$339.9B

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.

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%/8%

Business Structure Breakdown

How businesses in this industry are legally structured (IRS SOI)

C Corporation
23,060 returns 68%

Margin: 68.7% · Receipts: $494.7B

Sole Proprietorship
10,840 returns 32%

Margin: 12.4% · Receipts: $875.9M

Financial Detail

Total Tax Returns Filed
33,900
Avg Receipts per Business
$14.6B
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 FY2020–2026

SBA 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

View SBA lending rankings →

Frequently Asked Questions

What is the average revenue for Funds, Trusts, and Other Financial Vehicles?
$495.6B in total annual receipts across all Funds, Trusts, and Other Financial Vehicles businesses. Average per business: $14.6B.
How profitable is Funds, Trusts, and Other Financial Vehicles?
68.6% 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.

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

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 · 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.