Profit Margin
47.8%
Net income ÷ total receipts (IRS SOI)
Finance and Insurance ·NAICS 5259
NAICS 5259 · IRS SOI 2023 · Census CBP
Other Investment Pools and Funds - Industry Benchmarks
$173,124/yr average annual pay, with 53 SBA loans on record for NAICS 5259.
- 47.8%
- Net margin
- 10K
- Workers employed
- $173,124/yr
- Avg payroll / employee
- $52M
- SBA lending, FY20–26
Data updated July 2026
The verdict · NAICS 5259
Other Investment Pools and Funds runs a 47.8% pre-tax net margin - well above the national average - across 2K establishments employing 10K workers.
- 47.8%
- Pre-tax net margin (IRS SOI)
- 10K
- Workers employed (Census CBP)
- $173,124/yr
- Avg payroll / employee
- $52M
- SBA lending, FY20–26
Benchmarking Insights for Other Investment Pools and Funds
Other Investment Pools and Funds sits inside Finance and Insurance at a 47.8% net margin (well above the national average), $37.4B in aggregate receipts across 6,763 returns, averaging $5.5B 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
$37.4B
Annual revenue (IRS SOI)
Net Income
$17.9B
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 Other Investment Pools and Funds revenue goes
Workforce scale
Other Investment Pools and Funds margin vs national reference points
Other Investment Pools and Funds 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
6,763 returns 100%
Margin: 47.8% · Receipts: $37.4B
Financial Detail
- Total Tax Returns Filed
- 6,763
- Avg Receipts per Business
- $5.5B
- Annual Payroll (Total)
- $1.7B
- Avg Employees per Establishment
- 4.8
Sub-Industries
| Industry | Profit Margin |
|---|---|
| Open-End Investment Funds NAICS 52591 | N/A |
| Other Financial Vehicles NAICS 52599 | N/A |
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
53
Total Loan Volume
$52M
Avg Loan Size
$987K
Jobs Supported
935
Program Breakdown
7(a) 47 (89%)
504 6 (11%)
Top SBA Lender
Wells Fargo Bank National Association
5 loans in this industry
New Business Share
17.0% of borrowers were new/startup businesses
Annual Lending Trend (7 yrs)
2020 8
2021 12
2022 14
2023 5
2024 7
2025 5
2026 2
Frequently Asked Questions
What is the average revenue for Other Investment Pools and Funds?
$37.4B in total annual receipts across all Other Investment Pools and Funds businesses. Average per business: $5.5B.
How profitable is Other Investment Pools and Funds?
47.8% net profit margin, well above the national average.
How many businesses are in Other Investment Pools and Funds?
2,006 business establishments. Together they employ 9,639 workers.
What is the average payroll per employee in Other Investment Pools and Funds?
$173,124/yr average annual pay per employee. Businesses average 4.8 employees per establishment.
Which states have the most Other Investment Pools and Funds employment?
California leads with 1,583 workers. Texas (895) and Florida (624) round out the top three.
How much SBA lending does Other Investment Pools and Funds receive?
Other Investment Pools and Funds businesses received 53 SBA loans totaling $52 million between FY2020 and FY2026. The average loan size was $987K. These loans supported 935 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: Other Investment Pools and Funds reports a higher net margin than 98% of the 126 IRS-tracked industries at the same NAICS detail level. Its Census employment total exceeds 4% of that same 259-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 Other Investment Pools and Funds
- Net margin: 47.8% vs sector. Browse Finance and Insurance
- 2,006 establishments, 9,639 workers. Payroll benchmarks
- 53 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 5259 · 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.