Finance and Insurance ·NAICS 525990

NAICS 525990 · IRS SOI 2023 · Census CBP

Other Financial Vehicles - Industry Benchmarks

$167,622/yr average annual pay, with 25 SBA loans on record for NAICS 525990.

20.1%
Finance and Insurance sector margin
8K
Workers employed
$167,622/yr
Avg payroll / employee
$25M
SBA lending, FY20–26

Data updated July 2026

The verdict · NAICS 525990

California leads Other Financial Vehicles 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)
8K
Workers employed (Census CBP)
$167,622/yr
Avg payroll / employee
$25M
SBA lending, FY20–26

Benchmarking Insights for Other Financial Vehicles

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

1,652 establishments employ 7,819 workers (4.7/location) at $167,622/yr average annual pay. California leads employment, followed by Texas and Florida.

Employment

7,819

Total employees (Census CBP)

Avg Payroll / Employee

$167,622/yr

Annual compensation

Establishments

1,652

Business locations

Release-over-release change

What changed from Census CBP 2022 to 2023

Employment increased by 567; establishment count increased by 62. This comparison uses two published national Census County Business Patterns releases; suppressed fields are omitted rather than estimated.

Workforce scale

Financial Detail

Annual Payroll (Total)
$1.3B
Avg Employees per Establishment
4.7

Top States by Employment

State Employment
California 1,309
Texas 651
Florida 481
Illinois 316
Michigan 289
Pennsylvania 125
District of Columbia 95
Utah 89
Iowa 16
Missouri 12

Showing top 10 of 49 states

SBA Lending Activity

SBA FY2020–2026

SBA Loans Approved

25

Total Loan Volume

$25M

Avg Loan Size

$980K

Jobs Supported

326

Program Breakdown

7(a) 19 (76%)
504 6 (24%)

Top SBA Lender

Webster Bank National Association

2 loans in this industry

New Business Share

4.0% of borrowers were new/startup businesses

Annual Lending Trend (7 yrs)

2020
5
2021
6
2022
4
2023
3
2024
3
2025
3
2026
1

Frequently Asked Questions

How profitable is Other Financial Vehicles?
IRS SOI doesn't publish margin data at the NAICS 525990 level. California leads this industry nationally. The broader Finance and Insurance sector runs a 20.1% net margin (IRS SOI 2023).
How many businesses are in Other Financial Vehicles?
1,652 business establishments. Together they employ 7,819 workers.
What is the average payroll per employee in Other Financial Vehicles?
$167,622/yr average annual pay per employee. Businesses average 4.7 employees per establishment.
Which states have the most Other Financial Vehicles employment?
California leads with 1,309 workers. Texas (651) and Florida (481) round out the top three.
How much SBA lending does Other Financial Vehicles receive?
Other Financial Vehicles businesses received 25 SBA loans totaling $25 million between FY2020 and FY2026. The average loan size was $980K. These loans supported 326 jobs at origination. Most lending (76%) 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 11% 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 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 525990 · 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.