Pension Funds, Trusts & Financial Vehicles Industry - Market Size, Trends, and Growth - 2025-2030

Industry Overview

Industries in the Funds, Trusts, and Other Financial Vehicles subsector group legal entities (i.e., funds, plans, and/or programs) organized to pool securities or other assets on behalf of shareholders or beneficiaries of employee benefit or other trust funds. The portfolios are customized to achieve specific investment characteristics, such as diversification, risk, rate of return, and price volatility. These entities earn interest, dividends, and other investment income, but have little or no employment and no revenue from the sale of services. Establishments with employees devoted to the management of funds are classified in Industry Group 5239, Other Financial Investment Activities. Establishments primarily engaged in holding the securities of (or other equity interests in) other firms are classified in Sector 55, Management of Companies and Enterprises. Equity real estate investment trusts (REITs) that are primarily engaged in leasing buildings, dwellings, or other real estate property to others are classified in Subsector 531, Real Estate.
Source: U.S. Census Bureau

Market Size and Industry Forecast

This research report analyzes the market size and trends in the Pension Funds, Trusts and Financial Vehicles industry. It shows overall market size from 2020 to the present, and predicts industry growth through 2030. Revenues data include both public and private companies.

HistoricalForecasted
20202021202220232024202520262027202820292030
Market Size (Total Revenue)

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% Growth Rate
Number of Companies
Total Employees
Average Revenue per Company
Average Employees per Company
Source: U.S. government financial data

Industry Revenue ($ Billions)

Industry Market Size
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023
  • 2024


Advanced econometric models forecast five years of industry growth based on short- and long-term trend analysis. Market size includes revenue generated from all products and services sold within the industry.

Geographic Breakdown by U.S. State

Market size by state reveals local opportunity through the number of companies located in the region. Each state's growth rate is affected by regional economic conditions. Data by state can be used to pinpoint profitable and nonprofitable locations for Pension Funds, Trusts & Financial Vehicles companies in the United States.

Pension Funds, Trusts & Financial Vehicles Revenue by State

Market Size by State

Distribution by Company Size

Company SizeAll IndustriesPension Funds, Trusts & Financial Vehicles
Small Business (< 5 Employees)

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Small Business (5 - 20)
Midsized Business (20 - 100)
Large Business (100 - 500)
Enterprise (> 500)

Pension Funds, Trusts & Financial Vehicles Industry Income Statement (Average Financial Metrics)

Financial statement analysis determines averages for the following industry forces:
The report includes a traditional income statement from an "average" company (both public and private companies included).

Industry AveragePercent of Sales
Total Revenue

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Operating Revenue
Cost of Goods Sold (COGS)
Gross Profit
Operating Expenses
Operating Income
Non-Operating Income
Earnings Before Interest and Taxes (EBIT)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit


Average Income Statement

Average Income Statement

Cost of Goods Sold

Salaries, Wages, and Benefits

Rent

Advertising

Depreciation and Amortization

Officer Compensation

Net Income


Financial Ratio Analysis

Financial ratios allow a company's performance to be compared against that of its peers.

Financial RatioIndustry Average
Profitability Ratios

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Profit Margin
ROE
ROA
Liquidity Ratios
Current Ratio
Quick Ratio
Activity Ratios
Average Collection Period
Asset Turnover Ratio
Receivables Turnover Ratio
Inventory Conversion Ratio

Pension Funds, Trusts & Financial Vehicles Industry Compensation and Salary Surveys

TitlePercent of WorkforceBottom QuartileAverage (Median) SalaryUpper Quartile
Management Occupations13%

Top Executives5%
Chief Executives0%
General and Operations Managers4%
Operations Specialties Managers6%
Financial Managers5%
Financial Managers5%
Business and Financial Operations Occupations33%
Business Operations Specialists12%
Claims Adjusters, Appraisers, Examiners, and Investigators5%
Claims Adjusters, Examiners, and Investigators5%
Compensation, Benefits, and Job Analysis Specialists11%
Compensation, Benefits, and Job Analysis Specialists11%
Financial Specialists21%
Accountants and Auditors5%
Accountants and Auditors5%
Financial Analysts and Advisors17%
Financial Analysts6%
Personal Financial Advisors8%
Computer and Mathematical Occupations5%
Sales and Related Occupations9%
Sales Representatives, Services8%
Securities, Commodities, and Financial Services Sales Agents6%
Securities, Commodities, and Financial Services Sales Agents6%
Office and Administrative Support Occupations32%
Financial Clerks6%
Information and Record Clerks6%
Customer Service Representatives9%
Customer Service Representatives9%
Secretaries and Administrative Assistants10%
Secretaries and Administrative Assistants10%
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive8%
Other Office and Administrative Support Workers9%
Office Clerks, General7%
Office Clerks, General7%

Government Contracts

The federal government spent an annual total of $5,503,474 on the pension funds, trusts & financial vehicles industry. It has awarded 133 contracts to 34 companies, with an average value of $161,867 per company.

Top Companies in Pension Funds, Trusts & Financial Vehicles and Adjacent Industries

CompanyAddressRevenue
($ Millions)





Order the Report on Pension Funds, Trusts & Financial Vehicles
PublisherPell Research
GeographyUnited States
Publication DateMarch 2025
Report FormatPDF Download  PDF
Price

Pension Funds, Trusts & Financial Vehicles Report Contents
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