2025 Pension Funds, Trusts & Financial Vehicles Industry Report

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: US Census Bureau

Market Size and Industry Forecast

The Pension Funds, Trusts and Financial Vehicles industry report contains historical and forecasted statistics used by leading private equity firms and consultants. Market sizes from 2020 to 2030 reflect industry trends and growth patterns. Revenues include both public and private companies in the Pension Funds, Trusts & Financial Vehicles industry.

	Historical					Forecasted
	2020	2021	2022	2023	2024	2025	2026	2027	2028	2029	2030
Market Size (Total Revenue)
% Growth Rate
Number of Companies
Total Employees
Average Revenue per Company
Average Employees per Company

Source: U.S. government financial data



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.

Distribution by Company Size

Company Size	All Industries	Pension Funds, Trusts & Financial Vehicles
Small Business (< 5 Employees)
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:

• Cost of goods sold
• Compensation of officers
• Salaries and wages
• Employee benefit programs
• Rent paid
• Advertising and marketing budgets

The report includes a traditional income statement from an "average" company (both public and private companies included).

	Industry Average	Percent of Sales
Total Revenue
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

Financial Ratio Analysis

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

Financial Ratio	Industry Average
Profitability Ratios
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

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management Occupations	13%
Top Executives	5%
Chief Executives	0%
General and Operations Managers	4%
Operations Specialties Managers	6%
Financial Managers	5%
Financial Managers	5%
Business and Financial Operations Occupations	33%
Business Operations Specialists	12%
Claims Adjusters, Appraisers, Examiners, and Investigators	5%
Claims Adjusters, Examiners, and Investigators	5%
Compensation, Benefits, and Job Analysis Specialists	11%
Compensation, Benefits, and Job Analysis Specialists	11%
Financial Specialists	21%
Accountants and Auditors	5%
Accountants and Auditors	5%
Financial Analysts and Advisors	17%
Financial Analysts	6%
Personal Financial Advisors	8%
Computer and Mathematical Occupations	5%
Sales and Related Occupations	9%
Sales Representatives, Services	8%
Securities, Commodities, and Financial Services Sales Agents	6%
Securities, Commodities, and Financial Services Sales Agents	6%
Office and Administrative Support Occupations	32%
Financial Clerks	6%
Information and Record Clerks	6%
Customer Service Representatives	9%
Customer Service Representatives	9%
Secretaries and Administrative Assistants	10%
Secretaries and Administrative Assistants	10%
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive	8%
Other Office and Administrative Support Workers	9%
Office Clerks, General	7%
Office Clerks, General	7%

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

Company	Address	Revenue ($ Millions)