NAICS Code 525990 — Other Financial Vehicles
National Industry in the official 2022 North American Industry Classification System (U.S. Census Bureau). It is the only national industry under 52599 (Other Financial Vehicles).
| Code | 525990 |
|---|---|
| Title | Other Financial Vehicles |
| Level | National Industry (6-digit) |
| Edition | NAICS 2022 edition |
| SBA size standard | $40 million in average annual receipts |
Official definition (2022 NAICS)
This industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts)). Included in this industry are mortgage real estate investment trusts (REITs).
Illustrative Examples:
Closed-end investment funds
Special purpose financial vehicles
Collateralized mortgage obligations (CMOs)
Unit investment trust funds
Face-amount certificate funds
Mortgage real estate investment trusts (REITs)
Real estate mortgage investment conduits (REMICs)
Cross-References.
Is a business under 525990 "small"?
Under the SBA size standards (13 CFR 121.201, effective March 17, 2023), a business classified in NAICS 525990 qualifies as a small business if it does not exceed $40 million in average annual receipts. Small-business status determines eligibility for federal set-aside contracts, SAM.gov certifications and SBA loan programs — receipts are averaged over the latest 5 fiscal years.
Where 525990 sits in the hierarchy
| Level | Code | Title |
|---|---|---|
| Sector | 52 | Finance and Insurance |
| Subsector | 525 | Funds, Trusts, and Other Financial Vehicles |
| Industry Group | 5259 | Other Investment Pools and Funds |
| NAICS Industry | 52599 | Other Financial Vehicles |
| National Industry | 525990 | Other Financial Vehicles |
Related SIC codes
Via the official U.S. Census concordance (1987 SIC ↔ NAICS), shown only where the industry definition is unchanged in NAICS 2022.
| SIC code | Title |
|---|---|
6371 | Pension, Health, and Welfare Funds |
6726 | Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices |
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Data: official 2022 NAICS structure, descriptions and Census concordances, U.S. Census Bureau — U.S. government works in the public domain (17 U.S.C. §105). Suggested reference, not an official determination.