Powered by LevrNAICS 525110: Pension funds
NAICS 525110 is the industry code for pension funds. Use it on loan applications, tax forms and registrations. Explore financing for professional services and start your application when you are ready.
What 525110 covers
Pension funds are legal entities that hold assets and pay retirement benefits to plan participants. The code applies to the plan itself, not to the company that sponsors or administers it.
Included in this code
- Defined benefit pension plans
- Defined contribution plans
- Employee retirement funds
Not this code
- Pension plan administrators: see 524292 Pharmacy benefit management and other third party administration of insurance and pension funds
- Portfolio managers: see 523940 Portfolio management and investment advice
Businesses that use 525110
Financing for this trade
Pension funds pay benefits from contributions and investment returns and do not borrow for operations. Plan sponsors, administrators and investment managers carry the financing needs under their own codes.
Apply for funding with AIIs 525110 the right code for a pension fund?
Yes, if the entity is the pension plan or fund itself. Administrators and investment managers use 524292 or 523940. The closest alternatives are 525120 (health and welfare funds) and 524292 (pharmacy benefit management and other third party administration of insurance and pension funds). Use whichever matches your largest revenue stream, and keep it consistent across tax filings, SBA forms and lender applications.
What is the SBA size standard for 525110?
The SBA size standard for 525110 is $40M in average annual receipts. SBA averages total gross receipts over the last five completed fiscal years and adds in any affiliates under common control. A pension fund at or below that figure counts as small for federal small business contracts and other SBA size determinations, although lending and passive investment businesses are generally not eligible for SBA 7(a) loans.
Do pension funds use business financing?
Pension funds invest plan assets and generally do not borrow for operations. Plan sponsors fund contributions. Administrators and advisers serving plans have their own codes and financing needs. A broker who works with many lenders can line up bank, SBA and alternative offers side by side, which often matters more than chasing the lowest headline price.
What does NAICS 525110 cover?
Pension funds. Industry level code in NAICS 2022, under 52 Finance and insurance, 525 Funds, trusts, and other financial vehicles, 5251 Insurance and employee benefit funds, 52511 Pension funds.
What financing do NAICS 525110 businesses use?
Equipment financing, working capital, SBA loans and invoice factoring are the products placed most for professional services businesses. Start an application and the AI matches the deal to lenders that fund this code.
Where do I put NAICS 525110?
On the SBA loan application, on federal Schedule C or Form 1120, on SAM.gov and state registrations, and on most lender applications. A business can report more than one code; use this one if it describes what produces most of your revenue.