525920 — Trusts, Estates, and Agency Accounts
Description
This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement (as defined in the official U.S. Census Bureau 2022 NAICS Manual).
Illustrative Examples
- Bankruptcy estates
- Private estates (i.e., administering on behalf of beneficiaries)
- Personal investment trusts
- Testamentary trusts
Exclusions & Cross-References
- Managing portfolios of trusts--are classified in Industry 523940, Portfolio Management and Investment
- Advice;
- Administering personal estates--are classified in U.S. Industry 523991, Trust, Fiduciary, and Custody
- Activities; and
- Operating businesses of trusts and bankruptcy estates--are classified according to the kind of business
- operated.
- FINANCE AND INSURANCE 439
Overview Facts
Legacy SIC Concordance
Trace the historical mapping chain from the 1987 Standard Industrial Classification (SIC) to the modern 2022 NAICS code format.
- SIC 6733 - Trusts, Except Educational, Religious, and Charitable (via SIC1987:6733→NAICS1997:52592→2002:525920→2007:525920→2012:525920→2017:525920→2022:525920)
Suggested Product Service Codes (Advisory)
The following Product Service Codes (PSCs) are advisory suggestions aligned with this NAICS code. Note: NAICS and PSC codes map to different dimensions of procurement (industry vs. product/service). There is no official binding 1:1 crosswalk.
- PSC R710 — Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Source: DoD DPCAP PSC Selection Tool (Ingested: 2026-06-29)
Frequently Asked Questions (FAQ)
Is NAICS code 525920 valid in 2022? ▾
Yes, 525920 is a valid 6-digit 2022 NAICS national industry code representing 'Trusts, Estates, and Agency Accounts' under Sector 52 in the official classification index.
What is the SBA size standard for NAICS code 525920? ▾
The Small Business Administration (SBA) has established a small business size standard of $40,000,000 for NAICS code 525920 (Trusts, Estates, and Agency Accounts), calculated based on receipts.
What is the legacy SIC equivalent for NAICS 525920? ▾
According to official Census Bureau concordance tables, NAICS code 525920 (Trusts, Estates, and Agency Accounts) maps to legacy 1987 Standard Industrial Classification (SIC) codes: 6733 - Trusts, Except Educational, Religious, and Charitable.
Related Pages & Tools
Further regulatory reference links for NAICS code 525920:
- Sector 52 Directory Hub — List of related industries in the Finance and Insurance sector.
- SIC ↔ NAICS Crosswalk Tool — Look up mappings between legacy SIC codes and modern classifications.
- NAICS 525920 to SIC Crosswalk — Bidirectional mapping to legacy SIC codes (Trusts, Estates, and Agency Accounts).
- SBA Size Standards Guide — Complete rules and averaging periods for small business classifications.
- Calculating Annual Receipts Guide — Detailed worked example of revenue calculation rules.
- IRS Principal Business Activity Guide — How NAICS codes map to corporate and entity tax filings.