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NAICS 525920: Trusts, Estates, and Agency Accounts

Trusts, Estates, and Agency Accounts is NAICS code 525920. A business is small under it with $40 million or less in average annual receipts. No federal contracts are open under this code right now.

SBA size standard
$40 million or less in average annual receipts
Open contracts now
0
Small businesses registered
103
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What NAICS 525920 covers

The Census Bureau's NAICS index lists these kinds of work under 525920:

  • Bankruptcy estates
  • Personal estates (i.e., managing assets)
  • Personal investment trusts
  • Personal trusts
  • Private estates (i.e., administering on behalf of beneficiaries)
  • Settlement trust funds
  • Testamentary trusts

Read the full definition, including what's excluded, on census.gov.

SBA size standard for 525920

To count as a small business for a contract assigned NAICS 525920, your business must have $40 million or less in average annual receipts. Receipts are averaged over your last five completed fiscal years.

From SBA's table of size standards, effective Mar 17, 2023. Confirm it with SBA's size standards tool before you certify your size.

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Your competition

103 businesses with active SAM.gov registrations are rated small under NAICS 525920, most of them in Florida (17), Georgia (11), Texas (10), Virginia (8) and Maryland (6). Look any of them up with the free CAGE code and UEI lookup.

Related NAICS codes

Frequently asked questions

What is NAICS code 525920?

525920 is the 2022 NAICS code for Trusts, Estates, and Agency Accounts. The Census Bureau's index lists work such as bankruptcy estates, personal estates (i.e., managing assets), personal investment trusts under it. Federal contracting uses the 2022 codes.

What is the SBA size standard for NAICS 525920?

$40 million or less in average annual receipts. A business at or under that is small for contracts assigned this code. The current SBA table took effect Mar 17, 2023.

Are there government contracts for trusts, estates, and agency accounts?

None are open on SAM.gov right now, but new notices post daily. You can set up a free alert for this code.

How do I add NAICS code 525920 to my SAM.gov registration?

Update your entity registration on SAM.gov and add the code on the Goods and Services page, in the Assertions section. You can list several NAICS codes and mark one as your primary. Changes are free.

Keep going

FedReady is an independent company, not affiliated with SBA, SAM.gov, the Census Bureau or any government agency. Open-contract counts come from SAM.gov and update daily; spending figures come from USAspending.gov.