NAICS Code 525920: Trusts, Estates, and Agency Accounts

National industry

SBA small business size standard: $40 million in average annual receipts

Definition

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.

Code facts

Contract obligations
$39,492 In FY2025

NAICS codes and definitions come from the U.S. Census Bureau, size standards from the SBA and contract spending from SAM.gov/FPDS.

Business activities under NAICS 525920

  • Bankruptcy estates
  • Personal estates (i.e., managing assets)
  • Personal investment trusts
  • Personal trusts
  • Private estates (i.e., administering on behalf of beneficiaries)
  • Testamentary trusts
  • Trusts, estates, and agency accounts

Looking for another activity? Search the NAICS code lookup or browse business activities from A to Z.

Contract obligations by fiscal year

Fiscal year Obligated
FY2027 To date $0
FY2026 $0
FY2025 $39,492

Contract opportunities

Notice Posted Due
Services to be provided for the completion of 1, 499 Probate Case Prep Packages at various BIA locations throughout the United States. Pre-Solicitation · Central Office (BIA)
"BUY INDIAN"ACT SET-ASIDE, BIA Probate Case Preparation Packages. Pre-Solicitation · Central Office (BIA)

Size standard history

Federal Register rules that named this code

Final rule Published Effective
Small Business Size Standards: Adjustment of Monetary-Based Size Standards, Disadvantage Thresholds, and 8(a) Eligibility Thresholds for Inflation 87 FR 69118 · 3245-AH93
Small Business Size Standards: Adjustment of Monetary-Based Size Standards for Inflation 84 FR 34261 · 3245-AH17
Small Business Size Standards: Inflation Adjustment to Monetary Based Size Standards 79 FR 33647 · 3245-AG60
Small Business Size Standards: Finance and Insurance and Management of Companies and Enterprises 78 FR 37409 · 3245-AG45
Small Business Size Standards: Inflation Adjustment to Size Standards, Business Loan Program, and Disaster Assistance Loan Program 73 FR 41237 · 3245-AF41
Small Business Size Standards, Inflation Adjustment to Size Standards; Business Loan Program; Disaster Assistance Loan Program 70 FR 72577 · 3245-AF41
Small Business Size Standards; Adoption of Size Standards by 2002 North American Industry Classification System for Size Standards 67 FR 56905 · 3245-AF00
Small Business Size Standards; Inflation Adjustment to Size Standards 67 FR 3041 · 3245-AE56
Small Business Size Regulations; Size Standards and the North American Industry Classification System 65 FR 30836

From the NAICS codes each rule's amendments to 13 CFR 121.201 name. Rules that print their size standard tables as images aren't listed.

Quick answers

What is NAICS 525920?

NAICS 525920 is Trusts, Estates, and Agency Accounts, a national industry in NAICS 52, Finance and Insurance.

What is the NAICS code for personal trusts?

The NAICS code for personal trusts is 525920, Trusts, Estates, and Agency Accounts.

What is the NAICS code for bankruptcy estates?

The NAICS code for bankruptcy estates is 525920, Trusts, Estates, and Agency Accounts.

What is the NAICS code for testamentary trusts?

The NAICS code for testamentary trusts is 525920, Trusts, Estates, and Agency Accounts.

When did the size standard for NAICS 525920 last change?

The most recent Federal Register rule on record that names NAICS 525920 in the SBA's size standards is "Small Business Size Standards: Adjustment of Monetary-Based Size Standards, Disadvantage Thresholds, and 8(a) Eligibility Thresholds for Inflation" (87 FR 69118), published Nov 17, 2022 and effective Dec 19, 2022.

What is the latest contract opportunity under NAICS 525920?

The latest contract opportunity under NAICS 525920 is Services to be provided for the completion of 1, 499 Probate Case Prep Packages at various BIA locations throughout the United States, pre-solicitation from Central Office (BIA), posted February 4, 2009.

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