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Pension Funds, Trusts & Financial Vehicles Industry Analysis

Identify industry changes, evaluate the market size, market outlook, trends, key players, and growth opportunities.

Contents Standard Report Premium Report
Industry Overview & Outlook . .
- Market Size
(industry trends)
. .
- Market Forecast   .
- Products/Services Breakdown   .
- Revenue per State . .
$ Financial Metrics . .
$ Salary & Compensation Benchmarks . .
@ Key Companies   .
- Industry News & Innovators   .
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2018 Market Analysis & Industry Outlook: Pension Funds, Trusts & Financial Vehicles

Overview: the U.S. Pension Funds, Trusts & Financial Vehicles Industry

This section provides answers to key questions about the industry:

  1. What is the total market size (industry revenue)?
  2. What is the industry outlook?
  3. Market Analysis: Is the market growing or declining, and how quickly?
  4. Are long-term forecasts positive or negative?
  5. What is the average company size in the industry?
  6. How many companies are in the industry?

Market Size & Industry Statistics

The total U.S. industry market size for Pension Funds, Trusts & Financial Vehicles: Industry statistics cover all companies in the United States, both public and private, ranging in size from small businesses to market leaders. In addition to revenue, the industry market analysis shows information on employees, companies, and average firm size.

Investors, banks, and business executives use growth rates and industry trends to understand the market outlook and opportunity.

market size 2018
Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Statistics 2012        2013        2014        2015        2016        2017
Market Size
(Total Sales/Revenue)

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Total Firms
Total Employees
Average Revenue Per Firm
Average Employees Per Firm
Statistics Source: U.S. Census, AnythingResearch Market Analysis

Market Forecast

Market forecasts show the long term industry outlook and future growth trends. The following five-year demand forecast projects both short-term and long-term trends.

market forecast

Forecast / Industry Outlook 2017 2018 2019 2020 2021 2022
Market Forecast ($ millions)
Projected Industry Growth Rate (%)
Source: AnythingResearch Economic Analysis

U.S. Geographic Distribution: Revenue Statistics by State

Market Size by State ($ millions) indicates how the industry's competition is distributed throughout the country. State-level information can identify areas with higher and lower industry market share than average.

U.S. map by state

Income Statement (Average Financial Metrics)

Financial metrics provide a snapshot view of a benchmark "average" company. Key business metrics show revenue and operating costs. The data collected covers both public and private companies.

Industry AveragePercent of Sales
(Industry Benchmark)
Total Revenue

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Operating Revenue
Cost of Goods Sold
Gross Profit

Operating Expenses
Pension, profit sharing plans, stock, annuity
Rent paid on business property
Charitable Contributions
Domestic production activities deduction
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit
Source: AnythingResearch Analysis of U.S. federal statistics

Financial Ratio Analysis

Financial ratio information can be used to benchmark how a Pension Funds, Trusts & Financial Vehicles company compares to its peers. Accounting statistics are calculated from the industry-average for income statements and balance sheets.

Profitability & Valuation RatiosIndustry Average
Company valuation can be measured based on the firm's own performance, as well as in comparison against its industry competitors. These metrics show how the average company in the Pension Funds, Trusts & Financial Vehicles industry is performing.
Profit Margin
Gross Profit Margin, Operating Profit Margin, and Net Profit Margin. Show company earnings relative to revenues.
Return on Equity (ROE)
Return on Equity (ROE) is net income as a percentage of shareholders' equity. Shareholders' Equity is defined as the company's total assets minus total liabilities. ROE shows how much profits a company generates with the money shareholders invested (or with retained earnings).
Return on Assets (ROA)
Return on Assets (ROA) is net income relative to total assets. The market research on Pension Funds, Trusts & Financial Vehicles measures how efficiently the company leverages its assets to generate profit. ROA is calculated as Net Income divided by Total Assets.

Liquidity RatiosIndustry Average
Bankers and suppliers use liquidity to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio
Measures a firm's ability to pay its debts over the next 12 months.
Quick Ratio (Acid Test)
Calculates liquid assets relative to liabilities, excluding inventories.

Efficiency Ratios - Key Performance IndicatorsIndustry Average
Measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio
If this number is low in your business when compared to the industry average in the research report, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.
Average Collection Period
Based on the Receivables Turnover, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover
Inventory Turnover
A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.
Fixed-Asset Turnover
Generally, higher is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.

Compensation & Salary Surveys for Employees

Compensation statistics provides an accurate assessment of industry-specific jobs and national salary averages. This information can be used to identify which positions are most common, and high, low, and average annual wages.

TitlePercent of WorkforceBottom Quartile Average (Median) SalaryUpper Quartile
Management Occupations 0%

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Chief Executives0%
General and Operations Managers0%
Business Operations Specialists 19%
Compensation, Benefits, and Job Analysis Specialists 6%
Compensation, Benefits, and Job Analysis Specialists 6%
Accountants and Auditors 5%
Accountants and Auditors 5%
Financial Analysts and Advisors 13%
Financial Analysts 7%
Personal Financial Advisors 6%
Sales and Related Occupations 14%
Sales Representatives, Services 12%
Securities, Commodities, and Financial Services Sales Agents 12%
Securities, Commodities, and Financial Services Sales Agents 12%
Office and Administrative Support Occupations 42%
Information and Record Clerks 14%
Brokerage Clerks 5%
Brokerage Clerks 5%
Other Office and Administrative Support Workers 14%
Source: Bureau of Labor Statistics

Pension Funds, Trusts & Financial Vehicles Industry Market Share [PREMIUM]

Largest companies in the industry and related industries, with private company revenue estimates.

CompanyAddressRevenue Estimate

Innovation News

  • Samuel Roberts Noble Foundation trademarks "THE SAMUEL ROBERTS NOBLE FOUNDATION" - Philanthropic and charitable services - 03/03/2018
  • FBL Financial Group trademarks "SIMPLE6 INCOME RIDER" - Insurance underwriting and administration services in the field of annuities - 02/16/2018
  • American National Insurance trademarks "ANA" - Computer application software for mobile phones, smart phones, and handheld computers - 12/01/2017
  • Samuel Roberts Noble Foundation patents Methods And Compositions For Stomata Regulation, Plant Immunity, And Drought Tolerance - 08/03/2017
  • Packet Digital raises $3 million in funding. - 12/14/2016
  • XCel Brands raises $14 million in funding. - 01/02/2015
  • Summit Healthcare Reit raises $150 million in funding. - 10/14/2014

  • Top Innovators

    CompanyInnovation Score
    Samuel Roberts Noble Foundation24
    FBL Financial Group
    American National Insurance

    Additional companies, details and innovation scoring in the full report.

    Latest Industry News

    • Mystery over missing N17b NSITF fund - The Nigeria Social Insurance Trust Fund ... as poll car which will be put at the disposal of the Board when it is inaugurated. Union at daggers drawn with Labour Minister Meanwhile, the Association of Senior Staff of Banks, Insurance and Financial ... (01/13/2018)
    • UPDATE 2-Dutch ABP pension fund to pull investments in tobacco, nuclear arms makers - AMSTERDAM, Jan 11 (Reuters) - ABP, the largest Dutch pension fund, plans to sell its remaining holdings ... a leading role in helping to discourage tobacco use and called on other financial institutions to follow suit. ”ABP has provided a good example ... (01/11/2018)
    • Port Talbot Steelworkers' Pensions The 'Grenfell' Of South Wales After Financial Vultures Swoop - Gewolb, a lawyer and ex-British merchant banker, founded the non-prime UK car finance industry. He is a consumer finance pundit and expert on areas like ‘Peer-to-Peer’ (P2P) lending who correctly called issues over Provident Financial. He argued that ... (01/06/2018)
    • Keep Politics Out of Retirement Funds - The ACCF report details the economically adverse effects of politically-correct investment decisions affecting the financial stability of the nation’s largest and most severely underfunded pension ... performance of other index funds, so a reduced ... (01/05/2018)
    • Pension Funds Ask: What to Buy When Nothing Is Cheap? - Retirement systems that manage money for firefighters, police officers, teachers and other public workers ... The goal of most pension funds is to pay for future benefits by earning 7% to 8% a year. After the 2008 financial crisis, many funds tried ... (01/01/2018)
    • Japanese Pension Fund to Shoulder Costs of Bank of Japan's Negative Rate - TOKYO (Reuters) - Japan's Government Pension Investment Fund (GPIF), the world's largest pension ... GPIF entrusts its deposits to a trust bank arm of Mitsubishi Financial Group <8306.T>, which had been wearing the cost of a 0.1 percent charge the BOJ ... (12/17/2017)
    • Public pension funds from N.Y., other states invested millions for Trump SoHo; arrangement draws new scrutiny for President - No other ... public pension fund. The pension funds’ money accounts for about half of the total capital CIM raised from its investors to invest in the properties in the fund, including the Trump SoHo, according to the pension funds’ financial records ... (04/26/2017)
    • Proposed limits on pension investment worries fund managers - The Pension Funds Association of Jamaica (PFAJ) is objecting to limitations currently being proposed on Type 1 pooled funds by the Financial ... Trust, which is cause for great concern from the association," said Sanya Goffe, director of the PFAJ. Other ... (07/09/2014)
    • Uganda: UAP Unit Trust Funds a Great Milestone - Mutebile - I am confident that this liberalization will provide a powerful stimulus to the growth of the pensions industry and other long term ... demand for the sort of financial products, such as Unit Trust Funds, which are suitable vehicles for the investment ... (09/23/2013)
    • Union Geniuses: Use Beleaguered Pension Funds to Finance Real Estate Rehab! - Bob Casey was even floating a bill that would make the federal government the backstop for pension funds – essentially committing to a bailout if the funds ran dry. But the brain trust at the ... with Deutsche Bank and other financial institutions ... (06/30/2011)

    Government Contracts

    In 2016, the federal government spent a total of $5,503,474 on Pension Funds, Trusts & Financial Vehicles. It has awarded 133 contracts to 34 companies, with an average value of $161,867 per company.   

    Top government vendors:

    CompanyFederal ContractsTotal Award Amount