Profit Sharing · DOL Form 5500 · 2022
Tba Capital, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Tba Capital, Inc. Retirement Plan · Sponsored by Tba Capital, Inc. · Texas · Management of Enterprises
$2M in assets, 1 participants
Tba Capital, Inc.'s Tba Capital, Inc. Retirement Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 32nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #227 in Management of Enterprises (1,193 peers)
Tba Capital, Inc. multi-year trail
Tba Capital, Inc.'s plans moved -19.3% in assets from 2022 to 2024; this filing shows Tba Capital, Inc. Retirement Plan at $2M / 1 participant.
- #227
- in Management of Enterprises (1,193 peers)
- -7.8%
- assets change YoY
The plan reported a net loss of $155K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tba Capital, Inc. Retirement Plan among the smaller filed plans by assets
Tba Capital, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,837,809 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tba Capital, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tba Capital, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 825216869 · Tba Capital, Inc. PY 2022 · Profit Sharing
Tba Capital, Inc. Retirement Plan · $2M · 1 · 32nd
- PCT $2M
- EIN 1
- RANK 32nd
- PHOTO Profit Sharing
- IND near The Founder's Fund
- EOY ind #227
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in Texas →
Tba Capital, Inc. Retirement Plan in the asset neighbourhood
Tba Capital, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Tba Capital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 19.315173666033846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $1M |
Tba Capital, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$155K |
| Employer EIN | 825216869 |
| Plan Effective Date | 2018-04-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Tba Capital, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is The Founder's Fund in SC ($2M); by covered participants it is Stephen C. Nippert, Dvm Profit Sharing Plan in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.