401(k) · DOL Form 5500 · 2022

Gerber/Taylor Capital Advisors LP 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
44
Participants Small participant base
88th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Gerber/Taylor Associates 401(k) Profit Sharing Plan · Sponsored by Gerber/Taylor Capital Advisors LP · Tennessee · Finance & Insurance

$50M in assets, 44 participants

Gerber/Taylor Capital Advisors LP's Gerber/Taylor Associates 401(k) Profit Sharing Plan reported $50M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,481 in Finance & Insurance (9,261 peers)

Where Gerber/Taylor Associates 401(k) Profit Sharing Plan sits by assets

Gerber/Taylor Associates 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $50M for 44 participants (~$1.1M/participant), down 12.5% in 2022.

#7,481
in Finance & Insurance (9,261 peers)
-12.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gerber/Taylor Associates 401(k) Profit Sharing Plan's outsized position by total assets

Gerber/Taylor Associates 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$49,750,145 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Gerber/Taylor Associates 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerber/Taylor Associates 401(k) Profit Sharing Plan is a small filing (44 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 621422457 · Gerber/Taylor Capital Advisors LP PY 2022 · 401(k)

Gerber/Taylor Associates 401(k) Profit Sharing Plan · $50M · 44 · 88th

  • RANK $50M
  • PHOTO 44
  • IND 88th
  • EOY 401(k)
  • 5500 near Raising Cane's Retirement Savings Plan
  • ASSETS ind #7481

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Gerber/Taylor Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Pacific Coast Producers Profit Sharing and Thrift 401(k) PlanPacific Coast Producers Prof…$50MCtbc Bank Corp. (USA) 401(k) Profit Sharing PlanCtbc Bank Corp. (USA) 401(k)…$50MGerber/Taylor Associates 401(k) Profit Sharing PlanGerber/Taylor Associates 401…$50MRaising Cane's Retirement Savings PlanRaising Cane's Retirement Sa…$50MNebraska Orthopaedic Center, P.C. 401(k) Profit Sharing PlanNebraska Orthopaedic Center,…$50M
End-of-year total assets ($M) among Gerber/Taylor Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$50M
Net Income-$7M
Employer EIN621422457
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gerber/Taylor Capital Advisors LP)

Sponsor-wide plan assets over time

All Gerber/Taylor Capital Advisors LP plans reported in each filing year

Latest sponsor-wide plan assets
$50M 1.4179013950612607% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $49.8M $50.5M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 44 $50M
2023 1 40 $46M
2024 1 43 $50M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gerber/Taylor Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Gerber/Taylor Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.049750145 · Participants: 44Gerber/Taylor Associates 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Gerber/Taylor Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Gerber/Taylor Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gerber/Taylor Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Raising Cane's Retirement Savings Plan in TX ($50M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 participants); 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.

Frequently Asked Questions

How did Gerber/Taylor Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
Gerber/Taylor Associates 401(k) Profit Sharing Plan pulled back noticeably - down 12.5% during 2022, from $57M to $50M. Reported net income was -$7M.
How have Gerber/Taylor Capital Advisors LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerber/Taylor Capital Advisors LP's sponsor-wide assets grew 1.4%, from $50M to $50M.
Where does Gerber/Taylor Associates 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gerber/Taylor Associates 401(k) Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gerber/Taylor Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Raising Cane's Retirement Savings Plan in TX ($50M, 18,330 participants).
Which 401(k) plans cover a similar participant headcount to Gerber/Taylor Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621422457.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.