401(k) · DOL Form 5500 · 2022

Gerber/Taylor Capital Advisors LP 401(k) Plan

Data updated 2026-08-11

$50M
Total assets
44
Participants
88th
Percentile by assets
$1.1M
Avg per participant
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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.

  • 88th percentile by assets (of 139,126 plans)
  • #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.

$50M
total plan assets (2022 EOY)
44
covered participants
88th
percentile by assets (of 139,126 plans)
$1.1M
avg assets per participant

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.

Where Gerber/Taylor Associates 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

State
Tennessee
Industry
Finance & Insurance

Gerber/Taylor Associates 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Gerber/Taylor Associates 401(k) Profit Sharing Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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)

$44M$46M$48M$50M$52M 202220232024 $49.8M $50.5M ▲ +1.4%
Total plan assets by year, all Gerber/Taylor Capital Advisors LP plans on file
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 ($B) Participants Gerber/Taylor Associ…, Total assets ($B): 0.049750145 · Participants: 44Gerber/Taylor Associ…Fedex Corporation Re…, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Re…Hca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper …, Total assets ($B): 4.178827147 · Participants: 11839International Paper …Federal Express Corp…, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corp…Chs/Community Health…, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health…
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 S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gerber/Taylor Associates 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Gerber/Taylor Associates 401(k) Profit S…

Scale reading

Ways to act on Gerber/Taylor Associates 401(k) Profit Sharing Plan's numbers.

  • By total assets, Gerber/Taylor Associates 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
  • Gerber/Taylor Capital Advisors LP's sponsor-wide assets have grown 1.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.