401(k) · DOL Form 5500 · 2023

Tabr Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$406,631
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Tabr Capital Management LLC · California · Finance & Insurance

$2M in assets, 4 participants

Tabr Capital Management LLC's Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,677 in Finance & Insurance (8,869 peers)

Tabr Capital Management LLC multi-year trail

Tabr Capital Management LLC's plans moved +49.5% in assets from 2022 to 2024; this filing shows Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust at $2M / 4 participants.

#1,677
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY

Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,626,522 28th percentile higher than 28% of 127,068 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 2023

Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$708K in the plan year 2022 filing to $301K in the plan year 2023 filing.
  • Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200494430 · Tabr Capital Management LLC PY 2023 · 401(k)

Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust · $2M · 4 · 28th

  • BOY $2M
  • BOY 4
  • BOY 28th
  • BOY 401(k)
  • BOY near National University College 401(k) Plan
  • BOY ind #1677

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 California →

Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Tabr Capital Management LLC 401(k) Profit Sharing Plan & TrustTabr Capital Management LLC …$2MNational University College 401(k) PlanNational University College …$2MPeralta Foods Inc. 401(k) PlanPeralta Foods Inc. 401(k) Pl…$2MBellofram Corporation Hourly 401(k) PlanBellofram Corporation Hourly…$2MMss Electronics Inc 401(k) Profit Sharing Plan & TrustMss Electronics Inc 401(k) P…$2M
End-of-year total assets ($M) among Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tabr Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tabr Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 49.54980367548455% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.33M $1.98M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 4 $2M
2024 1 4 $2M

Tabr Capital Management LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$301K
Employer EIN200494430
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001626522 · Participants: 4Tabr Capital Management LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is National University College 401(k) Plan in PR ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 22.7% during 2023, from $1M to $2M. Reported net income was $301K.
How have Tabr Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tabr Capital Management LLC's sponsor-wide assets grew 49.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is National University College 401(k) Plan in PR ($2M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200494430.

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.