Profit Sharing · DOL Form 5500 · 2023

Gerber/Taylor Capital Advisors LP Profit Sharing Plan

Data updated 2026-08-11

$46M
Total assets
40
Participants
85th
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Gerber/Taylor Capital Advisors Profit Sharing Plan · Sponsored by Gerber/Taylor Capital Advisors LP · Tennessee · Finance & Insurance

$46M in assets, 40 participants

Gerber/Taylor Capital Advisors LP's Gerber/Taylor Capital Advisors Profit Sharing Plan reported $46M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #6,782 in Finance & Insurance (8,869 peers)

Where Gerber/Taylor Capital Advisors Profit Sharing Plan sits by assets

Gerber/Taylor Capital Advisors Profit Sharing Plan sits in the top quartile of all filed plans by assets, $46M for 40 participants (~$1.1M/participant), down 7.9% in 2023.

$46M
total plan assets (2023 EOY)
40
covered participants
85th
percentile by assets (of 127,072 plans)
$1.1M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gerber/Taylor Capital Advisors Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Gerber/Taylor Capital Advisors Profit Sharing Plan reported participants fell from 44 in the plan year 2022 filing to 40 in the plan year 2023 filing.
  • Gerber/Taylor Capital Advisors Profit Sharing Plan end-of-year assets fell from $50M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Tennessee
Industry
Finance & Insurance

Gerber/Taylor Capital Advisors Profit Sharing Plan vs the 2023 asset distribution

By assets, Gerber/Taylor Capital Advisors Profit Sharing Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$46M
Net Income$6M
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 Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Gerber/Taylor Capital Advisors Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

Gerber/Taylor Capital Advisors Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300400500 Total assets ($M) Participants Gerber/Taylor Capita…Ballad Health 401(a)…Shreveport Electrica…New Orleans Electric…Ulps Employee Saving…Ironworkers Local 80…
Gerber/Taylor Capital Advisors Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Gerber/Taylor Capital Advisors Profit Sh… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Gerber/Taylor Capital Advisors Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Gerber/Taylor Capital Advisors Profit Sharing Plan assets move in 2023? ▼
Gerber/Taylor Capital Advisors Profit Sharing Plan pulled back noticeably - down 7.9% during 2023, from $50M to $46M. Reported net income was $6M.
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 Capital Advisors Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gerber/Taylor Capital Advisors Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Gerber/Taylor Capital Advisors Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Golden Valley Health Centers Retirement Plan in CA ($46M, 1,058 participants).

Next read for Gerber/Taylor Capital Advisors Profit Sh…

Scale reading

Ways to act on Gerber/Taylor Capital Advisors Profit Sharing Plan's numbers.

  • By total assets, Gerber/Taylor Capital Advisors 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 Profit Sharing 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 2023.

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.