Profit Sharing · DOL Form 5500 · 2023

Gerber/Taylor Capital Advisors LP Profit Sharing Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
40
Participants Small participant base
85th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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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.

  • #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.

#6,782
in Finance & Insurance (8,869 peers)
-7.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

Gerber/Taylor Capital Advisors Profit Sharing Plan's outsized position by total assets

Gerber/Taylor Capital Advisors Profit Sharing Plan vs every filed plan by assets

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

$45,840,819 Top 15% higher than 85% 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

Gerber/Taylor Capital Advisors Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerber/Taylor Capital Advisors Profit Sharing Plan is a small filing (40 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 621422457 · Gerber/Taylor Capital Advisors LP PY 2023 · Profit Sharing

Gerber/Taylor Capital Advisors Profit Sharing Plan · $46M · 40 · 85th

  • IND $46M
  • EOY 40
  • 5500 85th
  • ASSETS Profit Sharing
  • PCT near Golden Valley Health Centers Retirement Plan
  • EIN ind #6782

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 Capital Advisors Profit Sharing Plan in the asset neighbourhood

Teamsters Local 676 and Employers Annuity FundTeamsters Local 676 and Empl…$46MFluor Puerto Rico Salaried Employees Retirement PlanFluor Puerto Rico Salaried E…$46MGerber/Taylor Capital Advisors Profit Sharing PlanGerber/Taylor Capital Adviso…$46MGolden Valley Health Centers Retirement PlanGolden Valley Health Centers…$46MDefined Contribution Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLPDefined Contribution Plan fo…$46M
End-of-year total assets ($M) among Gerber/Taylor Capital Advisors Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

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 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 Scatter plot of 6 data points. -20000200040006000 0100200300400500 Total assets ($M) Participants Gerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanIronworkers Local 808 Annuity Fund, Total assets ($M): 41.753302 · Participants: 637Ironworkers Local 808 Annuity Fund
Gerber/Taylor Capital Advisors Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Gerber/Taylor Capital Advisors Profit Sharing Plan side-by-side with 3 peers →

Gerber/Taylor Capital Advisors Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Golden Valley Health Centers Retirement Plan in CA ($46M); by covered participants it is Valley Oil Corporation Profit Sharing Plan in VA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 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).
Which Profit Sharing plans cover a similar participant headcount to Gerber/Taylor Capital Advisors Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Valley Oil Corporation Profit Sharing Plan in VA (40 participants, $1M 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 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.