Profit Sharing · DOL Form 5500 · 2023

Tba Capital, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tba Capital, Inc. Retirement Plan · Sponsored by Tba Capital, Inc. · Texas · Management of Enterprises

$2M in assets, 1 participants

Tba Capital, Inc.'s Tba Capital, Inc. Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #185 in Management of Enterprises (1,137 peers)

Tba Capital, Inc. multi-year trail

Tba Capital, Inc.'s plans moved -19.3% in assets from 2022 to 2024; this filing shows Tba Capital, Inc. Retirement Plan at $2M / 1 participant.

#185
in Management of Enterprises (1,137 peers)
-5.9%
assets change YoY

The plan reported a net loss of $109K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tba Capital, Inc. Retirement Plan among the smaller filed plans by assets

Tba Capital, Inc. Retirement Plan vs every filed plan by assets

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

$1,728,743 29th percentile higher than 29% 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

Tba Capital, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tba Capital, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tba Capital, Inc. Retirement Plan reported net income rose from -$155K in the plan year 2022 filing to -$109K in the plan year 2023 filing.
  • Tba Capital, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 825216869 · Tba Capital, Inc. PY 2023 · Profit Sharing

Tba Capital, Inc. Retirement Plan · $2M · 1 · 29th

  • VS-ST $2M
  • VS-ST 1
  • VS-ST 29th
  • VS-ST Profit Sharing
  • VS-ST near The Lemoine Group, Inc. Profit Sharing Plan
  • VS-ST ind #185

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 Management of Enterprises retirement plans → · Plans in Texas →

Tba Capital, Inc. Retirement Plan in the asset neighbourhood

Tba Capital, Inc. Retirement PlanTba Capital, Inc. Retirement…$2MThe Lemoine Group, Inc. Profit Sharing PlanThe Lemoine Group, Inc. Prof…$2MWindance Wind Sports Inc. Retirement PlanWindance Wind Sports Inc. Re…$2MStar Community, Inc.$2MSan Juan Urology Retirement PlanSan Juan Urology Retirement …$2M
End-of-year total assets ($M) among Tba Capital, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tba Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tba Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.315173666033846% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.84M $1.48M ▼ -19.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $1M

Tba Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$109K
Employer EIN825216869
Plan Effective Date2018-04-17
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Tba Capital, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Tba Capital, Inc. Retirement Plan, Total assets ($B): 0.001728743 · Participants: 1Tba Capital, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Tba Capital, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Tba Capital, Inc. Retirement Plan side-by-side with 3 peers →

Tba Capital, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is The Lemoine Group, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Tba Capital, Inc. Retirement Plan assets move in 2023? ▼
Tba Capital, Inc. Retirement Plan pulled back noticeably - down 5.9% during 2023, from $2M to $2M. Reported net income was -$109K.
How have Tba Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tba Capital, Inc.'s sponsor-wide assets declined 19.3%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Tba Capital, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Lemoine Group, Inc. Profit Sharing Plan in CA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Tba Capital, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant, 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 825216869.

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.