Profit Sharing · DOL Form 5500 · 2024

Gerber/Taylor Capital Advisors LP Profit Sharing Plan

Data updated 2026-07-24

$50M
Total assets: 43
Participants: 84th
Percentile by assets: $1.2M
Avg per participant

Official DOL plan name: Gerber/Taylor Capital Advisors Profit Sharing Plan · Sponsored by Gerber/Taylor Capital Advisors LP · Tennessee · Finance & Insurance

$50M in assets, 43 participants

Gerber/Taylor Capital Advisors LP's Gerber/Taylor Capital Advisors Profit Sharing Plan reported $50M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

84th percentile by assets (of 116,472 plans)

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, $50M for 43 participants (~$1.2M/participant), up 10.1% in 2024.

$50M
total plan assets (2024 EOY): 43
covered participants: 84th
percentile by assets (of 116,472 plans): $1.2M
avg assets per participant

Gerber/Taylor Capital Advisors Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Gerber/Taylor Capital Advisors Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2023 filing to $50M in the plan year 2024 filing.
Gerber/Taylor Capital Advisors Profit Sharing Plan reported participants rose from 40 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Tennessee

Industry

Finance & Insurance

Gerber/Taylor Capital Advisors Profit Sharing Plan vs the 2024 asset distribution

By assets, Gerber/Taylor Capital Advisors Profit Sharing Plan outranks 84% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$46M
Net Assets (End of Year)	$50M
Net Income	$5M
Employer EIN	621422457
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Gerber/Taylor Capital Advisors LP)

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

Shreveport Electrical Industry Profit Sharing Plan $95M · 527
New Orleans Electrical Annuity Plan $88M · 1,393
Thompson Machinery Commerce Corp Profit Sharing Plan $58M · 944
Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan $49M · 2,124
University School of Nashville Retirement Plan $45M · 214

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.

Pacific Realty Associates, L.P. Retirement Plan & Trust (OR) $50M · 114
Teamsters Local 676 and Employers Annuity Fund (NJ) $50M · 325
Pension Plan for Direct Labor Employees (NY) $50M · 431
Bsa Lifestructures, Inc. 401(k) Plan (IN) $50M · 209

Frequently Asked Questions

How did Gerber/Taylor Capital Advisors Profit Sharing Plan assets move in 2024? ▼

Gerber/Taylor Capital Advisors Profit Sharing Plan grew at a solid clip - up 10.1% during 2024, from $46M to $50M. Reported net income was $5M.

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 84th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (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 Pacific Realty Associates, L.P. Retirement Plan & Trust in OR ($50M, 114 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 2024.

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.