Profit Sharing · DOL Form 5500 · 2024

Gerber/Taylor Capital Advisors LP Profit Sharing Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
43
Participants Small participant base
84th
Percentile by assets National rank
$1.2M
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

$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.

  • #6,463 in Finance & Insurance (8,549 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, $50M for 43 participants (~$1.2M/participant), up 10.1% in 2024.

#6,463
in Finance & Insurance (8,549 peers)
+10.1%
assets growth 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 2024 · DOL Form 5500

$50,455,553 Top 16% higher than 84% of 123,620 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 2024

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

Plan-year 2024 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 (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 621422457 · Gerber/Taylor Capital Advisors LP PY 2024 · Profit Sharing

Gerber/Taylor Capital Advisors Profit Sharing Plan · $50M · 43 · 84th

  • BOOK $50M
  • VS-ST 43
  • BOY 84th
  • SCH Profit Sharing
  • EBSA near Pacific Realty Associates, L.P. Retirement Plan & Trust
  • PART ind #6463

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

Asbestos Workers Locals 80 and 51 Supplemental Pension PlanAsbestos Workers Locals 80 a…$51MTeamsters Local 676 and Employers Annuity FundTeamsters Local 676 and Empl…$50MGerber/Taylor Capital Advisors Profit Sharing PlanGerber/Taylor Capital Adviso…$50MPacific Realty Associates, L.P. Retirement Plan & TrustPacific Realty Associates, L…$50MPension Plan for Direct Labor EmployeesPension Plan for Direct Labo…$50M
End-of-year total assets ($M) among Gerber/Taylor Capital Advisors Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$50M
Net Income$5M
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 0100200300400500600 Total assets ($M) Participants Gerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 50.455553 · Participants: 43Gerber/Taylor Capital Advisors Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
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 Pacific Realty Associates, L.P. Retirement Plan & Trust in OR ($50M); by covered participants it is Desert Home Care Corp. Retirement Plan in AZ (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 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 123,622 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).
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 Desert Home Care Corp. Retirement Plan in AZ (43 participants, $640K in assets).

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.