401(k) · DOL Form 5500 · 2022

Simpson, Glick, & Burford, PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
39th
Percentile by assets National rank
$118,493
Avg per participant Near avg balance/head
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Official DOL plan name: Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan · Sponsored by Simpson, Glick, & Burford, PLLC · Alabama · Professional & Technical Services

$3M in assets, 23 participants

Simpson, Glick, & Burford, PLLC's Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan reported $3M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,709 in Professional & Technical Services (21,562 peers)

Simpson, Glick, & Burford, PLLC multi-year trail

Simpson, Glick, & Burford, PLLC's plans moved +16.1% in assets from 2022 to 2023; this filing shows Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan at $3M / 23 participants.

#7,709
in Professional & Technical Services (21,562 peers)
-22.5%
assets change YoY

The plan reported a net loss of $792K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,725,333 39th percentile higher than 39% of 139,123 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 2022

Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan is a small filing (23 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 753236034 · Simpson, Glick, & Burford, PLLC PY 2022 · 401(k)

Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan · $3M · 23 · 39th

  • TYPE $3M
  • TYPE 23
  • TYPE 39th
  • TYPE 401(k)
  • TYPE near Hampton Brown & Associates PC 401(k) Plan
  • TYPE ind #7709

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan in the asset neighbourhood

Simpson, Glick & Burford , PLLC - 401(k) Retirement PlanSimpson, Glick & Burford , P…$3MHampton Brown & Associates PC 401(k) PlanHampton Brown & Associates P…$3MSquare Grove LLC 401(k) Plan$3MSaint Louis Club 401(k) Savings PlanSaint Louis Club 401(k) Savi…$3MCapital Structures 401(k) Retirement Savings PlanCapital Structures 401(k) Re…$3M
End-of-year total assets ($M) among Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Simpson, Glick, & Burford, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Simpson, Glick, & Burford, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.133331229614875% vs 2022
2023 filing year
$2.6M$2.8M$3M$3.2M$3.4M 20222023 $2.73M $3.17M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 1 22 $3M

Simpson, Glick, & Burford, PLLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$792K
Employer EIN753236034
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan, Total assets ($B): 0.002725333 · Participants: 23Simpson, Glick & Burford , PLLC - 401(k) Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Hampton Brown & Associates PC 401(k) Plan in TX ($3M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan assets move in 2022?
Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan declined sharply - down 22.5% during 2022, from $4M to $3M. Reported net income was -$792K.
How have Simpson, Glick, & Burford, PLLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Simpson, Glick, & Burford, PLLC's sponsor-wide assets grew 16.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Hampton Brown & Associates PC 401(k) Plan in TX ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants, N/A in assets).