401(k) · DOL Form 5500 · 2022

Burr & Forman LLP 401(k) Plan

Data updated 2026-08-25

$277M
Total assets Near avg plan size
526
Participants Below avg headcount
97th
Percentile by assets National rank
$526,234
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burr & Forman LLP Profit Sharing Plan · Sponsored by Burr & Forman LLP · Alabama · Professional & Technical Services

$277M in assets, 526 participants

Burr & Forman LLP's Burr & Forman LLP Profit Sharing Plan reported $277M in total assets and 526 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #21,026 in Professional & Technical Services (21,562 peers)

Where Burr & Forman LLP Profit Sharing Plan sits by assets

Burr & Forman LLP Profit Sharing Plan sits in the top 5% of all filed plans by assets, $277M for 526 participants (~$526,234/participant), down 16.9% in 2022.

#21,026
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY
2.8×
vs typical plan assets (national mean)

The plan reported a net loss of $57M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burr & Forman LLP Profit Sharing Plan's outsized position by total assets

Burr & Forman LLP Profit Sharing Plan vs every filed plan by assets

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

$276,799,166 Top 3% higher than 97% 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

Burr & Forman LLP Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burr & Forman LLP Profit Sharing Plan sits mid-pack in the medium band (526 participants).

DOL schedule card

Filing strip 630322727 · Burr & Forman LLP PY 2022 · 401(k)

Burr & Forman LLP Profit Sharing Plan · $277M · 526 · 97th

  • BOY $277M
  • SCH 526
  • EBSA 97th
  • PART 401(k)
  • TYPE near Pipeline Industry Annuity 401(k) Trust
  • NET ind #21026

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 →

Burr & Forman LLP Profit Sharing Plan in the asset neighbourhood

Owens-Illinois, Inc. Long-Term Savings PlanOwens-Illinois, Inc. Long-Te…$277MBurr & Forman LLP Profit Sharing PlanBurr & Forman LLP Profit Sha…$277MPipeline Industry Annuity 401(k) TrustPipeline Industry Annuity 40…$277MBrand Share 401(k) Savings & Profit Sharing PlanBrand Share 401(k) Savings &…$277MFisher & Phillips LLP Savings and Profit Sharing PlanFisher & Phillips LLP Saving…$277M
End-of-year total assets ($M) among Burr & Forman LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$333M
Net Assets (End of Year)$277M
Net Income-$57M
Employer EIN630322727
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burr & Forman LLP)

Sponsor-wide plan assets over time

All Burr & Forman LLP plans reported in each filing year

Latest sponsor-wide plan assets
$421M 45.603554690566675% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $289M $421M ▲ +45.6%
Year Plans Participants Total Assets
2022 3 830 $289M
2023 3 928 $359M
2024 3 854 $421M

Nearby 401(k) Plans in Alabama

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

Burr & Forman LLP Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.53 Total assets ($B) Participants Burr & Forman LLP Profit Sharing Plan, Total assets ($B): 0.276799166 · Participants: 526Burr & Forman LLP Profit Sharing 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
Burr & Forman LLP Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Burr & Forman LLP Profit Sharing Plan side-by-side with 3 peers →

Burr & Forman LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Pipeline Industry Annuity 401(k) Trust in OK ($277M); by covered participants it is Burger Brothers Restaurant Group 401(k) Plan in NY (526 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (526 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 Burr & Forman LLP Profit Sharing Plan assets move in 2022? ▼
Burr & Forman LLP Profit Sharing Plan declined sharply - down 16.9% during 2022, from $333M to $277M. Reported net income was -$57M.
How have Burr & Forman LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burr & Forman LLP's sponsor-wide assets grew 45.6%, from $289M to $421M.
Where does Burr & Forman LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Burr & Forman LLP Profit Sharing Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Burr & Forman LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pipeline Industry Annuity 401(k) Trust in OK ($277M, 2,848 participants).
Which 401(k) plans cover a similar participant headcount to Burr & Forman LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burger Brothers Restaurant Group 401(k) Plan in NY (526 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630322727.

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.