401(k) · DOL Form 5500 · 2022
Burr & Forman LLP 401(k) Plan
Data updated 2026-08-11
- $277M
- Total assets
- 526
- Participants
- 97th
- Percentile by assets
- $526,234
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $277M
- total plan assets (2022 EOY)
- 526
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $526,234
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Burr & Forman LLP Profit Sharing Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $333M |
|---|---|
| Net Assets (End of Year) | $277M |
| Net Income | -$57M |
| Employer EIN | 630322727 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burr & Forman LLP)
| 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
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Burr & Forman LLP Profit Sharing Plan by total assets, not by location.
- Pipeline Industry Annuity 401(k) Trust (OK) $277M · 2,848
- Owens-Illinois, Inc. Long-Term Savings Plan (OH) $277M · 3,219
- Brand Share 401(k) Savings & Profit Sharing Plan (GA) $277M · 28,690
- Fisher & Phillips LLP Savings and Profit Sharing Plan (GA) $277M · 535
Frequently Asked Questions
How did Burr & Forman LLP Profit Sharing Plan assets move in 2022? ▼
How have Burr & Forman LLP plan assets changed over time? ▼
Where does Burr & Forman LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Burr & Forman LLP Profit Sharing Plan? ▼
Next read for Burr & Forman LLP Profit Sharing Plan
Scale reading
Ways to act on Burr & Forman LLP Profit Sharing Plan's numbers.
- By total assets, Burr & Forman LLP Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Burr & Forman LLP's sponsor-wide assets have grown 45.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans