Defined Benefit (Pension) · DOL Form 5500 · 2022
Burr & Forman LLP Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $57,074
- Avg per participant Low balance/head
Official DOL plan name: Burr & Forman LLP Cash Balance Plan · Sponsored by Burr & Forman LLP · Alabama · Professional & Technical Services
$9M in assets, 159 participants
Burr & Forman LLP's Burr & Forman LLP Cash Balance Plan reported $9M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,251 in Professional & Technical Services (21,562 peers)
Coverage in Alabama
Burr & Forman LLP Cash Balance Plan covers 159 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $9M.
- #13,251
- in Professional & Technical Services (21,562 peers)
- +23.8%
- assets growth YoY
Burr & Forman LLP Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers
Burr & Forman LLP Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,074,805 Top 37% higher than 63% of 139,123 filed plans
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 Cash Balance 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 Cash Balance Plan sits mid-pack in the medium band (159 participants).
Published 5500 schedule card
Filing strip 630322727 · Burr & Forman LLP PY 2022 · Defined Benefit (Pension)
Burr & Forman LLP Cash Balance Plan · $9M · 159 · 63rd
- ASSETS $9M
- ASSETS 159
- ASSETS 63rd
- ASSETS Defined Benefit (Pension)
- ASSETS near Pension Plan for Employees of Solvay Bank
- ASSETS ind #13251
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 Cash Balance Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 630322727 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 830 | $289M |
| 2023 | 3 | 928 | $359M |
| 2024 | 3 | 854 | $421M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 309
- Regions Financial Corporation Retirement Plan for Associates $700M · 2,672
- Blue Cross and Blue Shield of Alabama Retirement Plan $655M · 2,154
- Vulcan Materials Company Pension Plan $503M · 879
- American Cast Iron Pipe Company Pension Plan $432M · 869
Burr & Forman LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Solvay Bank in NY ($9M); by covered participants it is Joele Frank, Wilkinson Brimmer Katcher Vip Plan in NY (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Pension Plan for Employees of Solvay Bank (NY) $9M · 50
- Pension Plan for Hollister-Whitney Elevator Corporation Union Employees (IL) $9M · 186
- Castleberry's Food Company Retirement Plan (CA) $9M · 15
- The United Automobile, Aerospace and Agricultural Implement Workers of America & Its Local 1242 Mckinney Products Company Pension Plan (CT) $9M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Joele Frank, Wilkinson Brimmer Katcher Vip Plan (NY) 159 · 0 off
- Bss Retirement Plan (WA) 159 · 0 off
- Gulf Winds Credit Union Defined Benefit Plan and Trust (FL) 159 · 0 off
- Shure Incorporated Employees' Retirement Plan (IL) 159 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.