401(k) · DOL Form 5500 · 2023
Simpson, Glick, & Burford, PLLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $143,865
- Avg per participant Near avg balance/head
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, 22 participants
Simpson, Glick, & Burford, PLLC's Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan reported $3M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #6,779 in Professional & Technical Services (20,321 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 / 22 participants.
- #6,779
- in Professional & Technical Services (20,321 peers)
- +16.1%
- assets growth YoY
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 2023 · DOL Form 5500
$3,165,020 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 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 (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan reported net income rose from -$792K in the plan year 2022 filing to $440K in the plan year 2023 filing.
- Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan reported participants fell from 23 in the plan year 2022 filing to 22 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 753236034 · Simpson, Glick, & Burford, PLLC PY 2023 · 401(k)
Simpson, Glick & Burford , PLLC - 401(k) Retirement Plan · $3M · 22 · 36th
- PHOTO $3M
- IND 22
- EOY 36th
- 5500 401(k)
- ASSETS near Pcrk Services Company, LLC 401(k) Plan
- PCT ind #6779
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 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $3M |
| 2023 | 1 | 22 | $3M |
Simpson, Glick, & Burford, PLLC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $440K |
| Employer EIN | 753236034 |
| Plan Effective Date | 2007-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
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 Pcrk Services Company, LLC 401(k) Plan in AZ ($3M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.