Defined Benefit (Pension) · DOL Form 5500 · 2023

Burr & Forman LLP Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
157
Participants Small participant base
65th
Percentile by assets National rank
$84,188
Avg per participant Below avg balance/head
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Official DOL plan name: Burr & Forman LLP Cash Balance Plan · Sponsored by Burr & Forman LLP · Alabama · Professional & Technical Services

$13M in assets, 157 participants

Burr & Forman LLP's Burr & Forman LLP Cash Balance Plan reported $13M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,969 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Burr & Forman LLP Cash Balance Plan covers 157 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $13M.

#12,969
in Professional & Technical Services (20,321 peers)
+45.6%
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 2023 · DOL Form 5500

$13,217,440 Top 35% higher than 65% of 127,068 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 2023

Burr & Forman LLP Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 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 (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burr & Forman LLP Cash Balance Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Burr & Forman LLP Cash Balance Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Burr & Forman LLP Cash Balance Plan reported participants fell from 159 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630322727 · Burr & Forman LLP PY 2023 · Defined Benefit (Pension)

Burr & Forman LLP Cash Balance Plan · $13M · 157 · 65th

  • RANK $13M
  • PHOTO 157
  • IND 65th
  • EOY Defined Benefit (Pension)
  • 5500 near Merchants & Marine Bank Pension Plan
  • ASSETS ind #12969

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

Burr & Forman LLP Cash Balance PlanBurr & Forman LLP Cash Balan…$13MMerchants & Marine Bank Pension PlanMerchants & Marine Bank Pens…$13MJacuzzi Brands Corp. Pension PlanJacuzzi Brands Corp. Pension…$13MRetirement Plan for Bargaining Unit Employees of Landis+GyrRetirement Plan for Bargaini…$13MBank of America Retirement Plan for Dollar Paid Employees of Military Banking DivisionBank of America Retirement P…$13M
End-of-year total assets ($M) among Burr & Forman LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN630322727
Plan Effective Date2019-01-01
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 Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Burr & Forman LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -0.500.511.5 Total assets ($B) Participants Burr & Forman LLP Cash Balance Plan, Total assets ($B): 0.01321744 · Participants: 157Burr & Forman LLP Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Burr & Forman LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Burr & Forman LLP Cash Balance Plan side-by-side with 3 peers →

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 Merchants & Marine Bank Pension Plan in MS ($13M); by covered participants it is Massachusetts Medical Society Pension Plan in MA (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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.

Frequently Asked Questions

How did Burr & Forman LLP Cash Balance Plan assets move in 2023? ▼
Burr & Forman LLP Cash Balance Plan surged - up 45.6% during 2023, from $9M to $13M. Reported net income was $4M.
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.
Which Defined Benefit (Pension) plans are similar in size to Burr & Forman LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Merchants & Marine Bank Pension Plan in MS ($13M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Burr & Forman LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Massachusetts Medical Society Pension Plan in MA (157 participants, $146M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.