401(k) · DOL Form 5500 · 2023

Burr & Forman LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
145
Participants Small participant base
43rd
Percentile by assets National rank
$31,707
Avg per participant Low balance/head
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Official DOL plan name: Burr & Forman LLP Employees' 401(k) Plan · Sponsored by Burr & Forman LLP · Alabama · Professional & Technical Services

$5M in assets, 145 participants

Burr & Forman LLP's Burr & Forman LLP Employees' 401(k) Plan reported $5M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,195 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Burr & Forman LLP Employees' 401(k) Plan covers 145 participants in Alabama, about 40% of the average Alabama filer (state average ~360 per filing). Assets: $5M.

#8,195
in Professional & Technical Services (20,321 peers)
+30.3%
assets growth YoY

Burr & Forman LLP Employees' 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Burr & Forman LLP Employees' 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,597,575 43rd percentile higher than 43% 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 Employees' 401(k) 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 Employees' 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burr & Forman LLP Employees' 401(k) Plan reported net income rose from $139K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Burr & Forman LLP Employees' 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630322727 · Burr & Forman LLP PY 2023 · 401(k)

Burr & Forman LLP Employees' 401(k) Plan · $5M · 145 · 43rd

  • ASSETS $5M
  • ASSETS 145
  • ASSETS 43rd
  • ASSETS 401(k)
  • ASSETS near Hi Management, LLC 401(k) Plan
  • ASSETS ind #8195

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 Employees' 401(k) Plan in the asset neighbourhood

Burr & Forman LLP Employees' 401(k) PlanBurr & Forman LLP Employees'…$5MHi Management, LLC 401(k) PlanHi Management, LLC 401(k) Pl…$5MAustin County State Bank 401(k) Employee Stock Ownership PlanAustin County State Bank 401…$5MForever Orange 401(k) Plan$5MRegional Emergency Medical Services Authority 401(k) PlanRegional Emergency Medical S…$5M
End-of-year total assets ($M) among Burr & Forman LLP Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN630322727
Plan Effective Date2006-08-01
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 Employees' 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Burr & Forman LLP Employees' 401(k) Plan, Total assets ($B): 0.004597575 · Participants: 145Burr & Forman LLP Employees' 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Burr & Forman LLP Employees' 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Burr & Forman LLP Employees' 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Hi Management, LLC 401(k) Plan in MS ($5M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Employees' 401(k) Plan assets move in 2023? ▼
Burr & Forman LLP Employees' 401(k) Plan surged - up 30.3% during 2023, from $4M to $5M. Reported net income was $1M.
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 401(k) plans are similar in size to Burr & Forman LLP Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hi Management, LLC 401(k) Plan in MS ($5M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Burr & Forman LLP Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A 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.