401(k) · DOL Form 5500 · 2023

Burr & Forman LLP 401(k) Plan

Data updated 2026-08-25

$341M
Total assets Above avg plan size
626
Participants Below avg headcount
96th
Percentile by assets National rank
$545,159
Avg per participant High balance/head
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Official DOL plan name: Burr & Forman LLP Profit Sharing Plan · Sponsored by Burr & Forman LLP · Alabama · Professional & Technical Services

$341M in assets, 626 participants

Burr & Forman LLP's Burr & Forman LLP Profit Sharing Plan reported $341M in total assets and 626 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,809 in Professional & Technical Services (20,321 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, $341M for 626 participants (~$545,159/participant), up 23.3% in 2023.

#19,809
in Professional & Technical Services (20,321 peers)
+23.3%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Burr & Forman LLP Profit Sharing Plan's outsized position by total assets

Burr & Forman LLP Profit Sharing Plan vs every filed plan by assets

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

$341,269,544 Top 4% higher than 96% 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 Profit Sharing 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 Profit Sharing Plan sits mid-pack in the medium band (626 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burr & Forman LLP Profit Sharing Plan reported net income rose from -$57M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Burr & Forman LLP Profit Sharing Plan end-of-year assets rose from $277M in the plan year 2022 filing to $341M in the plan year 2023 filing.
  • Burr & Forman LLP Profit Sharing Plan reported participants rose from 526 in the plan year 2022 filing to 626 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 · 401(k)

Burr & Forman LLP Profit Sharing Plan · $341M · 626 · 96th

  • NET $341M
  • BOOK 626
  • VS-ST 96th
  • BOY 401(k)
  • SCH near Debevoise & Plimpton LLP Cash or Deferred Plan for Partners and Staff
  • EBSA ind #19809

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 Profit Sharing Plan in the asset neighbourhood

Debevoise & Plimpton LLP Cash or Deferred Plan for Partners and StaffDebevoise & Plimpton LLP Cas…$341MBurr & Forman LLP Profit Sharing PlanBurr & Forman LLP Profit Sha…$341MFlsmidth 401(k) Plan Trust$341MSystems Planning and Analysis, Inc. Profit Sharing Plan and TrustSystems Planning and Analysi…$341MBanc of California, Inc. 401(k) PlanBanc of California, Inc. 401…$341M
End-of-year total assets ($M) among Burr & Forman LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$277M
Net Assets (End of Year)$341M
Net Income$64M
Employer EIN630322727
Plan Effective Date1971-01-01
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 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 Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants Burr & Forman LLP Profit Sharing Plan, Total assets ($B): 0.341269544 · Participants: 626Burr & Forman LLP Profit Sharing 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 Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Burr & Forman LLP Profit Sharing Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Debevoise & Plimpton LLP Cash or Deferred Plan for Partners and Staff in NY ($341M); by covered participants it is Romac Industries, Inc. 401(k) & Profit Sharing Plan in WA (626 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (626 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 Profit Sharing Plan assets move in 2023? ▼
Burr & Forman LLP Profit Sharing Plan grew sharply - up 23.3% during 2023, from $277M to $341M. Reported net income was $64M.
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.
Where does Burr & Forman LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Burr & Forman LLP Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Burr & Forman LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Debevoise & Plimpton LLP Cash or Deferred Plan for Partners and Staff in NY ($341M, 756 participants).
Which 401(k) plans cover a similar participant headcount to Burr & Forman LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Romac Industries, Inc. 401(k) & Profit Sharing Plan in WA (626 participants, $36M 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.