401(k) · DOL Form 5500 · 2023
Burr & Forman LLP 401(k) Plan
Data updated 2026-08-11
- $341M
- Total assets
- 626
- Participants
- 96th
- Percentile by assets
- $545,159
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $341M
- total plan assets (2023 EOY)
- 626
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $545,159
- avg assets per participant
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.
Burr & Forman LLP Profit Sharing Plan vs the 2023 asset distribution
By assets, Burr & Forman LLP Profit Sharing Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $277M |
|---|---|
| Net Assets (End of Year) | $341M |
| Net Income | $64M |
| Employer EIN | 630322727 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burr & Forman LLP)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Burr & Forman LLP Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Burr & Forman LLP Profit Sharing Plan assets move in 2023? ▼
How have Burr & Forman LLP plan assets changed over time? ▼
Where does Burr & Forman LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Burr & Forman LLP Profit Sharing Plan
Scale reading
Ways to act on Burr & Forman LLP Profit Sharing Plan's numbers.
- By total assets, Burr & Forman LLP Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Burr & Forman LLP's sponsor-wide assets have grown 45.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans