401(k) · DOL Form 5500 · 2024

Burr & Forman LLP 401(k) Plan

Data updated 2026-08-25

$399M
Total assets Above avg plan size
608
Participants Below avg headcount
97th
Percentile by assets National rank
$656,906
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

$399M in assets, 608 participants

Burr & Forman LLP's Burr & Forman LLP Profit Sharing Plan reported $399M in total assets and 608 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,679 in Professional & Technical Services (20,173 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, $399M for 608 participants (~$656,906/participant), up 17.0% in 2024.

#19,679
in Professional & Technical Services (20,173 peers)
+17.0%
assets growth YoY
4.0×
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 2024 · DOL Form 5500

$399,399,068 Top 3% higher than 97% of 123,620 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 2024

Burr & Forman LLP Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 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 (608 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burr & Forman LLP Profit Sharing Plan end-of-year assets rose from $341M in the plan year 2023 filing to $399M in the plan year 2024 filing.
  • Burr & Forman LLP Profit Sharing Plan reported net income fell from $64M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Burr & Forman LLP Profit Sharing Plan reported participants fell from 626 in the plan year 2023 filing to 608 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 630322727 · Burr & Forman LLP PY 2024 · 401(k)

Burr & Forman LLP Profit Sharing Plan · $399M · 608 · 97th

  • BOOK $399M
  • VS-ST 608
  • BOY 97th
  • SCH 401(k)
  • EBSA near Avi Systems, Inc. Employee Stock Ownership Plan
  • PART ind #19679

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

Ardagh North America Bargaining 401(k) PlanArdagh North America Bargain…$400MAvi Systems, Inc. Employee Stock Ownership PlanAvi Systems, Inc. Employee S…$399MBurr & Forman LLP Profit Sharing PlanBurr & Forman LLP Profit Sha…$399MSouthern Illinois Healthcare Retirement Savings PlanSouthern Illinois Healthcare…$399MZenith 401(k) Plan$399M
End-of-year total assets ($M) among Burr & Forman LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$341M
Net Assets (End of Year)$399M
Net Income$58M
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. -10000010000200003000040000 01234 Total assets ($B) Participants Burr & Forman LLP Profit Sharing Plan, Total assets ($B): 0.399399068 · Participants: 608Burr & Forman LLP Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-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 Avi Systems, Inc. Employee Stock Ownership Plan in KS ($399M); by covered participants it is Laerdal Medical Corporation 401(k) Profit Sharing Plan in NY (608 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($399M here).

Similar participant headcount

Nearest other-state filings by covered participants (608 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Burr & Forman LLP Profit Sharing Plan grew sharply - up 17.0% during 2024, from $341M to $399M. Reported net income was $58M.
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 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Avi Systems, Inc. Employee Stock Ownership Plan in KS ($399M, 1,013 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 Laerdal Medical Corporation 401(k) Profit Sharing Plan in NY (608 participants, $70M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.