401(k) · DOL Form 5500 · 2024

Burr & Forman LLP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
87
Participants Small participant base
44th
Percentile by assets National rank
$66,002
Avg per participant Below avg 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

$6M in assets, 87 participants

Burr & Forman LLP's Burr & Forman LLP Employees' 401(k) Plan reported $6M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,528 in Professional & Technical Services (20,173 peers)

Burr & Forman LLP multi-year trail

Burr & Forman LLP's plans moved +45.6% in assets from 2022 to 2024; this filing shows Burr & Forman LLP Employees' 401(k) Plan at $6M / 87 participants.

#8,528
in Professional & Technical Services (20,173 peers)
+24.9%
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 2024 · DOL Form 5500

$5,742,146 44th percentile higher than 44% 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 Employees' 401(k) Plan among smaller 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 Employees' 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burr & Forman LLP Employees' 401(k) Plan reported participants fell from 145 in the plan year 2023 filing to 87 in the plan year 2024 filing.
  • Burr & Forman LLP Employees' 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Burr & Forman LLP Employees' 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

Burr & Forman LLP Employees' 401(k) Plan · $6M · 87 · 44th

  • BOY $6M
  • SCH 87
  • EBSA 44th
  • PART 401(k)
  • TYPE near Scottsdale Cultural Council 401(k) Profit Sharing Plan
  • NET ind #8528

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'…$6MScottsdale Cultural Council 401(k) Profit Sharing PlanScottsdale Cultural Council …$6MTok Commercial 401(k) Plan$6MJordan Carriers, Inc. Employees Savings TrustJordan Carriers, Inc. Employ…$6MTeam Hardinger Transportation 401(k) Retirement PlanTeam Hardinger Transportatio…$6M
End-of-year total assets ($M) among Burr & Forman LLP Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Burr & Forman LLP multi-year asset trail

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

Burr & Forman LLP filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN630322727
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

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. -10000010000200003000040000 -101234 Total assets ($B) Participants Burr & Forman LLP Employees' 401(k) Plan, Total assets ($B): 0.005742146 · Participants: 87Burr & Forman LLP Employees' 401(k) 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 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 Scottsdale Cultural Council 401(k) Profit Sharing Plan in AZ ($6M); by covered participants it is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Employees' 401(k) Plan assets move in 2024? ▼
Burr & Forman LLP Employees' 401(k) Plan grew sharply - up 24.9% during 2024, from $5M to $6M. Reported net income was $2M.
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 Scottsdale Cultural Council 401(k) Profit Sharing Plan in AZ ($6M, 126 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 Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants, N/A 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.