Defined Benefit (Pension) · DOL Form 5500 · 2024

Burr & Forman LLP Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
159
Participants Small participant base
66th
Percentile by assets National rank
$102,122
Avg per participant Below avg balance/head
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Official DOL plan name: Burr & Forman LLP Cash Balance Plan · Sponsored by Burr & Forman LLP · Alabama · Professional & Technical Services

$16M in assets, 159 participants

Burr & Forman LLP's Burr & Forman LLP Cash Balance Plan reported $16M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,138 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Burr & Forman LLP Cash Balance Plan covers 159 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $16M.

#13,138
in Professional & Technical Services (20,173 peers)
+22.8%
assets growth YoY

Burr & Forman LLP Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Burr & Forman LLP Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,237,337 Top 34% higher than 66% 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 Cash Balance 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 Cash Balance Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burr & Forman LLP Cash Balance Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Burr & Forman LLP Cash Balance Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Burr & Forman LLP Cash Balance Plan reported participants rose from 157 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630322727 · Burr & Forman LLP PY 2024 · Defined Benefit (Pension)

Burr & Forman LLP Cash Balance Plan · $16M · 159 · 66th

  • SCH $16M
  • EBSA 159
  • PART 66th
  • TYPE Defined Benefit (Pension)
  • NET near Drivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension Trust
  • BOOK ind #13138

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 Cash Balance Plan in the asset neighbourhood

The North Ward Center, Inc. Retirement PlanThe North Ward Center, Inc. …$16MDrivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension TrustDrivers Union Local 753 Ib o…$16MBurr & Forman LLP Cash Balance PlanBurr & Forman LLP Cash Balan…$16MBetz Industries Pension Plan$16MPlumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597Plumbing & Heating Wholesale…$16M
End-of-year total assets ($M) among Burr & Forman LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN630322727
Plan Effective Date2019-01-01
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 Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Burr & Forman LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -0.500.511.5 Total assets ($B) Participants Burr & Forman LLP Cash Balance Plan, Total assets ($B): 0.016237337 · Participants: 159Burr & Forman LLP Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.152174116 · Participants: 282Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.711879241 · Participants: 1955Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.708134818 · Participants: 2240Regions Financial Corporation Retirement Plan for AssociatesRetail, Wholesale & Department Store International Union and Industry Pension Fund, Total assets ($B): 0.61892099 · Participants: 1556Retail, Wholesale & Department Store International Union and Industry Pension FundVulcan Materials Company Pension Plan, Total assets ($B): 0.471253992 · Participants: 740Vulcan Materials Company Pension Plan
Burr & Forman LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Burr & Forman LLP Cash Balance Plan side-by-side with 3 peers →

Burr & Forman LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Drivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension Trust in IL ($16M); by covered participants it is Southern Bank and Trust Company Pension Plan in NC (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Cash Balance Plan assets move in 2024? ▼
Burr & Forman LLP Cash Balance Plan grew sharply - up 22.8% during 2024, from $13M to $16M. Reported net income was $3M.
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 Defined Benefit (Pension) plans are similar in size to Burr & Forman LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Drivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension Trust in IL ($16M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Burr & Forman LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Bank and Trust Company Pension Plan in NC (159 participants, $91M 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.