Employer · plans filed under one EIN
Burr & Forman LLP
Birmingham, AL · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Burr & Forman LLP, based in Birmingham, Alabama, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 1,136 participant records and $421M in net assets.
The largest is Burr & Forman LLP Profit Sharing Plan, a 401(k) plan with 808 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $15.3M and participant contributions $8.3M in the latest plan years; benefits paid were $23.7M. Schedule C compensation reported to service provider organisations totalled $243K.
Combined net assets moved from $70.6M in 2009 to $421M in 2024 (up 496%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Burr & Forman LLP Profit Sharing Plan | 401(k) plan | 2024 | 808 | $399M | $494,306 | $16,799 | $173K |
| Burr & Forman LLP Employees' 401(k) Plan | 401(k) plan | 2024 | 169 | $5.7M | $33,977 | $3,243 | $8,172 |
| Burr & Forman LLP Cash Balance Plan | cash balance pension plan | 2024 | 159 | $16.2M | $102,122 | $31,098 | $61K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 1,136 | $421M | $15.3M | $8.3M |
| 2023 | 3 | 1,209 | $359M | $15.2M | $7.9M |
| 2022 | 3 | 1,122 | $289M | $14.3M | $7.3M |
| 2021 | 2 | 917 | $338M | $8.8M | $6.6M |
| 2020 | 2 | 917 | $294M | $8.4M | $6.3M |
| 2019 | 2 | 1,082 | $253M | $6.8M | $6.0M |
| 2018 | 2 | 693 | $165M | $8.8M | $4.5M |
| 2017 | 2 | 984 | $173M | $6.3M | $4.8M |
| 2016 | 2 | 1,010 | $143M | $5.8M | $4.2M |
| 2015 | 2 | 839 | $129M | $5.8M | $4.0M |
| 2014 | 2 | 806 | $126M | $5.4M | $3.7M |
| 2013 | 2 | 841 | $121M | $5.0M | $3.8M |
| 2012 | 2 | 894 | $103M | $5.3M | $3.1M |
| 2011 | 2 | 838 | $88.3M | $4.7M | $3.0M |
| 2010 | 1 | 532 | $81.8M | $4.4M | $2.4M |
| 2009 | 1 | 497 | $70.6M | $4.2M | $2.1M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Capfinancial Partners LLC DBA Captr | Investment advisory (plan) | 2 | $106,832 |
| Empower Annuity Insurance Company O | Recordkeeping and information management; Participant loan processing | 2 | $74,832 |
| October Three Consulting LLC | Actuarial | 1 | $39,328 |
| Capital Financial Partners | Investment advisory (plan) | 1 | $15,620 |
| Matrix Trust Company | Custodial (securities); Trustee (bank, trust company, or similar financial institution) | 1 | $5,900 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Burr & Forman LLP have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Burr & Forman LLP Profit Sharing Plan, Burr & Forman LLP Employees' 401(k) Plan and Burr & Forman LLP Cash Balance Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Burr & Forman LLP contribute to its plans?
$15,250,071 in employer contributions across these plans in their latest plan years, about $17,836 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Capfinancial Partners LLC DBA Captr, Empower Annuity Insurance Company O, October Three Consulting LLC and Capital Financial Partners and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.