401(k) · DOL Form 5500 · 2023

Burlington Automotive Group 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
304
Participants Below avg headcount
63rd
Percentile by assets National rank
$40,972
Avg per participant Low balance/head
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Official DOL plan name: Burlington Automotive Group Profit Sharing Plan · Sponsored by Burlington Automotive Group · New Jersey · Professional & Technical Services

$12M in assets, 304 participants

Burlington Automotive Group's Burlington Automotive Group Profit Sharing Plan reported $12M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,683 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Burlington Automotive Group Profit Sharing Plan covers 304 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#12,683
in Professional & Technical Services (20,321 peers)
+39.3%
assets growth YoY

Burlington Automotive Group Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Burlington Automotive Group Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,455,343 Top 37% higher than 63% of 127,068 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 2023

Burlington Automotive Group Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burlington Automotive Group Profit Sharing Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burlington Automotive Group Profit Sharing Plan reported net income rose from -$910K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Burlington Automotive Group Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Burlington Automotive Group Profit Sharing Plan reported participants rose from 270 in the plan year 2022 filing to 304 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232985205 · Burlington Automotive Group PY 2023 · 401(k)

Burlington Automotive Group Profit Sharing Plan · $12M · 304 · 63rd

  • TYPE $12M
  • TYPE 304
  • TYPE 63rd
  • TYPE 401(k)
  • TYPE near Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan
  • TYPE ind #12683

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 New Jersey →

Burlington Automotive Group Profit Sharing Plan in the asset neighbourhood

Burlington Automotive Group Profit Sharing PlanBurlington Automotive Group …$12MSmith Duggan Buell & Rufo LLP 401(k) Profit Sharing PlanSmith Duggan Buell & Rufo LL…$12MCushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing PlanCushing, Morris, Armbruster …$12MKrehbiel & Associates Deferred Profit Sharing PlanKrehbiel & Associates Deferr…$12MEuclidean Capital, LLC 401(k) Retirement PlanEuclidean Capital, LLC 401(k…$12M
End-of-year total assets ($M) among Burlington Automotive Group Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN232985205
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burlington Automotive Group)

Sponsor-wide plan assets over time

All Burlington Automotive Group plans reported in each filing year

Latest sponsor-wide plan assets
$15M 64.20110007734394% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.94M $14.7M ▲ +64.3%
Year Plans Participants Total Assets
2022 1 270 $9M
2023 1 304 $12M
2024 1 333 $15M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Burlington Automotive Group Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Burlington Automotive Group Profit Sharing Plan, Total assets ($B): 0.012455343 · Participants: 304Burlington Automotive Group Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Burlington Automotive Group Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Burlington Automotive Group Profit Sharing Plan side-by-side with 3 peers →

Burlington Automotive Group Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan in MA ($12M); by covered participants it is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Burlington Automotive Group Profit Sharing Plan assets move in 2023? ▼
Burlington Automotive Group Profit Sharing Plan surged - up 39.3% during 2023, from $9M to $12M. Reported net income was $4M.
How have Burlington Automotive Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burlington Automotive Group's sponsor-wide assets grew 64.2%, from $9M to $15M.
Which 401(k) plans are similar in size to Burlington Automotive Group Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan in MA ($12M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Burlington Automotive Group Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232985205.

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.