Other · DOL Form 5500 · 2023

Occupational Training Center of Burlington County, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
629
Participants Below avg headcount
47th
Percentile by assets National rank
$9,032
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Occupational Training Center of Burlington County, Inc. 403(b) Plan · Sponsored by Occupational Training Center of Burlington County, Inc. · New Jersey · Healthcare & Social Assistance

$6M in assets, 629 participants

Occupational Training Center of Burlington County, Inc.'s Occupational Training Center of Burlington County, Inc. 403(b) Plan reported $6M in total assets and 629 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,080 in Healthcare & Social Assistance (17,684 peers)

Occupational Training Center of Burlington County, Inc. multi-year trail

Occupational Training Center of Burlington County, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Occupational Training Center of Burlington County, Inc. 403(b) Plan at $6M / 629 participants.

#9,080
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY

Occupational Training Center of Burlington County, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Occupational Training Center of Burlington County, Inc. 403(b) Plan vs every filed plan by assets

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

$5,680,874 47th percentile higher than 47% 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

Occupational Training Center of Burlington County, Inc. 403(b) 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. Occupational Training Center of Burlington County, Inc. 403(b) Plan sits mid-pack in the medium band (629 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Occupational Training Center of Burlington County, Inc. 403(b) Plan reported participants rose from 98 in the plan year 2022 filing to 629 in the plan year 2023 filing.
  • Occupational Training Center of Burlington County, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $850K in the plan year 2023 filing.
  • Occupational Training Center of Burlington County, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221735360 · Occupational Training Center of Burlington County, Inc. PY 2023 · Other

Occupational Training Center of Burlington County, Inc. 403(b) Plan · $6M · 629 · 47th

  • ASSETS $6M
  • ASSETS 629
  • ASSETS 47th
  • ASSETS Other
  • ASSETS near Upper Bay 403(b) Plan
  • ASSETS ind #9080

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Occupational Training Center of Burlington County, Inc. 403(b) Plan in the asset neighbourhood

Animal Rescue League of Boston 403(b) PlanAnimal Rescue League of Bost…$6MOccupational Training Center of Burlington County, Inc. 403(b) PlanOccupational Training Center…$6MUpper Bay 403(b) Plan$6MSage Ridge School Defined Contribution Retirement PlanSage Ridge School Defined Co…$6MEmployee Benefit Plan of Meals on Wheels and More, Inc.Employee Benefit Plan of Mea…$6M
End-of-year total assets ($M) among Occupational Training Center of Burlington County, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Occupational Training Center of Burlington County, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Occupational Training Center of Burlington County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.078838633629566% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.4M $13.8M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 350 $11M
2023 2 1,258 $13M
2024 2 1,376 $14M

Occupational Training Center of Burlington County, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$850K
Employer EIN221735360
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Occupational Training Center of Burlington County, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Occupational Training Center of Burlington County, Inc. 403(b) Plan, Total assets ($B): 0.005680874 · Participants: 629Occupational Training Center of Burlington County, Inc. 403(b) PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Occupational Training Center of Burlington County, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Occupational Training Center of Burlington County, Inc. 403(b) Plan side-by-side with 3 peers →

Occupational Training Center of Burlington County, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Upper Bay 403(b) Plan in MD ($6M); by covered participants it is Center for Employment Opportunities Tax Sheltered Annuity Plan in NY (629 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (629 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 Occupational Training Center of Burlington County, Inc. 403(b) Plan assets move in 2023? ▼
Occupational Training Center of Burlington County, Inc. 403(b) Plan grew sharply - up 17.6% during 2023, from $5M to $6M. Reported net income was $850K.
How have Occupational Training Center of Burlington County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Occupational Training Center of Burlington County, Inc.'s sponsor-wide assets grew 21.1%, from $11M to $14M.
Which Other plans are similar in size to Occupational Training Center of Burlington County, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Upper Bay 403(b) Plan in MD ($6M, 132 participants).
Which Other plans cover a similar participant headcount to Occupational Training Center of Burlington County, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Center for Employment Opportunities Tax Sheltered Annuity Plan in NY (629 participants, $13M 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 221735360.

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.