401(k) · DOL Form 5500 · 2023
Burlington Coat Factory Warehouse Corporation 401(k) Plan
Data updated 2026-08-11
- $391M
- Total assets
- 51,798
- Participants
- 97th
- Percentile by assets
- $7,550
- Avg per participant
Official DOL plan name: Burlington Stores Savings Plan · Sponsored by Burlington Coat Factory Warehouse Corporation · New Jersey · Manufacturing
$391M in assets, 51,798 participants
Burlington Coat Factory Warehouse Corporation's Burlington Stores Savings Plan reported $391M in total assets and 51,798 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,777 in Manufacturing (18,722 peers)
Coverage in New Jersey
Burlington Stores Savings Plan covers 51,798 participants in New Jersey, 61x the typical New Jersey plan (state average ~844 per filing). Assets: $391M.
- $391M
- total plan assets (2023 EOY)
- 51,798
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $7,550
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burlington Stores Savings Plan reported net income rose from -$44M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Burlington Stores Savings Plan end-of-year assets rose from $327M in the plan year 2022 filing to $391M in the plan year 2023 filing.
- Burlington Stores Savings Plan reported participants rose from 49,521 in the plan year 2022 filing to 51,798 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Burlington Stores Savings Plan reports 51,798 participants - 61x that state average ($391M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $327M |
|---|---|
| Net Assets (End of Year) | $391M |
| Net Income | $64M |
| Employer EIN | 221970303 |
| Plan Effective Date | 1983-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burlington Coat Factory Warehouse Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 51,162 | $328M |
| 2023 | 2 | 53,395 | $393M |
| 2024 | 2 | 60,939 | $459M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Burlington Stores Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Scale composition for Burlington Stores Savings Plan
Burlington Stores Savings Plan reports $391M in end-of-year assets across 51,798 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.055% of 93,925,755 covered participants) - about $7,550 per participant (5% of the national average assets-per-participant) . Net income for plan year 2023 was $64M.
This plan identity (EIN 221970303, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $327M to $457M (+39.7%) while covered participants moved from 49,521 to 58,934 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 49,521 | $327M | Open filing |
| 2023 | 51,798 | $391M | This page |
| 2024 · index core | 58,934 | $457M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Burlington Stores Savings Plan (401(k), $457M, 58,934 participants)
- Burlington Stores Puerto Rico Savings Plan (401(k), $2M, 2,005 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Burlington Stores Savings Plan by total assets, not by location.
- Haworth 401(k) Plan (MI) $391M · 2,722
- Valmet, Inc. Retirement Savings Plan (GA) $391M · 1,892
- Manatt, Phelps & Phillips, LLP Employee Savings Plan (CA) $391M · 746
- Apex Systems, LLC 401(k) Plan (VA) $392M · 3,625
Frequently Asked Questions
How did Burlington Stores Savings Plan assets move in 2023? ▼
How have Burlington Coat Factory Warehouse Corporation plan assets changed over time? ▼
Where does Burlington Stores Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Burlington Stores Savings Plan? ▼
Next read for Burlington Stores Savings Plan
Filing takeaways
Ways to act on Burlington Stores Savings Plan's numbers.
- By total assets, Burlington Stores Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Burlington Coat Factory Warehouse Corporation's sponsor-wide assets have grown 39.8% since 2022 across 3 plan years on file. More Manufacturing plans