401(k) · DOL Form 5500 · 2023
Burlington Coat Factory Warehouse Corporation 401(k) Plan
Data updated 2026-08-25
- $391M
- Total assets Above avg plan size
- 51,798
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $7,550
- Avg per participant Low balance/head
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.
- #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.
- #17,777
- in Manufacturing (18,722 peers)
- +19.6%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Burlington Stores Savings Plan's outsized position by total assets
Burlington Stores Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$391,090,321 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Burlington Stores Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burlington Stores Savings Plan is a mega filing (51,798 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 221970303 · Burlington Coat Factory Warehouse Corporation PY 2023 · 401(k)
Burlington Stores Savings Plan · $391M · 51,798 · 97th
- BOY $391M
- SCH 51,798
- EBSA 97th
- PART 401(k)
- TYPE near Haworth 401(k) Plan
- NET ind #17777
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 Manufacturing retirement plans → · Plans in New Jersey →
Burlington Stores Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Burlington Coat Factory Warehouse Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $459M 39.79487267157648% vs 2022
- 2024 filing year
| 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.
- 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)
Burlington Stores Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Haworth 401(k) Plan in MI ($391M); by covered participants it is Providence Health & Services 403(b) Value Plan in WA (51,684 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($391M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (51,798 participants); asset peers above are excluded.
- Providence Health & Services 403(b) Value Plan (WA) 51,684 · 114 off
- National Veterinary Associates, Inc. 401(k) Plan (CA) 51,660 · 138 off
- Disney Savings and Investment Plan (CA) 51,477 · 321 off
- Banner Health Employees 401(k) Plan (AZ) 52,452 · 654 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.