Plan Ledger DOL Form 5500 · updated monthly

Burlington Coat Factory Warehouse Corporation401(k)

BURLINGTON STORES SAVINGS PLAN · BURLINGTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Burlington Coat Factory Warehouse Corporation reported $741,911 in plan administrative expenses for 2024: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $217 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.22% to 0.17%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 128th-largest of 2,419 plans among New Jersey employers on file, and the 614th of 13,661 in manufacturing. In 2024, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 51,720 to 68,833 since 2022.

Plan summary
Net assets, end of year$456,982,407
Participants with balances8,689
Active participants68,833
Employer contributions$14,930,212
Employee contributions$34,066,406
Employer contribution per active participant$217
Average account balance$52,593
Benefits paid to participants$44,291,481
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$457.0M · 8,689 accts · $14.9M emplr
2023$391.1M · 8,457 accts · $14.3M emplr
2022$327.1M · 8,128 accts · $12.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$582,481
Investment management$159,430
Total administrative$741,911
The Burlington Coat Factory Warehouse Corporation 401(k) match · 2024
Employer contribution per active participant$217
Median for plans this size$4,294
2024$217 per active participant
2023$243 per active participant
2022$237 per active participant

Burlington Coat Factory Warehouse Corporation's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ANNUITY INSURANCE COMPANY · Loan processing · Recordkeeping$582,481
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$159,430

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$741,911 · 0.17%
2023$458,000 · 0.13%
2022$771,606 · 0.22%
All plans at this employer2
BURLINGTON STORES SAVINGS PLAN401(k)
BURLINGTON COAT FACTORY PUERTO RICO SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · New Jersey
Sandoz Inc. NJ$588.0M · 0.01%
Sika Corporation NJ$535.8M · 0.06%
Firmenich Incorporated NJ$514.5M · 0.06%
Matheson Tri-Gas, Inc. NJ$454.6M · 0.12%
Lg Electronics USA, Inc. NJ$450.4M · 0.14%
Benjamin Moore & Co. NJ$438.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221970303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.