Burlington Stores Savings Plan — Form 5500 plan (Burlington Coat Factory Warehouse Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Burlington Stores Savings Plan is a benefit plan reported by Burlington Coat Factory Warehouse Corporation under EIN 22-1970303 and plan number 002. The latest loaded filing year is 2023. The filing reports 53,658 participants and $391,090,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burlington Coat Factory Warehouse Corporation
EIN
22-1970303
Plan number
002
Plan type
2
Location
Burlington, NJ
Latest filing year
2023
Participants
53,658
End-of-year plan assets
$391,090,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202353,658H, C20241104084448NAL0010610928001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$391,090,321
Total liabilities (EOY)
$0
Net assets (EOY)
$391,090,321
Net assets (BOY)
$327,130,069

Income & contributions

Employer contributions
$14,313,920
Participant contributions
$31,457,463
Total contributions
$53,627,774
Total income / additions
$110,540,272

Expenses & distributions

Benefits paid
$45,615,440
Administrative expenses
$458,000
Total expenses
$46,580,020
Net increase / (decrease)
$63,960,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$318,924$02023
Empower Advisory Group, LLCNONE$35,850not reported in the loaded dataset2023

Related Form 5500 pages