Burlington Coat Factory Warehouse 401(k) match, vesting and fees
What Burlington Coat Factory Warehouse's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 283 defined-contribution plans in manufacturing with 5,000 to 9,999 participants.
| Burlington Coat Factory Warehouse: employer contribution per participant | $1,718 | |
| Peer median | $2,895 |
| Burlington Coat Factory Warehouse: average balance | $52,593 | |
| Peer median | $115,263 |
| Burlington Coat Factory Warehouse: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $391M at the end of plan year 2023 to $457M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 70,632 | $457M | $14.9M | $1,718 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 60,614 | $391M | $14.3M | $1,693 | 0.13% | Not published | Form 5500 ↗ |
Other Burlington Coat Factory Warehouse plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Burlington Stores Puerto Rico Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Burlington Coat Factory Warehouse match 401(k) contributions?
The match terms for the Burlington Stores Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $14.9M in employer contributions, about $1,718 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Burlington Coat Factory Warehouse 401(k) match vested?
The vesting schedule for the Burlington Stores Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Burlington Coat Factory Warehouse 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Burlington Coat Factory Warehouse Corporation.
I left Burlington Coat Factory Warehouse. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Burlington Coat Factory Warehouse Corporation, (609) 387-7800) or the recordkeeper, Empower Annuity Insurance Company. The Burlington Coat Factory Warehouse old 401(k) page lists the contacts from every plan filing. Find an old Burlington Coat Factory Warehouse 401(k)
Data from the public Form 5500 annual reports Burlington Coat Factory Warehouse filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Burlington Coat Factory Warehouse. Not financial advice. Report a correction · Methodology