Burlington, NJ Form 5500 retirement and benefit plan filings
City Form 5500 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, NJ has 19 loaded benefit plan(s) reported by 12 plan sponsor(s), with $501,348,103 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $501,348,103
- Total reported liabilities (EOY)
- $38,392
- Total reported net assets (EOY)
- $501,309,711
Contributions & income
- Employer contributions
- $16,014,069
- Participant contributions
- $37,088,691
- Total income / additions
- $132,137,124
Expenses & distributions
- Benefits paid / distributions
- $58,460,147
- Total expenses
- $59,805,877
- Net increase / (decrease)
- $72,331,247
Coverage
- Total reported participants
- 94,299
- Plans with financial statements
- 14
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burlington, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Burlington Stores Savings Plan | Burlington Coat Factory Warehouse Corporation | $391,090,321 | 2023 |
| Mccollister'S Transportation Systems, Inc. 401(K) Savings Plan | Mccollister'S Transportation Systems Inc | $28,039,926 | 2023 |
| Masonic Charity Foundation Retirement Income Plan | Masonic Village At Burlington | $18,162,246 | 2023 |
| Masonic Charity Foundation Of New Jersey 403(B) Savings Plan | Masonic Charity Foundation Of New Jersey | $15,633,197 | 2023 |
| Burlington Automotive Group Profit Sharing Plan | Burlington Automotive Group | $12,455,343 | 2023 |
| Milk Industry Management Corporation Cash Or Deferred Profit Sharing Plan | Milk Industry Management Corporation | $9,677,619 | 2023 |
| Quality Packaging Specialists International, LLC 401(K) Savings Plan | Quality Packaging Specialists International, LLC | $6,856,395 | 2023 |
| Smith Magram Michaud Colonna, P. C. Retirement And Pension Plan | Smith Magram Michaud Colonna, P.C. | $5,251,658 | 2023 |
| The 403(B) Thrift Plan For Employees Of The Arc Of Burlington County, Inc. | The Arc Of Burlington County, Inc. | $4,612,644 | 2023 |
| The 403(B) Thrift Plan For Employees Of The Arc Of Burlington County, Inc. | The Arc Of Burlington County, Inc | $4,612,644 | 2023 |
| Milk Industry Management Corporation Employee Stock Ownership Plan | Milk Industry Management Corporation | $3,325,989 | 2023 |
| Burlington Stores Puerto Rico Savings Plan | Burlington Coat Factory Warehouse Corporation | $1,574,615 | 2023 |
| Donogan Corp. Retirement Plan | Donogan Corp. | $54,521 | 2023 |
| Chikh Collection, Inc. 401(K) Profit Sharing Plan | Chikh Collection, Inc. | $985 | 2023 |
| Burlington Coat Factory Welfare Benefit Plan | Burlington Coat Factory Warehouse Corporation | not reported in the loaded dataset | 2023 |
| Masonic Charity Foundation Of New Jersey Health And Welfare Plan | Masonic Charity Foundation Of New Jersey | not reported in the loaded dataset | 2023 |
| Our Burlington Safe Choices Occupational Injury Benefit Plan For Texas Associates | Burlington Coat Factory Warehouse Corporation | not reported in the loaded dataset | 2023 |
| Burlington Automotive Health Plan | Burlington Automotive Group | not reported in the loaded dataset | 2023 |
| Mccollister'S Transportation Systems Welfare Benefit Plan | Mccollister'S Transportation Systems Inc | not reported in the loaded dataset | 2023 |
Largest plans in Burlington → · Burlington plans by participants → · Burlington plans with financial data → · Burlington plans with provider compensation → · $1B+ plans in Burlington →
Related Form 5500 pages
- All NJ Form 5500 filings
- Burlington Stores Savings Plan (plan 002)
- Burlington Coat Factory Warehouse Corporation — all reported plans
- Mccollister'S Transportation Systems, Inc. 401(K) Savings Plan (plan 003)
- Mccollister'S Transportation Systems Inc — all reported plans
- Masonic Charity Foundation Retirement Income Plan (plan 001)
- Masonic Village At Burlington — all reported plans
- Masonic Charity Foundation Of New Jersey 403(B) Savings Plan (plan 002)
- Burlington Automotive Group Profit Sharing Plan (plan 001)
- Burlington Automotive Group — all reported plans
- Milk Industry Management Corporation Cash Or Deferred Profit Sharing Plan (plan 004)
- Milk Industry Management Corporation — all reported plans
- Quality Packaging Specialists International, LLC 401(K) Savings Plan (plan 001)
- Quality Packaging Specialists International, LLC — all reported plans
- Smith Magram Michaud Colonna, P. C. Retirement And Pension Plan (plan 001)
- Smith Magram Michaud Colonna, P.C. — all reported plans
- The 403(B) Thrift Plan For Employees Of The Arc Of Burlington County, Inc. (plan 002)
- The Arc Of Burlington County, Inc. — all reported plans
- The 403(B) Thrift Plan For Employees Of The Arc Of Burlington County, Inc. (plan 003)
- Milk Industry Management Corporation Employee Stock Ownership Plan (plan 003)
- Burlington Stores Puerto Rico Savings Plan (plan 003)
- Donogan Corp. Retirement Plan (plan 001)
- Donogan Corp. — all reported plans
- Chikh Collection, Inc. 401(K) Profit Sharing Plan (plan 001)
- Chikh Collection, Inc. — all reported plans
- Burlington Coat Factory Welfare Benefit Plan (plan 508)
- Methodology
- Data sources