401(k) · DOL Form 5500 · 2023

Applegreen Companies 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
3,913
Participants Above avg headcount
69th
Percentile by assets National rank
$4,170
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Applegreen US Retirement Plan · Sponsored by Applegreen Companies · South Carolina · Retail Trade

$16M in assets, 3,913 participants

Applegreen Companies's Applegreen US Retirement Plan reported $16M in total assets and 3,913 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,694 in Retail Trade (8,414 peers)

Coverage in South Carolina

Applegreen US Retirement Plan covers 3,913 participants in South Carolina, 11x the typical South Carolina plan (state average ~369 per filing). Assets: $16M.

#6,694
in Retail Trade (8,414 peers)
+32.9%
assets growth YoY

Applegreen US Retirement Plan's outsized position by total assets

Applegreen US Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,318,551 Top 31% higher than 69% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Applegreen US Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applegreen US Retirement Plan lands in the large band (3,913 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applegreen US Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Applegreen US Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Applegreen US Retirement Plan reported participants rose from 3,901 in the plan year 2022 filing to 3,913 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 570744703 · Applegreen Companies PY 2023 · 401(k)

Applegreen US Retirement Plan · $16M · 3,913 · 69th

  • 5500 $16M
  • 5500 3,913
  • 5500 69th
  • 5500 401(k)
  • 5500 near Celartem, Inc. 401(k) Plan
  • 5500 ind #6694

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 Retail Trade retirement plans → · Plans in South Carolina →

Applegreen US Retirement Plan in the asset neighbourhood

Applegreen US Retirement Plan$16MCelartem, Inc. 401(k) Plan$16MEsi Inc. of Tennessee 401(k) Profit Sharing PlanEsi Inc. of Tennessee 401(k)…$16MJohnson Engineering, Inc. Employee 401(k) Profit Sharing PlanJohnson Engineering, Inc. Em…$16MCapitol Beverage Sales Incentive 401(k) PlanCapitol Beverage Sales Incen…$16M
End-of-year total assets ($M) among Applegreen US Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN570744703
Plan Effective Date1996-06-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Applegreen Companies)

Sponsor-wide plan assets over time

All Applegreen Companies plans reported in each filing year

Latest sponsor-wide plan assets
$20M 64.94814828085187% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.3M $20.3M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 3,901 $12M
2023 1 3,913 $16M
2024 1 5,403 $20M

Nearby 401(k) Plans in South Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Applegreen US Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Applegreen US Retirement Plan, Total assets ($B): 0.016318551 · Participants: 3913Applegreen US Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Applegreen US Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Applegreen US Retirement Plan side-by-side with 3 peers →

Applegreen US Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Celartem, Inc. 401(k) Plan in OR ($16M); by covered participants it is Terex Corporation and Affiliates 401(k) Retirement Savings Plan in CT (3,912 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,913 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Applegreen US Retirement Plan assets move in 2023? ▼
Applegreen US Retirement Plan surged - up 32.9% during 2023, from $12M to $16M. Reported net income was $4M.
How have Applegreen Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applegreen Companies's sponsor-wide assets grew 64.9%, from $12M to $20M.
Which 401(k) plans are similar in size to Applegreen US Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Celartem, Inc. 401(k) Plan in OR ($16M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Applegreen US Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terex Corporation and Affiliates 401(k) Retirement Savings Plan in CT (3,912 participants, $639M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570744703.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.