401(k) · DOL Form 5500 · 2024
Applegreen Companies 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 5,403
- Participants Above avg headcount
- 70th
- Percentile by assets National rank
- $3,749
- Avg per participant Low balance/head
Official DOL plan name: Applegreen US Retirement Plan · Sponsored by Applegreen Companies · South Carolina · Retail Trade
$20M in assets, 5,403 participants
Applegreen Companies's Applegreen US Retirement Plan reported $20M in total assets and 5,403 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #6,523 in Retail Trade (8,048 peers)
Coverage in South Carolina
Applegreen US Retirement Plan covers 5,403 participants in South Carolina, 15x the typical South Carolina plan (state average ~369 per filing). Assets: $20M.
- #6,523
- in Retail Trade (8,048 peers)
- +24.1%
- 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 2024 · DOL Form 5500
$20,255,979 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Applegreen US Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applegreen US Retirement Plan lands in the large band (5,403 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Applegreen US Retirement Plan reported participants rose from 3,913 in the plan year 2023 filing to 5,403 in the plan year 2024 filing.
- Applegreen US Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Applegreen US Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 570744703 · Applegreen Companies PY 2024 · 401(k)
Applegreen US Retirement Plan · $20M · 5,403 · 70th
- EIN $20M
- RANK 5,403
- PHOTO 70th
- IND 401(k)
- EOY near Baker Electric 401(k) Retirement Savings Plan V
- 5500 ind #6523
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
South Carolina filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 570744703 |
| Plan Effective Date | 1996-06-16 |
| Filing Status | FILING 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
| 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.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
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 Baker Electric 401(k) Retirement Savings Plan V in CA ($20M); by covered participants it is Follett Retirement Savings Plan in IL (5,403 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,403 participants); asset peers above are excluded.
- Follett Retirement Savings Plan (IL) 5,403 · 0 off
- The Wonderful Company LLC 401(k) Plan (CA) 5,404 · 1 off
- Lettuce Entertain You Employee Savings Plan (IL) 5,405 · 2 off
- International Motors, LLC 401(k) Retirement Plan (IL) 5,400 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.