Applegreen Companies 401(k) plan

Applegreen Companies, Lexington, SC. EIN 57-0744703. Annual reports 2009–2024. Also filed as Bob Brandi Stations, Inc.; Bob Brandi Stations, Inc; Petrogas Group of South Carolina, LLC; Applegreen South Carolina LLC.

Applegreen Companies has one active retirement plan on file, the Applegreen US Retirement Plan. Fidelity has been its recordkeeper since 2013. No traditional pension plan appears in Applegreen Companies's filings since 2009.

Active plans: 1
Participants: 0
Plan assets: $20.3 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Retail

The plan

Applegreen US Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 57-0744703
Participants (2024): 0
Net assets (2024): $20.3 million
Recordkeeper: FidelityEarlier: BB&T Institutional Services (2011–2012), BB & T (2009–2010)
Plan administrator: Applegreen Companies
279 Cedarcrest Drive
Lexington, SC 29072
(803) 957-7367As filed for 2024
In effect since: June 16, 1996

Earlier sponsors: Bob Brandi Stations, Inc. (2009–2017); Petrogas Group of South Carolina, LLC (2018); Applegreen South Carolina LLC (2019).

Earlier plan names: Bob Brandi Stations Retirement Plan; Applegreen Companies Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	n/a	$20.3 million	Fidelity
2023	5,488	$16.3 million	Fidelity
2022	3,971	$12.3 million	Fidelity
2021	3,966	$10.4 million	Fidelity
2020	1,907	$2.5 million	Fidelity
2019	3,319	$1.7 million	Fidelity
2018	544	$1.1 million	Fidelity
2017	550	$1.6 million	Fidelity
2016	560	$1.3 million	Fidelity
2015	420	$1.2 million	Fidelity
2014	459	$1.1 million	Fidelity
2013	746	$1.0 million	Fidelity
2012	466	$860,735	BB&T Institutional Services
2011	484	$775,043	BB&T Institutional Services
2010	551	$694,708	BB & T
2009	465	$695,795	BB & T

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Applegreen US Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((803) 957-7367). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Applegreen US Retirement Plan

If you had money in one of these plans

What these numbers are

Other employers in SC