Global Partners 401(k) and pension plans

Global Partners LP, Newton, MA. EIN 14-1924242. Annual reports 2009–2025. Also filed as Alliance Energy LLC; Global Montello Group Corp.; Global GP LLC.

Global Partners LP has one active retirement plan on file, the Global Partners LP 401(k) Savings and Profit Sharing Plan, with 5,485 participants and $266 million in assets in 2025. Fidelity has been its recordkeeper since 2012.

Active plans: 1
Participants: 5,485
Plan assets: $266 million
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Wholesale trade

All 4 plans

Active plans first

Global Partners LP 401(k) Savings and Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 14-1924242
Participants (2025): 5,485
Net assets (2025): $266 million
Recordkeeper: Fidelity2012–2025
Plan administrator: Global Partners LP
275 Grove ST., Suite 3-400
Newton, MA 02466
(781) 398-4274As filed for 2025
In effect since: May 1, 1999

Plans merged into this one: Global Montello Group Corp. 401(k) Savings and Profit Sharing Plan (2021); Global Montello Group Corp. Pension Plan (2024); Global Partners LP Pension Plan (2024); Warren Equities, Inc. Savings and Retirement Plan (2015).

Earlier sponsor: Global GP LLC (2009–2011).

Earlier plan names: Global Partners LP 401(k) Savings & Profit Sharing Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,485	$266 million	Fidelity
2024	5,596	$233 million	Fidelity
2023	5,076	$195 million	Fidelity
2022	4,375	$162 million	Fidelity
2021	4,762	$198 million	Fidelity
2020	1,021	$154 million	Fidelity
2019	1,019	$127 million	Fidelity
2018	1,038	$104 million	Fidelity
2017	920	$107 million	Fidelity
2016	2,929	$92.5 million	Fidelity
2015	2,365	$91.5 million	Fidelity
2014	670	$48.7 million	Fidelity
2013	604	$43.2 million	Fidelity
2012	1,609	$34.1 million	Fidelity
2011	303	$29.6 million	not listed
2010	269	$28.1 million	not listed
2009	248	$23.4 million	not listed

Global Montello Group Corp. Pension Plan

Pension (defined benefit), frozenMergedUnion (multiemployer)

Merged. In 2024 its assets moved to the Global Partners LP 401(k) Savings and Profit Sharing Plan, sponsored by Global Partners LP (EIN 14-1924242, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 04-3443028
Participants (2023): 173
Net assets (2023): $3.9 million
Plan administrator: Global Montello Group Corp.
800 South Street, Suite 500
Waltham, MA 02453
(781) 894-8800As filed for 2024
In effect since: January 1, 1992

Earlier sponsor: Alliance Energy LLC (2009–2011).

Earlier plan names: Alliance Energy LLC Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	173	$3.9 million	not listed
2022	181	$3.5 million	not listed
2021	185	$4.4 million	not listed
2020	192	$4.1 million	not listed
2019	198	$3.1 million	not listed
2018	229	$2.6 million	not listed
2017	274	$3.1 million	not listed
2016	283	$3.2 million	not listed
2015	293	$3.4 million	not listed
2014	299	$3.5 million	not listed
2013	318	$3.8 million	not listed
2012	337	$4.2 million	not listed
2011	370	$4.0 million	not listed
2010	426	$3.4 million	not listed
2009	411	$2.9 million	not listed

Global Partners LP Pension Plan

Pension (defined benefit), frozenMergedUnion (multiemployer)

Plan number: 001Employer EIN 14-1924242
Participants (2023): 123
Net assets (2023): $15.1 million
Plan administrator: Global GP LLC
800 South Street, Suite 500
Waltham, MA 02453
(781) 894-8800As filed for 2024
In effect since: January 1, 1999

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	123	$15.1 million	not listed
2022	135	$14.9 million	not listed
2021	142	$18.4 million	not listed
2020	144	$16.4 million	not listed
2019	147	$14.5 million	not listed
2018	155	$13.7 million	not listed
2017	168	$14.9 million	not listed
2016	173	$13.9 million	not listed
2015	182	$13.6 million	not listed
2014	192	$14.6 million	not listed
2013	197	$14.4 million	not listed
2012	204	$13.2 million	not listed
2011	213	$12.5 million	not listed
2010	216	$12.2 million	not listed
2009	220	$10.7 million	not listed

Global Montello Group Corp. 401(k) Savings and Profit Sharing Plan

401(k)Merged

Merged. In 2021 its assets moved to the Global Partners LP 401(k) Savings and Profit Sharing Plan, sponsored by Global Partners LP (EIN 14-1924242, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 04-3443028
Participants (2020): 2,490
Net assets (2020): $22.6 million
Recordkeeper: Fidelity2010–2021
Plan administrator: Global Partners LP
800 South Street
Waltham, MA 02454
(781) 894-8800As filed for 2021
In effect since: January 1, 1992

Earlier sponsors: Alliance Energy LLC (2009–2011); Global Montello Group Corp. (2012–2019).

Earlier plan names: Alliance Energy LLC 401(k) Savings and Profit Sharing Plan; Global Montello Group Corp 401(k) Savings and Profit Sharing Plan.

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	Fidelity
2020	2,490	$22.6 million	Fidelity
2019	2,715	$20.1 million	Fidelity
2018	2,835	$17.3 million	Fidelity
2017	2,322	$16.4 million	Fidelity
2016	2,226	$15.8 million	Fidelity
2015	1,615	$17.9 million	Fidelity
2014	772	$10.0 million	Fidelity
2013	1,017	$10.4 million	Fidelity
2012	1,085	$9.2 million	Fidelity
2011	1,111	$11.3 million	Fidelity
2010	1,359	$10.4 million	Fidelity
2009	339	$8.9 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Global Partners LP 401(k) Savings and Profit Sharing 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 ((781) 398-4274). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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.