Plan Ledger DOL Form 5500 · updated monthly

Publix Super Markets, Inc.ESOP

PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST · LAKELAND, FL · plan year 2024

Plan assets · 2024
$14.3B

Publix Super Markets, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $14,286,299,090 across 214,426 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other retail trade employers. By assets it is the 2nd-largest of 3,644 plans among Florida employers on file, and the 7th of 5,215 in retail trade. active participation has grown from 141,229 to 156,344 since 2022.

Plan summary
Net assets, end of year$14,286,299,090
Participants with balances214,426
Active participants156,344
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$66,626
Benefits paid to participants$1,267,923,854
Plan auditUnmodified (clean) audit opinion
AuditorKPMG LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.3B · 214,426 accts
2023$11.8B · 205,737 accts
2022$11.7B · 186,957 accts
Recordkeeper by year2
2024Voya
2023Voya

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP
PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN401(k)
Same employer
Similar plansRetail Trade · Florida
CVS Health Corporation RI$30.1B · 0.15%
The Home Depot, Inc. GA$15.7B · 0.14%
Walgreen Co. IL$14.5B · 0.03%
The Kroger Co. OH$11.8B · 0.03%
Sap America, Inc. PA$9.2B · 0.05%
Lowes Companies Inc NC$8.6B · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 590324412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.