ESOP · DOL Form 5500 · 2022
Publix Super Markets, Inc. ESOP
Data updated 2026-08-25
- $11.7B
- Total assets Mega-plan scale
- 142,486
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $82,302
- Avg per participant Below avg balance/head
Official DOL plan name: Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Publix Super Markets, Inc. · Florida · Retail Trade
$11.7B in assets, 142,486 participants
Publix Super Markets, Inc.'s Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reported $11.7B in total assets and 142,486 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,516 in Retail Trade (9,519 peers)
Coverage in Florida
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust covers 142,486 participants in Florida, 227x the typical Florida plan (state average ~628 per filing). Assets: $11.7B.
- #9,516
- in Retail Trade (9,519 peers)
- +0.4%
- assets growth YoY
- 118×
- vs typical plan assets (national mean)
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust's outsized position by total assets
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,726,925,474 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust is a mega filing (142,486 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 590324412 · Publix Super Markets, Inc. PY 2022 · ESOP
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust · $11.7B · 142,486 · 100th
- PCT $11.7B
- EIN 142,486
- RANK 100th
- PHOTO ESOP
- IND near Wawa, Inc. Employee Stock Ownership Plan
- EOY ind #9516
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 What is an ESOP? → · Plans in Florida →
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $11.7B |
|---|---|
| Net Assets (End of Year) | $11.7B |
| Net Income | $51M |
| Employer EIN | 590324412 |
| Plan Effective Date | 1974-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Publix Super Markets, Inc.)
Sponsor-wide plan assets over time
All Publix Super Markets, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22.4B 25.68452074092036% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 319,238 | $17.8B |
| 2023 | 2 | 325,903 | $18.4B |
| 2024 | 2 | 346,315 | $22.4B |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
- United States Sugar Corporation - ESOP Ownership Plan $190M · 766
Scale composition for Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reports $11.7B in end-of-year assets across 142,486 participants (0.095% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.15% of 93,925,755 covered participants) - about $82,302 per participant (60% of the national average assets-per-participant) . Net income for plan year 2022 was $51M.
This plan identity (EIN 590324412, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $11.7B to $14.3B (+21.8%) while covered participants moved from 142,486 to 149,213 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 142,486 | $11.7B | This page |
| 2023 | 141,229 | $11.8B | Open filing |
| 2024 · index core | 149,213 | $14.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust (ESOP, $14.3B, 149,213 participants)
- Publix Super Markets, Inc. 401(k) Smart Plan (401(k), $8.1B, 197,102 participants)
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Wawa, Inc. Employee Stock Ownership Plan in PA ($4.5B); by covered participants it is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH (30,782 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11.7B here).
- Wawa, Inc. Employee Stock Ownership Plan (PA) $4.5B · 22,323
- Winco Employee Stock Ownership Plan (ID) $4.3B · 15,984
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan (MO) $4.0B · 7,358
- Amsted Industries Incorporated Employees' Stock Ownership Plan (IL) $3.8B · 4,361
Similar participant headcount
Nearest other-state filings by covered participants (142,486 participants); asset peers above are excluded.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan (OH) 30,782 · 111,704 off
- Old Dominion 401(k) Retirement Plan (NC) 24,080 · 118,406 off
- U-Haul Holding Company Employee Stock Ownership Plan (AZ) 18,179 · 124,307 off
- Sheetz, Inc. Employee Stock Ownership Plan (PA) 12,847 · 129,639 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.