401(k) · DOL Form 5500 · 2022

Publix Employees Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
243
Participants Below avg headcount
71st
Percentile by assets National rank
$57,888
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust · Sponsored by Publix Employees Federal Credit Union · Florida · Finance & Insurance

$14M in assets, 243 participants

Publix Employees Federal Credit Union's Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,185 in Finance & Insurance (9,261 peers)

Coverage in Florida

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust covers 243 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $14M.

#5,185
in Finance & Insurance (9,261 peers)
-11.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,066,690 Top 29% higher than 71% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (243 participants).

DOL schedule card

Filing strip 590815534 · Publix Employees Federal Credit Union PY 2022 · 401(k)

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust · $14M · 243 · 71st

  • PART $14M
  • TYPE 243
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Jonaco Machine Deferred Savings and Profit Sharing Plan
  • BOY ind #5185

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 Finance & Insurance retirement plans → · Plans in Florida →

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and TrustPublix Employees Federal Cre…$14MJonaco Machine Deferred Savings and Profit Sharing PlanJonaco Machine Deferred Savi…$14MRhapsody International, Inc. 401(k) PlanRhapsody International, Inc.…$14MAdvocate Rcm Holding Company, LLC 401(k) Savings PlanAdvocate Rcm Holding Company…$14MMona Electric Group, Inc. 401(k) Retirement PlanMona Electric Group, Inc. 40…$14M
End-of-year total assets ($M) among Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN590815534
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Publix Employees Federal Credit Union)

Sponsor-wide plan assets over time

All Publix Employees Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 28.457256113556213% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $18.1M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 243 $14M
2023 1 265 $17M
2024 1 254 $18M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.01406669 · Participants: 243Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Jonaco Machine Deferred Savings and Profit Sharing Plan in MN ($14M); by covered participants it is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 11.1% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Publix Employees Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Publix Employees Federal Credit Union's sponsor-wide assets grew 28.5%, from $14M to $18M.
Which 401(k) plans are similar in size to Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jonaco Machine Deferred Savings and Profit Sharing Plan in MN ($14M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590815534.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.