401(k) · DOL Form 5500 · 2022
Publix Super Markets, Inc. 401(k) Plan
Data updated 2026-08-25
- $6.1B
- Total assets Very large vs avg
- 176,752
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $34,285
- Avg per participant Low balance/head
Official DOL plan name: Publix Super Markets, Inc. 401(k) Smart Plan · Sponsored by Publix Super Markets, Inc. · Florida · Retail Trade
$6.1B in assets, 176,752 participants
Publix Super Markets, Inc.'s Publix Super Markets, Inc. 401(k) Smart Plan reported $6.1B in total assets and 176,752 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.
- #9,507 in Retail Trade (9,519 peers)
Coverage in Florida
Publix Super Markets, Inc. 401(k) Smart Plan covers 176,752 participants in Florida, 281x the typical Florida plan (state average ~628 per filing). Assets: $6.1B.
- #9,507
- in Retail Trade (9,519 peers)
- -0.7%
- assets change YoY
- 61×
- vs typical plan assets (national mean)
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Publix Super Markets, Inc. 401(k) Smart Plan's outsized position by total assets
Publix Super Markets, Inc. 401(k) Smart Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,059,900,070 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. 401(k) Smart Plan'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. 401(k) Smart Plan is a mega filing (176,752 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 590324412 · Publix Super Markets, Inc. PY 2022 · 401(k)
Publix Super Markets, Inc. 401(k) Smart Plan · $6.1B · 176,752 · 100th
- EOY $6.1B
- EOY 176,752
- EOY 100th
- EOY 401(k)
- EOY near Phillips 66 Savings Plan
- EOY ind #9507
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 Retail Trade retirement plans → · Plans in Florida →
Publix Super Markets, Inc. 401(k) Smart Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $6.1B |
|---|---|
| Net Assets (End of Year) | $6.0B |
| Net Income | -$42M |
| Employer EIN | 590324412 |
| Plan Effective Date | 1995-01-01 |
| 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 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
- Trinet 401(k) Plan $5.2B · 242,181
Scale composition for Publix Super Markets, Inc. 401(k) Smart Plan
Publix Super Markets, Inc. 401(k) Smart Plan reports $6.1B in end-of-year assets across 176,752 participants (0.049% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.19% of 93,925,755 covered participants) - about $34,285 per participant (25% of the national average assets-per-participant) . Net income for plan year 2022 was -$42M.
This plan identity (EIN 590324412, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.1B to $8.1B (+33.2%) while covered participants moved from 176,752 to 197,102 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 176,752 | $6.1B | This page |
| 2023 | 184,674 | $6.6B | Open filing |
| 2024 · index core | 197,102 | $8.1B | 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. 401(k) Smart Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Phillips 66 Savings Plan in TX ($6.1B); by covered participants it is Unitedhealth Group 401(k) Savings Plan in MN (176,886 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6.1B here).
- Phillips 66 Savings Plan (TX) $6.1B · 12,106
- Eaton Savings Plan (OH) $6.1B · 21,882
- Commonspirit Health 401(k) Retirement Savings Plan (KY) $6.1B · 85,671
- Allstate 401(k) Savings Plan (TX) $6.1B · 43,272
Similar participant headcount
Nearest other-state filings by covered participants (176,752 participants); asset peers above are excluded.
- Unitedhealth Group 401(k) Savings Plan (MN) 176,886 · 134 off
- Allegis Group, Inc. Retirement Savings Plan Two (MD) 174,956 · 1,796 off
- Costco 401(k) Retirement Plan (WA) 181,505 · 4,753 off
- The Bank of America 401(k) Plan (NC) 169,036 · 7,716 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.