ESOP · DOL Form 5500 · 2023

Publix Super Markets, Inc. ESOP

Data updated 2026-08-25

$11.8B
Total assets Mega-plan scale
141,229
Participants Very large workforce
100th
Percentile by assets National rank
$83,626
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Publix Super Markets, Inc. · Florida · Retail Trade

$11.8B in assets, 141,229 participants

Publix Super Markets, Inc.'s Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reported $11.8B in total assets and 141,229 participants in its 2023 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.

  • #8,408 in Retail Trade (8,414 peers)

Coverage in Florida

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust covers 141,229 participants in Florida, 225x the typical Florida plan (state average ~628 per filing). Assets: $11.8B.

#8,408
in Retail Trade (8,414 peers)
+0.7%
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 2023 · DOL Form 5500

$11,810,430,673 Highest reported value at or above every one of 127,068 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 2023

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust's mega-plan peer group by participant headcount

Plan-year 2023 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 (141,229 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reported net income rose from $51M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reported participants fell from 142,486 in the plan year 2022 filing to 141,229 in the plan year 2023 filing.
  • Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $11.7B in the plan year 2022 filing to $11.8B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590324412 · Publix Super Markets, Inc. PY 2023 · ESOP

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust · $11.8B · 141,229 · 100th

  • PART $11.8B
  • PART 141,229
  • PART 100th
  • PART ESOP
  • PART near Wawa, Inc. Employee Stock Ownership Plan
  • PART ind #8408

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

Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustPublix Super Markets, Inc. E…$11.8BWawa, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ow…$5.3BBurns & Mcdonnell, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Empl…$4.7BWinco Employee Stock Ownership PlanWinco Employee Stock Ownersh…$4.7BAmsted Industries Incorporated Employees' Stock Ownership PlanAmsted Industries Incorporat…$4.4B
End-of-year total assets ($B) among Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11.7B
Net Assets (End of Year)$11.8B
Net Income$84M
Employer EIN590324412
Plan Effective Date1974-10-01
Filing StatusFILING 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
$16B$18B$20B$22B$24B 202220232024 $17.8B $22.4B ▲ +25.7%
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.

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership PlanUnited States Sugar Corporation - ESOP Ownership Plan, Total assets ($B): 0.237405762 · Participants: 732United States Sugar Corporation - ESOP Ownership Plan
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Scale composition for Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reports $11.8B in end-of-year assets across 141,229 participants (0.096% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.15% of 93,925,755 covered participants) - about $83,626 per participant (60% of the national average assets-per-participant) . Net income for plan year 2023 was $84M.

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 Open filing
2023 141,229 $11.8B This page
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'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 ($5.3B); by covered participants it is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH (32,152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141,229 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust held essentially flat - up 0.7% during 2023, from $11.7B to $11.8B. Reported net income was $84M.
How have Publix Super Markets, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Publix Super Markets, Inc.'s sponsor-wide assets grew 25.7%, from $17.8B to $22.4B.
Where does Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Wawa, Inc. Employee Stock Ownership Plan in PA ($5.3B, 42,695 participants).
Which ESOP plans cover a similar participant headcount to Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH (32,152 participants, $23.1B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590324412.

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.