401(k) · DOL Form 5500 · 2023

Publix Super Markets, Inc. 401(k) Plan

Data updated 2026-08-25

$6.6B
Total assets Very large vs avg
184,674
Participants Very large workforce
100th
Percentile by assets National rank
$35,590
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Publix Super Markets, Inc. 401(k) Smart Plan · Sponsored by Publix Super Markets, Inc. · Florida · Retail Trade

$6.6B in assets, 184,674 participants

Publix Super Markets, Inc.'s Publix Super Markets, Inc. 401(k) Smart Plan reported $6.6B in total assets and 184,674 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.

  • #8,402 in Retail Trade (8,414 peers)

Coverage in Florida

Publix Super Markets, Inc. 401(k) Smart Plan covers 184,674 participants in Florida, 294x the typical Florida plan (state average ~628 per filing). Assets: $6.6B.

#8,402
in Retail Trade (8,414 peers)
+8.5%
assets growth YoY
66×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$6,572,590,596 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. 401(k) Smart Plan'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. 401(k) Smart Plan is a mega filing (184,674 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Publix Super Markets, Inc. 401(k) Smart Plan reported net income rose from -$42M in the plan year 2022 filing to $513M in the plan year 2023 filing.
  • Publix Super Markets, Inc. 401(k) Smart Plan end-of-year assets rose from $6.1B in the plan year 2022 filing to $6.6B in the plan year 2023 filing.
  • Publix Super Markets, Inc. 401(k) Smart Plan reported participants rose from 176,752 in the plan year 2022 filing to 184,674 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590324412 · Publix Super Markets, Inc. PY 2023 · 401(k)

Publix Super Markets, Inc. 401(k) Smart Plan · $6.6B · 184,674 · 100th

  • TYPE $6.6B
  • NET 184,674
  • BOOK 100th
  • VS-ST 401(k)
  • BOY near Stryker Corporation 401(k) Savings and Retirement Plan
  • SCH ind #8402

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

Marsh & Mclennan Companies 401(k) Savings and Investment PlanMarsh & Mclennan Companies 4…$6.7BEaton Savings Plan$6.7BStryker Corporation 401(k) Savings and Retirement PlanStryker Corporation 401(k) S…$6.6BPublix Super Markets, Inc. 401(k) Smart PlanPublix Super Markets, Inc. 4…$6.6BThe Hartford Investment and Savings PlanThe Hartford Investment and …$6.5B
End-of-year total assets ($B) among Publix Super Markets, Inc. 401(k) Smart Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6.1B
Net Assets (End of Year)$6.6B
Net Income$513M
Employer EIN590324412
Plan Effective Date1995-01-01
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 401(k) Plans in Florida

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

Publix Super Markets, Inc. 401(k) Smart Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100000200000300000400000 05101520 Total assets ($B) Participants Publix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.032560768 · Participants: 15212Nextera Energy, Inc. Employee Retirement Savings Plan
Publix Super Markets, Inc. 401(k) Smart Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Publix Super Markets, Inc. 401(k) Smart Plan side-by-side with 3 peers →

Scale composition for Publix Super Markets, Inc. 401(k) Smart Plan

Publix Super Markets, Inc. 401(k) Smart Plan reports $6.6B in end-of-year assets across 184,674 participants (0.053% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.20% of 93,925,755 covered participants) - about $35,590 per participant (26% of the national average assets-per-participant) . Net income for plan year 2023 was $513M.

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 Open filing
2023 184,674 $6.6B This page
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. 401(k) Smart Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Stryker Corporation 401(k) Savings and Retirement Plan in MI ($6.6B); by covered participants it is JPMorgan Chase 401(k) Savings Plan in NJ (176,610 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (184,674 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. 401(k) Smart Plan assets move in 2023? ▼
Publix Super Markets, Inc. 401(k) Smart Plan grew at a solid clip - up 8.5% during 2023, from $6.1B to $6.6B. Reported net income was $513M.
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. 401(k) Smart Plan rank by assets among Form 5500 filers? ▼
Publix Super Markets, Inc. 401(k) Smart Plan 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 401(k) plans are similar in size to Publix Super Markets, Inc. 401(k) Smart Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stryker Corporation 401(k) Savings and Retirement Plan in MI ($6.6B, 24,750 participants).
Which 401(k) plans cover a similar participant headcount to Publix Super Markets, Inc. 401(k) Smart Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is JPMorgan Chase 401(k) Savings Plan in NJ (176,610 participants, $44.6B 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.