401(k) · DOL Form 5500 · 2023

Publix Employees Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
265
Participants Below avg headcount
69th
Percentile by assets National rank
$62,741
Avg per participant Low balance/head
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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

$17M in assets, 265 participants

Publix Employees Federal Credit Union's Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,861 in Finance & Insurance (8,869 peers)

Coverage in Florida

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust covers 265 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#4,861
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY

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 2023 · DOL Form 5500

$16,626,295 Top 31% higher than 69% 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 Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 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 (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust reported participants rose from 243 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 590815534 · Publix Employees Federal Credit Union PY 2023 · 401(k)

Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust · $17M · 265 · 69th

  • EIN $17M
  • RANK 265
  • PHOTO 69th
  • IND 401(k)
  • EOY near Carelinc 401(k) Plan
  • 5500 ind #4861

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…$17MCarelinc 401(k) Plan$17MSeymour of Sycamore, Inc. Employees' Profit Sharing Plan and TrustSeymour of Sycamore, Inc. Em…$17MCny Fertility, PLLC 401(k) Profit Sharing Plan and TrustCny Fertility, PLLC 401(k) P…$17MNefab Packaging, Inc. 401(k) PlanNefab Packaging, Inc. 401(k)…$17M
End-of-year total assets ($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 2023.

Florida filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
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 -505101520 Total assets ($B) Participants Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016626295 · Participants: 265Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and TrustL3harris 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) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart 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 Carelinc 401(k) Plan in MI ($17M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust grew sharply - up 18.2% during 2023, from $14M to $17M. Reported net income was $3M.
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 Carelinc 401(k) Plan in MI ($17M, 476 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 Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants, N/A 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 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.